— Topic —

    Search & SEO Disruption

    2 receipts tracked • 75% industry hit rate

    Search advertising, AI search, SEO disruption.

    — Filed —

    2 receipts on Search & SEO Disruption

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    RECEIPT #KINT-G

    MAY 21, 2020

    Called it.

    PREDICTION BY

    Jason Kint
    The Google antitrust ship has set its course. After five years of growing scrutiny, regulatory action against Google's adtech dominance is now inevitable.

    FOLLOW-UP

    DOJ sued Google over search (Oct 2020) and adtech (Jan 2023); both have produced rulings against Google (search monopoly Aug 2024; adtech monopoly Apr 2025).

    RECEIPT #BERKOW

    NOV 19, 2012

    Partially right.

    PREDICTION BY

    David Berkowitz
    I predict that search will be dead in 2020.

    FOLLOW-UP

    Search wasn't dead in 2020 — Google search revenue actually grew. But Berkowitz's broader thesis (predictive recommendations replacing "head" and "tail" queries, behavioral data displacing typed queries) is exactly what AI Overviews, ChatGPT, and Perplexity are now doing. He publicly graded himself in 2024: "I was wrong. And I was right. And I was right for the wrong reasons."