Austin Riddick's questions to 1stdibs.com (DIBS) leadership • Q2 2025
Question
Austin Riddick from Evercore ISI inquired about the potential vulnerability of FirstDib's organic traffic, which constitutes over 70% of total traffic, to the increasing prevalence of AI-driven search results and chat interfaces.
Answer
CEO David Rosenblatt acknowledged that AI and chatbots will likely have a significant long-term impact on traffic. However, he clarified that to date, the company has not observed any material impact on its organic search traffic or key search terms, but confirmed it remains an area of active surveillance.