If search engine competitors were really eating Google's lunch then ad impressions would go down.
replyThey 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.
replyEven if the alternatives would have no advertising the number of ad impressions of Google Search would go down.
replyIn 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.