วิกฤติ Google เมื่อคนทั่วโลกกำลัง Search Google น้อยลง | ลงทุนแมนจะเล่าให้ฟัง

Summary

The video discusses the decline in Google's search dominance, with recent reports showing a drop in search usage. Apple executives admitted that fewer users are searching through Apple’s browser, and Google’s market share has fallen below 90% for the first time in 10 years. This shift is attributed to the rise of generative AI platforms like ChatGPT, which offer faster, more efficient answers. Google’s advertising revenue is also impacted by this trend. The video explores how new AI developments and changing user behavior, especially among younger generations, are reshaping the search engine landscape.

Takeaways

• 😀 Google's search engine market share has dropped below 90% for the first time in a decade, signaling a significant shift in user behavior.
• 😀 Apple's executives have acknowledged that fewer people are searching using their Safari browser, and the company is considering integrating AI-powered search.
• 😀 The rise of generative AI platforms like ChatGPT, Google's Gemini, and China's DeepSeek is driving users away from traditional search engines.
• 😀 Generative AI platforms provide summarized information quickly, without the need to click through multiple links, which contrasts with Google’s traditional search results filled with ads and SEO-optimized sites.
• 😀 Younger generations, especially Gen Z, are increasingly using TikTok and Instagram for searches related to trends like fashion and food, rather than relying on Google.
• 😀 Google has admitted that nearly 40% of American teenagers are now using TikTok for their searches.
• 😀 In 2024, Google Search accounted for over half of Alphabet's total revenue, making it crucial for the company’s financial health.
• 😀 If Apple decides to drop Google as the default search engine on its devices, Google could lose about 600,000 million baht annually—10% of its search revenue.
• 😀 The decline in search traffic and potential loss of Apple's partnership threatens Google's dominant position and financial model.
• 😀 Google is working to integrate more AI into its search results, but the battle is not just about improving search but also about maintaining relevance in an AI-driven world.

Q & A

What recent change has Apple acknowledged regarding its browser search activity?

Apple has acknowledged a significant decrease in search activity within its browser, indicating that people are searching less on Apple's browser compared to before.

What happened to Google's market share in search engines recently?

Google's search engine market share recently dropped below 90% for the first time in 10 years, signaling a major shift in the search engine landscape.

What is the role of Generative AI in changing people's search behavior?

Generative AI, such as ChatGPT and other AI platforms like Google's Gemini, is replacing traditional search engines by providing quicker and more concise responses, reducing the need for users to click through multiple links.

How has Google been affected by the rise of Generative AI?

Google's traditional search engine model has been disrupted by Generative AI platforms, which not only provide faster answers but also reduce Google’s dominance in the search market, impacting its advertising revenue.

What impact has the younger generation's search behavior had on Google?

The younger generation, particularly Gen Z, is increasingly using platforms like TikTok and Instagram for searching information on topics such as fashion, restaurants, and travel, rather than relying on Google Search.

What has Google itself acknowledged about the quality of its search results?

Google has acknowledged that users have complained about the quality of search results, noting that too many ads are cluttering the search results, often leading to lower-quality websites appearing first.

What is the potential consequence for Google if people stop using its search engine?

If people stop using Google Search, Google could lose its position as the primary gateway to the internet, which would negatively affect its ecosystem and overall business model, especially its reliance on ad revenue from search.

How might AI-driven search platforms challenge Google in the future?

If AI-driven platforms like ChatGPT develop their own browsers, they could directly compete with Google's Chrome browser, threatening Google's dominance in both search and its broader ecosystem.

What is Google's current strategy to combat the AI-driven competition?

Google is integrating AI into its search results, such as including responses from its Gemini platform, but it faces stiff competition from other AI platforms that are innovating faster.

How much does Google pay Apple annually to remain the default search engine on Apple devices?

Google pays Apple approximately 600,000 million baht annually to remain the default search engine on Apple's browser, a significant sum that could be affected if Apple moves to another search provider.