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AI TAKES 1 IN 3 SEARCH-AD DOLLARS. GOOGLE KEEPS ITS USERS.→
OPENAI: $150 BILLION, HALF WHAT ALTMAN PROMISED INVESTORS.→
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When do AI chatbots overtake Google Search?
In users in the early 2030s, in money 2 to 3 years later. Users first, money second. Google Search serves about 5 billion people today, the AI bots about 1 billion, and clicks fell 41% in 1 year. By 2035 Google drops 25 to 35% to 3.5 to 4 billion users while the bots pass 5 billion. The user crossover lands in the early 2030s, the money follows 2 to 3 years later.
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