Google's Strategic Shift: From Click Distribution to User Engagement

In this episode of the podcast, I examine Google's Gambit: its effort to transition Search from a distribution intermediary to an engagement sink. Google's AI Overviews and AI Mode products seek to retain users in the Search experience, rather than forwarding them to external destinations. Many publishers claim that their inbound traffic from Google Search has plummeted, with expectations that this traffic will eventually decline to zero.

I've described Google's ambitions with AI Overviews and AI Mode as Google's Gambit: an attempt to utterly reform the core Search experience through AI functionality while not alienating users. In this episode, I unpack Google's motivations behind this gambit and attempt to outline its broader impact on the open web. I also consider this product strategy within the broader context of consumer engagement shifting from web-based content to LLM-empowered chatbots.