Published this unscientific chart on LinkedIn with my prediction that this will be the last decade of growth for paid search advertising as agentic AI ads steal share of consumer queries and marketer budgets.

Whether this is net positive/neutral/negative for Google remains to be seen but it certainly has a leg up given its millions of advertisers that, in theory, it could simply port over to ads within Gemini.

The question is what lengths it will go to in protecting its core business of pure search ads. Of course the other question is how good/fast a job OpenAI does with rolling out ads on ChatGPT.