I think Google’s search and ad business are at risk. Search has become such a mess that it’s become harder and harder to use to find quality results. It reminds me of Yahoo before Google in a way. I’m using ChatCPT or equivalent for 60% of my searches. The remaining 40% is just muscle memory. Of that 40% about half the time I regret using Google search due to the difficulty of finding the relevant result. I can see s…
The same will happen here. It's not like OpenAI has built a search engine; every time they need a live search they hit Bing (please correct me if I'm wrong) and get the results from there. No matter how you slice it, search companies who actually supply the data are going to get reimbursed, and since most users don't pay $20 / month, that likely means ads everywhere.
Also, Google's AI overviews are getting very good. Initially it was pretty inaccurate, but now it's basically 95% as good as ChatGPT, and faster. Most normies I talk to think it's good enough.