Wedbush Analyst Dix: Why We Downgraded Alphabet

The video discusses Alphabet's downgrade due to three technology trends affecting its paid search business model. These trends include a shift towards more paid search on mobile, the rise of ad blocking, and the growth of payments platforms. Despite Alphabet's strategic moves into other markets, paid search remains its primary revenue driver.

What are the three primary technology trends that could pose risks to the business model of paid search?

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How has the shift in mobile paid search impacted the business model of companies like Alphabet?

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What role does ad blocking play in consumer control over their ad experience?

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Explain the concept of 'paid attention' or 'attention markets' as discussed in the text.

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What is the significance of paid search in Alphabet's overall financial results?

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