From search to answers: How AI is changing the game

From search to answers: How AI is changing the game

From MAGELLAN - In The Know by Magellan Asset Management

October 27, 2025 · 25 min · Episode 61

About this episode

The episode discusses the impact of generative AI on online search tools and the future of search.

How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of conversation between Elisa Di Marco, Investment Director and Analyst and Portfolio Manager Casey McLean. Elisa and Casey unpack the shift from traditional search engines to AI-powered “answer engines” such as Google’s newly launched AI Overview and AI Mode, and discuss how Google’s parent company, Alphabet, is navigating this transformation. They also highlight the key implications for investors in this new wave of digital disruption.

People in this episode

Guests: Elisa Di Marco, Casey McLean

Topics covered

  • AI in search
  • generative AI
  • digital disruption
  • investing implications
  • search engines

Keywords

  • AI
  • search tools
  • investing
  • Google
  • Alphabet
  • digital transformation
  • answer engines

Mentioned in this episode

Organizations: Google, Alphabet

Products: AI Overview, AI Mode

More episodes of MAGELLAN - In The Know

Explore listener stats, chart rankings, contacts and more on the MAGELLAN - In The Know podcast page.