Vivek Goyal(@Goyal_Vivek):n=1, but my personal Google searches are down ~50% since ChatGPT launched — yet Search revenue is still compounding 15%+ Maybe so far LLMs mostly took the queries Google never monetized. The commercial ones are the last to leave — and with the advent of personal agents, do those queries leave too?

Vivek Goyal

@Goyal_Vivek

Partner @ Altimeter Capital. No investment advice. All views personal.

가입 July 2009

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Vivek Goyal@Goyal_Vivek

2026.08.20 19:28

n=1, but my personal Google searches are down ~50% since ChatGPT launched — yet Search revenue is still compounding 15%+ Maybe so far LLMs mostly took the queries Google never monetized. The commercial ones are the last to leave — and with the advent of personal agents, do those queries leave too?