What Couch Investor said in this video:
- METAbullishmid-termThe host argues Meta's AI-driven ad targeting beats Google's model, with impressions and ad prices both rising, so Meta's ad revenue likely passes Google Search next quarter.Source
- GOOGLneutralmid-termThe host sees near-term monetization weakness in Google's AI Mode but cautions against assuming Google won't solve ads inside AI answers.Source