So if I understand it, search numbers are down (because AI is doing what Sam Altman originally saw - AI is a better search engine)
And Google knows it, so why not squeeze the current customers, whatever model AI takes it’s unlikely to be a word matching auction, this model is dead, grab the cash and go.
search numbers are down as a percentage of total revenue, because cloud is up. search numbers are not actually down
The article says
Search revenue still grew: the share fell because the rest of Alphabet grew faster.
Search numbers are down because Google search has become crap. I know a lot of people which I don't consider tech enthusiasts and they moved from Google to duckduckgo.
I have moved to Kagi myself
AI doesn't really replace search engines, it's just a UX layer on top.
AI can definitely be a more natural experience for search, but it doesn't return better search results.
> this model is dead, grab the cash and go.
[citations needed]
> AI is a better search engine
Google didn't exactly leave us much choice to opt out. I have to use a firefox extension to hide that bit.
> search numbers are down
Source?
Google Search & other revenue grew 12% YoY in Q3 [1]. In that time paid clicks grew 8% and cost per click 4%.
Across the Google Network impressions fell 14%, with cost-per-impressions growing 14%. (9% of revenue.) But that’s on the web, not search.
[1] https://www.sec.gov/ix?doc=/Archives/edgar/data/1652044/0001...