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.
More from Companies & People
- Microsoft India offers voluntary exit to employees at level 70 and below: 1 month pay per year + 3 months — HarveenChadha · 2026-10-27
- RSNA 2026 Deep Learning Labs return: eight hands-on AI classes over four days in Chicago — PRouzrokh · 2026-10-27
- Zuckerberg says Apple stopped innovating; Kuprel: it also missed AI smart glasses — Kuprel · 2026-10-27
- Revolut founder Storonsky: investor pushed me to fire my best engineer, so I removed all VCs from the board — ctjlewis · 2026-10-27
- Ortet, a new AI healthcare startup, runs on its own cluster Orion and seeks partners — keunwoochoi · 2026-10-27
- Embodied AI startups need a different operational discipline, investor says — ___Mufasaa · 2026-10-27