Google Search usage hit record highs, and AI Overview ads still monetize at parity
vivnat · x · 2026-07-24
- The post pushes back on a viral claim that Google Search demand is collapsing because of LLM usage.
- It cites Google earnings calls saying Search usage hit all-time highs in recent quarters, and notes that Search revenue kept growing.
- It also argues that ads in AI Overviews monetize at parity with legacy Search and that Google still uses a generalized second-price auction for Search.
- The broader point is that the thread misread Google policy and mischaracterized how Search monetization actually works.
More from Companies & People
- Anthropic Insiders: Not Everyone at the Lab Believes in High p(doom) — anpaure · 2026-09-11
- Lumara AI Film Festival Comes to NYC Oct 26, Top AI Filmmakers to Compete — 0xAllen_ · 2026-09-11
- X drama: Anthropic researchers accused of spying on academic customers and racing them to results — basedjensen · 2026-09-11
- Investor argues Palantir-Nvidia partnership should slash Anthropic's IPO valuation — pdamodaran · 2026-09-11
- a16z podcast: why 2-3 person startups are absent from policy debates — a16z Podcast · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11