BG2 is a new podcast that brings excellent discussions courtesy of Bill Gurley and Brad Gerstner, with guests tackling various topics in startups, public markets, venture capital, AI, and more. w
In this clip, the panel quickly summarizes the issues surrounding Google’s business model of providing “10 blue links” and how it could evolve from traditional commission models to something different in the age of agents and actions.
We find their discussion about Google’s “innovator’s dilemma” appropriate as several users have shifted their habits away from traditional search. However, while we don’t think that will happen all at once, these discussions are clearly taking shape at a number of levels—perhaps even setting the stage for significant changes that will affect the biggest players in travel.
