Search is not the golden goose. Ads are. If search was the golden goose, they wouldn't be trying so hard to replace it with AI.

Just because Google used to do search as their main point of business does not mean that holds true today. Holding on to the false premise will only add to your confusion about their decisions.

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al_borland 3 hours ago | parent | next [-]

Ads in Search make up a significant percentage of their revenue. It is also the gateway that gets people into the Google ecosystem.

Ads make the money, but Search is still the consumer facing product that brings people to Google and keeps them there. It’s so ubiquitous people don’t even think about it or notice it anymore.

I’m always surprised by how much people are still searching for stuff as we’ve moved from the open web to various platforms (Amazon, TikTok, Facebook, etc), but every time I see Google’s revenue breakdown I’m shocked by just how important Search still is to their business.

This is from 2024, but shows Search accounting for nearly 57% of revenue. Yes, this is made possible by the AdWords business, but without Search, that 57% goes away, unless that traffic goes to a 3rd party that is also using AdWords and Google were to make the same from 3rd party ads as 1st party. I find that doubtful.

https://www.doofinder.com/en/statistics/google-revenue-break...

	▲	48terry 2 hours ago \| parent [-]
		> It’s so ubiquitous people don’t even think about it or notice it anymore. Which is kind of the scary hazard for Google. They made people notice search by their announcements. They drew attention to the thing people took for granted as just how things work. People suddenly have a reason to look critically at it. Google has to hope to god the attention they receive back is actually positive.

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autoexec 3 hours ago | parent | prev | next [-]

The main reason Google loved search was because it was the primary way they got your personal info. Now Chrome gives Googles your entire browsing history, Gmail lets them read your email, youtube tells them what you're interested in, android gives google your entire life offline and suddenly the only thing google search is good for is as just one more website pushing google ads.

AI is going to be great at pushing ads. Plus AI trains you to give google even more control. Instead of just presenting you with a list of websites offering different perspectives and opinions on something, Google can just tell you what they want you to know/think (or not tell you anything they'd rather you not know/think about). The more you get used to treating google like an oracle instead of a librarian the easier it will be to manipulate you.

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jeffwask 4 hours ago | parent | prev | next [-]

They only dominate Ads because they dominate search if everyone leaves Search the ad business grinds to a halt as well. These are the ying and yang of Google.

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dylan604 3 hours ago | parent [-]

Kind of. They dominate ads because the dominated search when they bought the successful ads company. By that point in time, they already had your profile built, and the further use of search just continues to enhance that profile. But now that ads has its own persistent tracking that dependence on search is not as strong as it used to be

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jeffwask 3 hours ago | parent | next [-]

People have reported a decrease in ROI from spending on Google ads already when they no longer control all the eyes and where you rank in what those eyes see when they search, that ROI will drop even more. People will stop paying for Google ads when the ROI is higher on other platforms.

Couple that with the fact that a lot of folks have moved their search to GPT or Claude once those platforms start taking in ad money... that budget will come from somewhere and that's likely existing Google ad buy dollars shifting.

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ethmarks 3 hours ago | parent | prev [-]

> when they bought the successful ads company

Could you elaborate on this? What ad company did Google buy?

	▲	svth an hour ago \| parent \| next [-]
		doubleclick.net, about 20 years ago.
	▲	TheGrassyKnoll an hour ago \| parent \| prev [-]
		DoubleClick (2008, according to Wikipedia)

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nonethewiser 2 hours ago | parent | prev [-]

This is just wrong. They are working AI into search so that AI does not cannablize search. Search goes hand-in-hand with ads.