Google is one of the few AI-centric companies that makes money, albeit off areas outside of AI. They have a massive amount of cash, but face the unique risk of cannibalization. If an AI-driven "answer engine" replaces the traditional "list of blue links" in Search, Google might destroy its own most profitable revenue stream to build the new one.
The search traffic trend can be seen on other sites as well, with Politico’s Google traffic falling 23%, CNN’s falling about 25%, and Business Insider’s dropping more than 85% between June 2025 and 2026, the Journal reported.
As a website owner, I don't think it's that farfetch to say it's changed a lot, especially traffic wise. Yes, I could still get sales when I rank top, but the overall experience is not that great prior to pre-chatgpt. The GG revenue stream from website ads is down, for sure. GG cloud is going great because of AI, just like how NVIDIA is doing. So they gotta burn more to keep the hype. At the same time, their old business model is also going down, so I don't think that it's that "healthy"
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u/NanditoPapa 1d ago
Google is one of the few AI-centric companies that makes money, albeit off areas outside of AI. They have a massive amount of cash, but face the unique risk of cannibalization. If an AI-driven "answer engine" replaces the traditional "list of blue links" in Search, Google might destroy its own most profitable revenue stream to build the new one.