Google-AI Overlap, Changing User Behavior, AI Mode, SiriGPT

The Google-ChatGPT Overlap

The chart below is getting a lot of attention on LinkedIn and Twitter. The data is from Similar Web. What it shows is the overlap between Google and ChatGPT users. In August, according to Similar Web, 95% of ChatGPT users went to Google, while just over 14% of Google users visited ChatGPT. The argument: everyone's using Google, only a fraction are using ChatGPT – and even ChatGPT users are visiting Google. In addition, ChatGPT referral traffic has recently declined. And here's another piece of data: there's potentially no conversion difference between Google and ChatGPT traffic. One conclusion might be: just focus on Google; you're not going to get enough leads from ChatGPT and Google's never going away. However, according to multiple surveys between 35% to nearly 60% of adults have used AI applications, mostly ChatGPT. (Frequency is a different discussion.) That represents somewhere between 90 and 160 million people in real terms. Many of those people are doing things on ChatGPT that they would otherwise have done on Google in the past. So what's "really going on" and why should you care?