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.

加入 July 2009

944 正在关注 12K 粉丝

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?

显示更多