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.
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