Sainteur · Highly Regarded Market News

Equities

OpenAI says ChatGPT now handles 20% as many searches as Google

The figure is OpenAI's own: it counts only queries that trigger a web search, and the company didn't say where its Google number came from.

By ·

Why it matters: OpenAI is pitching ChatGPT as a real rival to Google in search while it is betting on ads, Google's own model, ahead of a possible IPO.

For information only, not investment advice. Prices delayed.

Tickers: GOOGL

OpenAI says the volume of search queries run through ChatGPT now equals 20% of the volume run through Google, the search engine owned by Alphabet ($GOOGL). Adam Fry, OpenAI's consumer product lead for ChatGPT, made the claim at a press event on Monday, The Verge reported.

Read the footnote before the headline number. OpenAI counts a search as any query that results in a web search, not tasks like defining a term or a simple how-to explanation. And Fry did not say where the Google figure came from, so the comparison rests on OpenAI's own math.

Why 20% is a big number

For scale, Microsoft CEO Satya Nadella said during Google's 2023 antitrust trial that Bing had about 3% of the search market after trying for more than a decade. At that same trial, Google described AI as a potential disruptor and argued ChatGPT was poised to compete with it seriously. The Verge noted that OpenAI likely relies on Bing for a significant part of its searches, along with its own index.

The ads angle

Like Google, OpenAI sees ads as a potential path to profitability, The Verge reported, particularly as it approaches an IPO potentially slated for early next year. Fry said the ads haven't produced a lasting backlash.

Ads have not negatively impacted the product or the usage of the product,

Adam Fry, OpenAI's consumer product lead for ChatGPT

Sources

  1. OpenAI says ChatGPT is catching up to Google in search, The Verge

Tags: ai · big-tech