You can bury the premature predictions of Google Searchβs death at the hands of AI. Turns out, LLMs have been a boon for the advertβer, 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 Googleβs best quarter ever.
Whatβs going on? At least three things:
- Users are digging Googleβs 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 worldβs 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, itβs 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 Googleβs always adjusting its formula (just ask any sad content creator who wouldβve been rich if that pesky algorithm hadnβt changed). This week, the company unveiled an experimental feature called Web Guide. Itβs like a hybrid of Search and AIβyou still get the links front and center like the Google of old, but theyβre organized using generative AI. It may just mean that the thing that finally kills the Google algorithm isβ¦Google.
Enough about Googleβwhat about me?
Under the calm, crystalline waters of Googleβs dominance, thereβs a lot of churn. Per the WSJ, although users are being exposed to more links, theyβre 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 weβve seen:
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Search Console Audit, which scans your Google Search Console and tells you how to get more traffic on both Google and ChatGPT
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Blogwald, a newsletter tool that optimizes for Claude, Gemini, and ChatGPT searches
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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 arenβt dead yet. Theyβre just getting facelifts.