Meeker Reveals the Hurdle the Google Must Over: Can Google Be Agile Again?
June 20, 2025
Just a dinobaby and no AI: How horrible an approach?
The hefty Meeker Report explains Google’s PR push, flood of AI announcement, and statements about advertising revenue. Fear may be driving the Googlers to be the Silicon Valley equivalent of Dan Aykroyd and Steve Martin’s “wild and crazy guys.” Google offers up the Sundar & Prabhakar Comedy Show. Similar? I think so.
I want to highlight two items from the 300 page plus PowerPoint deck. The document makes clear that one can create a lot of slides (foils) in six years.
The first item is a chart on page 21. Here it is:
Note the tiny little line near the junction of the x and y axis. Now look at the red lettering:
ChatGPT hit 365 billion annual searches by Year since public launches of Google and Chat GPT — 1998 – 2025.
Let’s assume Ms. Meeker’s numbers are close enough for horse shoes. The slope of the ChatGPT search growth suggests that the Google is losing click traffic to Sam AI-Man’s ChatGPT. I wonder if Sundar & Prabhakar eat, sleep, worry, and think as the Code Red lights flashes quietly in the Google lair? The light flashes: Sundar says, “Fast growth is not ours, brother.” Prabhakar responds, “The chart’s slope makes me uncomfortable.” Sundar says, “Prabhakar, please, don’t think of me as your boss. Think of me as a friend who can fire you.”
Now this quote from the top Googler on page 65 of the Meeker 2025 AI encomium:
The chance to improve lives and reimagine things is why Google has been investing in AI for more than a decade…
So why did Microsoft ace out Google with its OpenAI, ChatGPT deal in January 2023?
Ms. Meeker’s data suggests that Google is doing many AI projects because it named them for the period 5/19/25-5/23/25. Here’s a run down from page 260 in her report:
And what di Microsoft, Anthropic, and OpenAI talk about in the some time period?
Google is an outputter of stuff.
Let’s assume Ms. Meeker is wildly wrong in her presentation of Google-related data. What’s going to happen if the legal proceedings against Google force divestment of Chrome or there are remediating actions required related to the Google index? The Google may be in trouble.
Let’s assume Ms. Meeker is wildly correct in her presentation of Google-related data? What’s going to happen if OpenAI, the open source AI push, and the clicks migrate from the Google to another firm? The Google may be in trouble.
Net net: Google, assuming the data in Ms. Meeker’s report are good enough, may be confronting a challenge it cannot easily resolve. The good news is that the Sundar & Prabhakar Comedy Show can be monetized on other platforms.
Is there some hard evidence? One can read about it in Business Insider? Well, ooops. Staff have been allegedly terminated due to a decline in Google traffic.
Stephen E Arnold, June 20, 2025
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