A large chunk of the population don't use Google to search anymore. They go straight for the GenAIs. That's got to be scaring a lot of managerial folks at Google.
Slide 65 of this (very nice) set of slides [1] broke down search vs genAI use to get information. "Mostly genAI was not breaking 25% in all age brackets... Curious to see how that will evolve
The Gen AIs are doing the search for people. So hopefully this forces google to switch their business model from manipulative ads against human users to just charging for API access for Gen AI models.
No, Google will just do "product placement" in the AI output.
P.S. Google's real problem is that their web search is absolutely atrocious and completely broken. Even Qwen is better at searching the web than Google's AI search box.
