"What's ChatGPT's share of search?"
β 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 πππ 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.
βReddit 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.β
From Seth:
stories are the basic building block of culture
&
Stories that resonate are the ones that sit with the stories we already believe and value.
Why is Spotify a video platform now?
the reason why there's this big video push is because it's part of an anchor into the company's deeper push into advertising.advertisers are more accustomed to buying video ad inventory than audio ad inventory. And if Spotify can get new advertisers on board through video, something that's familiar to them, maybe those advertisers will be more likely to spend on audio elsewhere in the surface.
Benjamins, baby
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.
