The Google Trends Glitch Nobody's Talking About

The hosts discuss Google Trends data anomalies potentially caused by AI queries inflating search numbers, impacting advertisers and the reliability of Google Trends. They explore the implications of AI's influence on search traffic and the lack of transparency from Google regarding AI-driven queries in AdWords. The conversation shifts to investment strategies, including a past short position in Google and current views on Palantir and Nvidia, emphasizing the importance of adapting to changing information and market dynamics. They also touch on Apple's upcoming product announcements, including a new iPhone Air, and the potential disruption of the content creation model by AI, questioning the compensation of original content creators.