Search isn't dying.
But the way we search is.
AI answers are faster, more conversational, and increasingly good enough.
And that’s a $200B problem if you’re Google.
Why? Because search was cheap to run and easy to monetize.
LLM answers? 10x more expensive and way harder to slap ads on.
This isn’t just tech evolution—it’s business model detonation.
And it’s forcing companies like Google to choose between protecting the cash cow or betting the farm.
Now let’s see who’s already going all-in…
📈 How are companies using AI?
➜ Banking on GenAI. OakNorth just partnered with OpenAI to beef up its AI-led digital banking services. The goal? Deliver smarter, faster decisions for lower middle market businesses—the segment that usually gets ignored.
FFNews
➜ Talk Your Way Through eBay. eBay rolled out a conversational shopping assistant to help you find the right product, faster. Think ChatGPT, but it wants you to bid.
Customer Experience Dive
➜ AI ≠ Abs & Glutes, Yet. Peloton earnings fell short, but the company blamed tariffs and not the AI. They’re hoping new features—including personalized content—can help pedal earnings back up.
The Verge
➜ Your Next Mattress Is AI-Picked. Mattress Firm is using AI to optimize inventory so your local store stops running out of queen-size memory foam at the worst time.
Retail Dive
➜ Dinner and Data. The Oura ring is adding AI-driven features that track your meals and glucose intake. Sleep, steps, and now spaghetti—all in one dashboard.
CNET
➜ An Algorithmic Jackpot. AI-powered personalization is paying off for Pinterest, with a 16% bump in revenue. More relevance = more clicks = more ads sold.
PYMNTS