Gemini Killing Google!
What future may look like?
Imagine Google, the king of the internet. How does it make so much money? Mostly from ads. You search for something, you see ads, you click them. Simple.
Now, Google has made something super smart called Gemini. Think of it as a super helpful robot brain.
Here’s the twist: Gemini is SO smart, it can find answers for you. You just ask Gemini, and it tells you what you need to know.
So, if Gemini gives you the answer, why would you search on Google anymore?
And if you don’t search on Google, you won’t see those ads.
If you don’t see the ads, Google doesn’t make as much money from its main business.
It’s like Google built a new amazing car (Gemini) that makes people stop buying its old, super popular car (Google Search ads). Oops!
Why is This a Big Problem?
Google’s Money: A huge chunk of Google’s money comes from those search ads. If that money goes down, Google has a problem.
Other Websites: Many websites get visitors (and make money) because people find them through Google Search ads. If ads change, these websites might lose out.
Content Creators: Content Creators are making money because they are showing ads to the users on their website
It’s a big deal because it could change how the whole internet works and how many companies make money.
But if we’re not Browse the web as much, what happens to the ads that fund it? Is this the twilight of traditional advertising, or the dawn of something entirely new?
How Agents are making this more Tricky?
We all love getting answers quickly, right?
AI agents, the next frontier of digital interaction, promise a world where information comes to us, curated and direct.
For decades, the internet has run on a simple pact: free content and services in exchange for our eyeballs on advertisements. Search engines, social media, and countless websites thrive on this model. But AI agents — intelligent assistants powered by models like Google’s own Gemini and others — are poised to rewrite these rules.
Imagine this: instead of opening a browser and sifting through search results (and ads), you simply ask your AI agent a question. “Find me the best eco-friendly running shoes under $150 with good arch support.” The agent sifts through the web, reviews, and product specs, then presents you with a direct answer or a curated list. No endless scrolling, no accidental clicks on irrelevant banners.
Convenient for you, yes. But a potential existential threat for businesses whose visibility relies on you seeing their ad on a search results page.
This isn’t just a far-off sci-fi scenario. The early versions of these agents are already here, integrated into our phones, speakers, and search experiences. As they become more sophisticated, our reliance on direct web browsing could diminish, and with it, the prime real estate for current advertising models.
How Big is This Problem?
The global digital advertising market is colossal — valued at over $600 billion in 2023 and projected to grow further. However, a significant portion of this spending is arguably inefficient or ineffective due to the issues above. Estimates suggest that 15–25% of ad spend could be wasted due to fraud, non-viewable ads, or targeting the wrong audience. That’s potentially over $100 billion going down the drain annually.
How Generative AI Turns Up the Heat
Generative AI is a double-edged sword for advertising:
GenAI can create ad copy, images, and videos at an unprecedented scale. While this could lower production costs, it also risks flooding channels with even more (potentially mediocre) content, exacerbating ad fatigue if not deployed thoughtfully.
What Could Advertising Become?
If the old model crumbles, what rises from the ashes? The future of advertising in an agent-driven world won’t be about shouting louder; it’ll be about being genuinely useful, seamlessly integrated, and value-driven.
Smart Advertising
Companies pay when their product or service is shown by the AI helper in a really smart way, at just the right moment, or when it directly leads to a good result (like you asking for more info or buying something). It’s like the old idea of paying for ads, but much more targeted and based on real help given to you.
VIP Agent
You pay a small fee for an even better AI helper. This helper might block all ads, get you special deals, or have other cool features. This way, the AI service makes money from its users, not just from advertisers.
Comment More Ideas Below — — — — ???????
What will happen to the Content Creators?
More of Membership and Subscription ??
websites could become more about connecting directly with a creator’s most loyal audience — a place for special content, discussions, and community building.
Source Material for AI ??
AI agents need information to learn and give answers. High-quality websites could become super important sources for these AIs. Think of them like the libraries where AI goes to study. Super high-quality content may be rewarded in the future.
A travel expert creates incredibly detailed and up-to-date guides. AI agents recognize this quality and suggest these guides when people ask about travel. The creator might then make money from premium versions of the guide
Resources
About Me
Hey, I’m Shailesh Sharma! I help people excel in Product, Strategy, and AI using First Principles Thinking.
For more, check out my Live cohort course, PM Interview Mastery Course, Cracking Strategy, and other Resources