Google loses ground to ChatGPT

And the regulators point and slaver

Another post-scheduling hiccup. I’m not sure what’s going on here, but I’m scheduling posts and they’re not firing.

• Who is winning the LLM wars?

• The also-rans have a clear leader, as well

• Search dominance slipping

• It turns out that selling advertising is a pretty competitive business

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👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 

One thing that is indisputably true is that Google is no monopoly.¹

“Google is a monopoly” is one of those facially absurd claims that officialdom makes for no other reason than power and glory, and everyone mostly seal-claps along because that’s what we do. We seal-clap for officialdom.²

ChatGPT is running away from the field

Anyways, in the latest annals of ‘google, definitely not a monopoly’ it seems worth pointing out that the little upstart “OpenAI” is running away from the field when it comes to LLM search traffic:

BofA/Similarweb

Visits to ChatGPT increased ~20% mom, and now receives ~12x as many visits as Google’s Gemini.

The bump in visits is likely due to the release of the o1 model, but it was a big lead for ChatGPT already, and it just got bigger.

For a monopoly, Google sure is letting the competition run wild, when it comes to existential threats to search.

If you’re curious about the also-rans, BofA has some data there too: