$GOOGL · Meet Kevin · 2026-10-29
说话者认为 Google 是一个孤立的灾难：AI 正在摧毁其搜索业务，而公司正尽可能久地掩盖这一点，尽管搜索业务仍创造 700 亿美元收入，占营收一半以上。
逐段跳播
当然，大多数人真正关注的是 Google 发生了什么，这个我们昨天已经讲过了。
Of course, most people are really focused on what happened with Google, which we covered yesterday.
是的，Google 有它的问题，但这是因为人们担心 Google 搜索正在被 AI 摧毁，而事实也确实如此，他们正竭尽全力尽可能久地把这件事掩盖过去，但这仍然是 700 亿美元。这超过他们营收的一半。
Yes, Google has its problems, but that's because people are worried that Google search is getting destroyed by AI, which it is, and they're doing everything in their power to paper over that for as long as they can, but it's still $70 billion. It's more than half of their revenue.
我写过，Google 是一场孤立的灾难。
I wrote that Google is an isolated disaster
所以我这么说的重点，以及我提到 Service Now 和对市场做个宏观视角的原因，是我并不认为 Google 存在搜索问题。
So my point of that and the reason I'm bringing up Service Now and sort of a macro look at the market is I don't think Google which has search problems.
不管是 Microsoft 那边发生了什么，SKHEX 发生了什么，Seagate、Western Digital 发生了什么，Nvidia 还是别的什么，都无所谓。我对这些非常看多。
CDS 正在下降，我对此看多。美联储偏鸽，我对此看多。Service Now，他们很烂。医疗保健，非常看多医疗保健。Google，我不在乎。
whether it's Microsoft what's happening with SKHEX uh what's happening with Seagate Western Digital uh you know Nvidia whatever doesn't matter very bullish about these CDS is coming down I'm bullish on that a dovish Fed I'm bullish on that service now they suck healthare very bullish healthcare Google don't care
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