[handfuloflight]

Doesn't this also cannibalize Google's ad revenue?

[lbhdc]

To some extent, yes. I speculate that is why they are sometimes not putting the AI overview first.

They do have ads in search though. I guess it depends on how much more money they make from people spending more time not leaving google vs showing you display ads on other sites.

[imilk]

Not really because most of the links in current AI overviews for many queries keep you in the Google ecosystem, such as links to Google Business profiles on Google Maps. And Google has recently changed Google Business profiles to make outbound website links less prominent compared to the paid features on that platform.

[handfuloflight]

Ah yeah. Also those would likely bill at a higher eCPM than AdSense impressions.

[imilk]

Exactly, since they can bill those as conversions (like phone calls, bookings, reservations, etc) rather than simply website visits