Google Ads buyer says AI search is cannibalizing legacy search revenue
SumitGup · x · 2026-07-23
A Google Ads buyer argues that Search revenue growth is becoming artificial and unhealthy as non-monetized LLM queries cannibalize legacy search. He says Google is responding by pushing advertisers toward lower-quality, more extractive clicks.
The post is quoted against Sundar Pichai’s Q2 update, where Alphabet said revenue grew 24% YoY, Google Cloud accelerated to 82% growth, Gemini reached 950M monthly active users, model APIs are handling 22B tokens per minute, and Gemini Enterprise is now used by 90% of the Fortune 100.
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