- Chrome sold off
- no playing favorites on Android (& maybe sold)
- can’t buy default status
- no favoring Google services in other Google services
- license search index data to others
- ad cost transparency
- blah blah AI training access blah
Interesting to see Google continue to shift features into the third-party realm. This time, it’s ad creation tools for YouTube and Display.
Google will sunset Ads Creative Studio by the end of March 2025, shifting its focus to new growth areas and enhancing partnerships with creative agencies to deliver tailored campaigns at scale.
For YouTube-specific customizations, advertisers are encouraged to engage third-party partners.
"What's ChatGPT's share of search?"
— Rand Fishkin (follow @randderuiter on Threads) (@randfish) November 19, 2024
Very tough to answer. But, if we assume:
- Every LLM prompt is a "search"
- Desktop + mobile web traffic, excluding apps, is close enough
- Mixing data from multiple panels is kosher
Here's what it looks like 👇👇👇 pic.twitter.com/aIzvvMIplf
Some big ifs, but this means GPT is not an insignificant player.
Google won’t be overtaken by one player, but by all these other slices growing over time. Chipping away and taking more and more search share.
Reddit traffic is exploding thanks to its recent licensing deal with Google.
And some of those visitors are turning into users, adding 31 million daily actives in the last year.
“Reddit also says that its Weekly Active Unique user count (WAUq) averaged 365.4 million in the third quarter, an increase of 53% year-over-year. The amount of daily to weekly usage here is unusual for social apps, which usually see about 2.3x usage between daily and monthly actives. Reddit seemingly sees a lot more than this, which could point to the less consistent way in which visitors use the app.”
The headline:
OpenAI is thinking about making its own browser
Not a surprise. They’re also rumored to be working on a phone and more integrations with hardware makers.
“The New Google” is a pretty obvious avenue for them to pursue.
This is why regulator’s reasoning for forcing Big G to sell Chrome feels off.
Google is getting chipped away at from many angles as options proliferate. But a better option is the only thing that will knock the company synonymous with search out of its number 1 spot.
Regulators have submitted their Google punishment wishlist to the judge, and it rivals many a kid’s Christmas list.
The Justice Department wants:
No. 3 is the most obvious one on the list. The others range from 🤷 to 😮
Not sure this is the obvious outcome:
A sale of Chrome “will permanently stop Google’s control of this critical search access point and allow rival search engines the ability to access the browser that for many users is a gateway to the internet”
How much better does Google Search get if $20B a year gets reinvested instead of paid to Apple?