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charcircuit 10 hours ago

It would be beneficial for the author to look at the revenue for Google Search. Revenue is still growing.

panarky 10 hours ago | parent | next [-]

Indeed.

Not only is search revenue growing, but it is growing at an accelerating rate.

At the same time, operating margins are expanding.

I don't know the name of the logical fallacy where someone personally uses an LLM instead of Google Search and then infers that the search business is dying, without ever reading a financial statement.

Chinjut 9 hours ago | parent | prev | next [-]

Indeed. Money over everything. It is absurd to complain about decreasing quality of a product that makes increasing money for increasingly rich people (thus, by definition, better).

carlosjobim 9 hours ago | parent [-]

If business owners are paying for ads, then it doesn't matter a iota to Google or Facebook if real people use their services. It would be even better for them if real people didn't use their services, since that would save some costs. Business owners are going to keep paying for the ads, as long as they get some number about how many (bot) impressions their ad generated.

echelon 10 hours ago | parent | prev [-]

There is probably a lag time before advertisers give up on AdSense.

A lot of corporate ad spend is already planned, and Google can adjust the costs up as much as they like. They hold the lever.

charcircuit 10 hours ago | parent [-]

If search engine competitors were really eating Google's lunch then ad impressions would go down.

nitwit005 2 hours ago | parent [-]

They don't have much of an offering yet. OpenAI has some conventional ads, but everyone expects more involved advertising integrated into the conversation itself somehow.

charcircuit an hour ago | parent [-]

Even if the alternatives would have no advertising the number of ad impressions of Google Search would go down.

In the article it mentions the rise of other search competitors like Qwant implying they are causing Google to die as it bleeds market share to them.