Emarketer’s data finds that standalone chatbots like ChatGPT,
Microsoft Copilot app, Google AI Mode, and Amazon Alexa for
Shopping (formerly Rufus) in U.S, will generate less than $1
billion in ad revenue this year, and just $5.41 billion by 2030.
How would that be possible? In the past I used Google maybe 10 times a day with a short query. From which Google had to guess my intent. Now I babble with Gemini all day about everything. And Gemini can ask questions what exactly I mean. Why wouldn't Alphabet be able to generate more revenue from this than from search? And Google's ad revenue from search is over $100B per year.
Just because there are no ads now does not mean there never will be. Google search was run without ads for the first years too.
Just because there are no ads now does not mean there never will be. Google search was run without ads for the first years too.