Search in an Artificially-Intelligent World (AMZN/GOOGL/MSFT/NVDA)
- Alphabet has been highlighting the diversification of its revenue streams in recent years, breaking out both YouTube and Google Cloud as separate line items. Nevertheless, search-rooted advertising remains the cornerstone of the business. Since LLMs like ChatGPT have exploded onto the scene, the disruptive potential of AI has been top of mind for investors—particularly with regard to Google’s search money-printing machine.
- As of December, Occam shows that >25% of consumers have a ChatGPT account. Of those who have an account, Occam is tracking notable switching of tasks from Google Search to ChatGPT, with about ⅓ of tasks now being completed via ChatGPT instead of Google. For a more in depth look see our recent AI blog post here.
- Google is not sitting idle—having recently introduced Gemini 2.0 and integrating AI Overviews into Google Search. As the industry rapidly evolves, Occam will continue to track real-time consumer trends and usage of key LLMs. Subscribe today to access these real-time insights.
