OpenAI: ChatGPT Reaches 20% of Google's Search Volume

Key Takeaways

1ChatGPT handles a search volume equivalent to 20% of that of Google according to OpenAI

2The company is introducing sponsored images and preparing an Intelligent UI interface

3Google is investing in generative AI and modifying its search results

4OpenAI may use Bing and possibly Google for certain queries

Why it matters : ChatGPT is establishing itself as a major player in online search, prompting industry giants to accelerate their transformation through AI.

OpenAI claims that ChatGPT now handles a search volume equivalent to 20% of that of Google. The company is developing advertising within its chatbot and preparing an interface called Intelligent UI, while Google is strengthening its own AI-based search tools. The definition of searches, advertising formats, and technical dependencies frame this progression.

OpenAI Bets on Advertising and Considers an IPO

OpenAI presents advertising as a profitability lever, especially with an IPO potentially on the horizon early next year. The company has already defended the presence of ads in its products. Adam Fry, head of consumer products for ChatGPT, indicates that these ads have not elicited any lasting negative reactions and asserts that they do not have a negative impact on the product or its usage, as most users seem unbothered by their presence. Last month, OpenAI announced the introduction of sponsored images of products and services in ChatGPT, whereas previously, advertising was limited to the company name, its logo, and a link. According to Fry, these ads may have shown that OpenAI could go further in this area.

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The "20%" Explained and Comparison with Bing

Adam Fry announced at a press event that ChatGPT processes a search query volume equivalent to 20% of that of Google. OpenAI clarifies that a search corresponds to any input that results in a web search, as opposed to requests for definitions or explanations. Fry did not specify the source of the figure used for Google's volume. For comparison, Satya Nadella, CEO of Microsoft, stated in 2023 that Bing held about 3% of the search market after more than ten years of effort. During the same trial, Google presented AI as a potential disruptor and estimated that ChatGPT was ready to seriously compete with it.

"Intelligent UI" Interface and the Industry's AI Shift

OpenAI is developing an interface called Intelligent UI, aimed at making the chatbot's responses more visual and interactive. Adam Fry describes this direction as the future of technology, where the user "talks to a canvas." Meanwhile, Google is investing in AI tools like AI Overview and enriching its search results with visualizations and custom graphics. Other companies are also experimenting with AI-centered search approaches under various names. This movement comes as Google reduces traditional referrals to third-party sites.

Behind ChatGPT, Bing, and a Homegrown Index, with Gray Areas

To handle searches, OpenAI would likely rely on Microsoft Bing in addition to its own index. There is also speculation that some queries could route through Google.