Alphabet CBO: rapid AI Mode query growth is diluting search monetization

SumitGup · x · 2026-10-29

Alphabet's Chief Business Officer acknowledged that strong growth in AI Mode queries has diluted search monetization due to lower monetization rates. He struck an upbeat tone, saying ad experiments have shown promising results and that ads are now scaling within both AI Overviews and AI Mode to more users and queries — including international markets and multi-turn ads in the US.

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