Google has no choice but to lose money on search as AI Overviews cannibalize ads
bindureddy · x · 2026-10-31
Bindu Reddy argues AI Overviews are right for consumers but will inevitably monetize worse than a big blue sea of links, dropping search revenue per query. Still, Google has no choice: if it doesn't ship AI Overviews, someone else will and would take consumer search volume away entirely.
Related event: Google's AI Overviews Overreach Into Navigational Searches May Cost Revenue(2 posts)→
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