The short version

Alex Kantrowitz predicted on February 9, 2023: “AI chatbots will disrupt Google search advertising. Not in 5 years — sooner. The behavioral shift is already happening.” Verdict: Partially right. Kantrowitz called LLMs as a Google threat early. By 2025 Google search share dropped below 90% for first time in a decade and rolled out AI Overviews defensively, but core ad…

Prediction by

Alex Kantrowitz

On February 9, 2023

“AI chatbots will disrupt Google search advertising. Not in 5 years — sooner. The behavioral shift is already happening.”

Follow-up

Kantrowitz called LLMs as a Google threat early. By 2025 Google search share dropped below 90% for first time in a decade and rolled out AI Overviews defensively, but core ad revenue still grew. Real but slower than predicted.

From the High Caliber AI network — see the AI for PR module in the course.