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The Verge · AI· Hayden Field·· 4 小时前AI 评分62

OpenAI 称 ChatGPT 搜索量已相当于 Google 的 20%

OpenAI says ChatGPT is catching up to Google in search

文章要点
  • 1OpenAI 高管在媒体活动上称,ChatGPT 搜索查询量已相当于 Google 的 20%
  • 2该口径只统计触发网页搜索的查询,OpenAI 未说明 Google 数据来源
  • 3Nadella 曾在 2023 年谷歌反垄断庭审中称 Bing 经营十余年仅占约 3% 份额
  • 4OpenAI 上月宣布在 ChatGPT 中引入赞助商品图片,称广告未影响使用
决策要点

ChatGPT 搜索量达到 Google 两成的说法口径较松,但方向上显示 AI 对话入口对传统搜索的分流已成规模,搜索竞争正转向界面与变现之争。

  • 影响:依赖搜索获客的企业面临渠道结构变化,Google 在削减第三方引荐,流量同时向 AI 入口分流;ChatGPT 已引入赞助商品图片,品牌投放多出一种新形态;OpenAI 据称临近明年年初的 IPO,商业化节奏可能加快。
  • 参考:可考虑先算出自身自然搜索流量占比,评估引荐下滑的敞口;值得测试内容在 ChatGPT 等 AI 回答中的可见度;品牌方可小预算试 ChatGPT 赞助商品图片位,看转化再决定投入。
  • 依据:20% 为 OpenAI 消费产品负责人 Adam Fry 在媒体活动上的官方口径,其未说明 Google 数据来源;Bing 约 3% 份额出自 Nadella 在 2023 年反垄断庭审中的说法。
正文

In many circles, “Ask Chat” has replaced “Google it,” and that’s reflected in a new announcement from OpenAI: the volume of search queries run through ChatGPT now equals 20 percent of the volume run through Google.

Adam Fry, OpenAI’s consumer product lead for ChatGPT, made the announcement at a press event on Monday. He said the company defines a search as any time a user inputs a query that results in a web search, as opposed to tasks like defining a term or a simple how-to explanation. (Fry did not specify the source of the Google search volume number.)

Having one-fifth as many searches as Google is still a long way from overtaking it, but for comparison, Microsoft CEO Satya Nadella said during Google’s 2023 antitrust trial that Bing had about 3 percent of the search engine market share after trying for more than a decade. During the trial, Google described AI as a potential disruptor, arguing ChatGPT was poised to seriously compete with it — now, OpenAI seems to agree. (OpenAI likely uses Microsoft Bing for a significant part of its searches, along with its in-house search index, although there is still some speculation that it routes some queries through Google.)

The news comes amid an ongoing search engine shake-up, as Google continues to reduce conventional referrals to third-party sites and invests heavily in AI tools — not just AI Overview but also additional generative AI capabilities, including personalized search results with visualizations and charts. But as search queries increasingly route through OpenAI and other AI labs’ services, other companies are investing in the same types of AI-focused search experience, even if they call it something else: for OpenAI, it’s “Intelligent UI,” or creating a visual and interactive interface within a chatbot response. “That’s where the future of this technology goes. You’re talking to a canvas,” Fry said.

Much like Google, OpenAI sees a potential path to profitability through ads, particularly as it approaches an IPO potentially slated for early next year. OpenAI has defended its ads in the past, and Fry told reporters they hadn’t produced a lasting backlash. “Ads have not negatively impacted the product or the usage of the product,” he said, adding that “most people do not seem to mind ads in the product.”

OpenAI announced last month that the company would begin introducing images of sponsored products and services in ChatGPT rather than just a company’s name, logo, and a link to its product like before.

“Ads have maybe shown us that we could be doing this more, actually,” Fry said.

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  • Hayden Field

来源:The Verge · AI · theverge.com