Investing in AI · 5 November 2026

ChatGPT Is Stealing Questions From Google, But Not Money

Rob May, GP @ Half Court

ChatGPT captures a fifth to third of Google's search volume but sends nearly zero traffic downstream, while Google retains 85% of transaction-intent queries and 93% of navigation/local searches. The threat to Google is real but narrower than headlines suggest—LLMs dominate question-asking but not money-making queries.

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Topics: AI (Horizontal) · Marketing & Sales Tech

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