Scott Devitt

“If it's a problem for Alphabet, it's a problem for any consumer-facing AI agent or LLM as well. And so, it's a problem that I think is ultimately going to be resolved. And when it does, Alphabet, with its 4 billion search customers that become AI customers, is in an enviable position.”

Scott Devitt · said 2026-10-29 · reported 2026-10-29

Devitt argued that Alphabet's 4 billion search customers give it an advantage once AI-related issues are resolved.

“I don't think it's a sea change,”

Scott Devitt · said 2026-10-29 · reported 2026-10-29

Devitt told CNBC's Squawk on the Street that Alphabet's situation is not a fundamental shift.