Search Intent and AI Search

Three random thoughts:

1. Search intent is important for monetization. I usually don’t search for things to buy on Instagram. It is for people or places, and they monetize with ads. But on Amazon, I am searching with intent to buy 100% of the time.

Amazon must be converting those 3.5B into revenue at magnitudes far higher than Instagram with 6.5B. This might be changing with TikTok commerce; I have no idea how that works.

2. The size of the search pie has increased tremendously over the last few years, so while Google might be losing market share in that sense, their search revenue is better than ever. A bigger market helps everyone.

3. Your poll with ChatGPT at 60% is an indication of where we are going. Folks in our tech bubble are adapting it first, and then it will slowly affect everyone. ChatGPT’s searches are less today, but so was the smartphone market in 2007.