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