You can bury the premature predictions of Google Searchâs death at the hands of AI. Turns out, LLMs have been a boon for the advertâer, search, company.
According to an article this week in the Wall Street Journal, search revenue from April through June was up 12% from the same time last year, making it Googleâs best quarter ever.
Whatâs going on? At least three things:
- Users are digging Googleâs AI Overview tool, which grew from 1.5 billion monthly users in the first quarter to 2 billion monthly users in the second.
- Ummm, it owns the worldâs biggest browser, in case you forgot. Why navigate to ChatGPT for everything when you can peck something into your search bar and get back a decent AI response? (Which is why OpenAI and Perplexity are releasing their own browsers.)
- It can pay for whatever it wants. In the past, itâs purchased Android to stay relevant for mobile search, doled out dollars to Apple to have Safari default to Google search, and, oh yeah, spent a ton on AI computing to head off Microsoft.
But Googleâs always adjusting its formula (just ask any sad content creator who wouldâve been rich if that pesky algorithm hadnât changed). This week, the company unveiled an experimental feature called Web Guide. Itâs like a hybrid of Search and AIâyou still get the links front and center like the Google of old, but theyâre organized using generative AI. It may just mean that the thing that finally kills the Google algorithm isâŚGoogle.
Enough about Googleâwhat about me?
Under the calm, crystalline waters of Googleâs dominance, thereâs a lot of churn. Per the WSJ, although users are being exposed to more links, theyâre clicking on fewer revenue-generating ones.
Downstream, then, SEO tools as a category is in a state of flux. Tools like Ahrefs and SEMrush still dominate if you want to rank for SEO, but an increasing number of SEO tool launches on Product Hunt are explicitly referencing AI (and sometimes not even bothering with the search engine). In the last six weeks weâve seen:
-
Search Console Audit, which scans your Google Search Console and tells you how to get more traffic on both Google and ChatGPT
-
Blogwald, a newsletter tool that optimizes for Claude, Gemini, and ChatGPT searches
-
LLM SEO Report, which lets you see what AI assistants think about your brand
So, hold off on the obituaries for now. Google Search and SEO tools arenât dead yet. Theyâre just getting facelifts.