According to CNBC, Google's search engine dominance is facing mounting pressure in the AI era as competitors gain ground. DuckDuckGo install rates jumped up to 40% weekly, while Microsoft's Bing reached 1 billion users for the first time last quarter. Over the past month, Google's search traffic declined slightly while ChatGPT traffic ticked up. Despite still controlling 90% of the search market, user sentiment is shifting toward non-AI search alternatives, with a Pew Research Center study in March showing roughly half of Americans felt AI in daily life made them "more concerned than excited."
The pressure extends to Google's workforce. Last week, Noam Shazeer, vice president of engineering and Gemini AI co-lead, announced he was joining OpenAI. On Friday, John Jumper, DeepMind vice president and engineering fellow, said he was leaving for Anthropic. Alphabet's stock dropped 5% on Monday, its worst day in more than a year.