For me Google has stayed as the default interface, if I need to ask a basic query (probably searches that don't yield much revenue but keeps me on Google), the results were becoming worse a 1-3 years ago but now the AI parts of Google is now good-enough(TM) that I mostly don't need to go to a separate interface, as long as users aren't fleeing they can probably continue to get paid for ADs (also the if YT ads are included, those have really become obnoxious but probably well monetized).

I saw a post on X saying Google changed the ad auction pricing model, but I don’t know much about this to comment if it’s accurate.

The money is mostly paid by companies wanting to find customers and the AI companies like OpenAi and Antropic don't provide much of that. The biggest competitor is probably Facebook who I'm not sure are really booming at the moment?

> that search/ad revenue actually grew 12%

it grew compared to q3 2025, but it is flat (0% grows) compared to q2 2026.

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