Part 4/10:
The launch is not merely a new product; it’s a move that could fundamentally shift the search engine landscape. Currently, Google holds an overwhelming share of the global search market, generating most of its revenue through advertising on search results (via AdSense). However, AI-powered browsers like Atlas threaten this model by offering summarized, synthesized information rather than traditional keyword-driven results.
The impact was immediately reflected in the stock market, where Alphabet’s shares fell roughly 2.8% following the announcement. This decline underscores investor concern about the potential erosion of Google’s core business—advertising revenue driven by search queries—if users increasingly turn to conversational AI tools for quick, accurate summaries.