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Comment on Search engine referral report for 2025 Q2parent

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If you go Google something right now you’re not doing a web search like you were even a year ago - the first thing that comes up (and takes up most of the screen depending on your device) is a Gemini response to your query.

At the least it can be inferred that Google has fundamentally changed their main product to mimic a competitor, which is something you just don’t do if everything’s OK.

knowledge cards at the top of Google results have been around for at least 12 years, I'd interpret the LLM-based responses as an iteration of a feature that's been around for a while rather than mimicking a competitor.

At the least it can be inferred that Google has fundamentally changed their main product to mimic a competitor, which is something you just don’t do if everything’s OK.

I mean, the big thing that has changed is that investors are all in on AI, and Google looked like they were behind in this area, so they put it front and center so that they can talk nonsense about it on investor calls.

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