{"id":34806,"date":"2025-05-09T11:39:58","date_gmt":"2025-05-09T03:39:58","guid":{"rendered":"https:\/\/www.1ai.net\/?p=34806"},"modified":"2025-05-09T11:39:58","modified_gmt":"2025-05-09T03:39:58","slug":"ai-%e9%bd%90%e6%9d%a5%e6%8c%91%e6%88%98%e5%85%a8%e7%90%83%e6%90%9c%e7%b4%a2%e4%b8%80%e5%93%a5%ef%bc%8c%e8%bf%87%e5%8e%bb%e5%8d%8a%e5%b9%b4%e8%b0%b7%e6%ad%8c%e4%bb%bd%e9%a2%9d","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/34806.html","title":{"rendered":"AI QiLai challenges the \"global search leader\", Google's share has remained below 90% for the past six months."},"content":{"rendered":"

According to a May 8 report in the Wall Street Journal, Apple Senior Vice President Eddy Cue has been arrested in the U.S. Department of Justice's investigation of theGoogle<\/a>testified at the trial of its antitrust lawsuit that in the past two months, users have been using Safari toGoogle Search<\/a>There was a decline in the number of<\/p>\n

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He confessed that the situationIt hasn't happened in over 20 years.<\/strong>and that this is because more and more users are starting to use generative methods such as ChatGPT and Perplexity. AI<\/a> tool.<\/p>\n

After the news broke, shares of Google's parent company AlphabetThe day slumped more than 7%<\/strong>market capitalizationEvaporated about $250 billion (note: current exchange rate is about RMB 1.81 trillion)<\/strong>.. Apple shares also closed down more than 1% on Google's search traffic on SafariGenerated over $20 billion in annual revenue for both companies<\/strong>.<\/p>\n

For Google, these comments are like adding fuel to the fire. In the past nine months, Google has suffered two back-to-back federal antitrust defeats and is at legal risk of being split up. The central argument of the lawsuit was:Google has a virtual monopoly on the search engine market<\/strong>that even a financially strong rival like Microsoft would have a hard time really cutting through. According to Statcounter, Google's share of the global search engine market last monthStill 89.7%<\/strong>Microsoft's Bing came in second with 3.9%.<\/p>\n

Google's position today is no longer secure, even if you put aside the regulatory factors. Since the introduction of ChatGPT at the end of 2022, Google's market share has beenFrom 93% to nearly 90% today.<\/strong>. Not much has changed, but over the past six months, theIts share has not been able to return above 90%<\/strong>And that's whatNever in the last ten years.<\/strong>The Situation. According to OpenAI, as of last monthChatGPT has reached 400 million weekly active users<\/strong>.<\/p>\n

Google still dominates in profitable areas such as search advertising, and MoffettNathanson's analysis suggests thatMost queries sent to AI chatbots don't have business value<\/strong>Alphabet. According to the report, Wall Street no longer seems to value Alphabet's profitability. factSet data show that Alphabet shares are trading atThe cumulative decline over the past year is nearly 12%<\/strong>Its expected price-to-earnings ratio fell below 16 times for the first time this week, a 12-year low.<\/p>","protected":false},"excerpt":{"rendered":"

According to a May 8 report in the Wall Street Journal, Apple Senior Vice President Eddy Cue testified in the U.S. Department of Justice's antitrust trial against Google that the number of Google searches conducted by users through the Safari browser has declined over the past two months. He admitted that this hadn't happened in more than two decades, and attributed it to the fact that more and more users are using generative AI tools like ChatGPT and Perplexity. After the news broke, shares of Google's parent company Alphabet fell by more than 7% on the same day, evaporating about $250 billion in market value (note: the current exchange rate is about 1.81 trillion yuan). Apple's shares also closed down more than 1%, as Google's search in Safari<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[411,281,1881],"collection":[],"class_list":["post-34806","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-281","tag-1881"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/34806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=34806"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/34806\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=34806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=34806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=34806"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=34806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}