Investor asks: what share of Google queries come from ad-proof AI agents?

firstadopter · x · 2026-10-29

Investor firstadopter poses a pointed question to Google: what percentage of total queries now come from AI agents that will never click on ads? He bets the number is already large and will climb exponentially, concluding that "search and its economics are now toast" — highlighting the structural threat agents pose to Google's ad-driven search business.

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