OpenAI Says ChatGPT’s Search Volume Is Now a Fifth of Google’s - Yahoo Finance
By Google News AI ·
Alphabet (GOOGL) stock has fallen 13.81% since its Oct. 28 earnings report, where Google admitted AI Mode generates lower revenue per query.
Ahrefs estimated ChatGPT handles only 12% of Google's traditional search volume, while seoClarity put the share at just 7.5%.
Alphabet's $51.355 billion in capital spending drove quarterly free cash flow to negative $9.065 billion despite 103% Cloud revenue growth.
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At a dinner OpenAI hosted in New York City on the night of Nov. 2, 2026, ChatGPT consumer product lead Adam Fry said in an interview that "ChatGPT's volume of search-like queries is now roughly one-fifth the volume of queries of Google." OpenAI is private, so the figure lacks the independent verification that a public filing would provide. The company it is measured against is Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), and Alphabet's stock was already falling before Fry spoke.
Alphabet fell from $324.89 on Oct. 28, the day of its third-quarter report, to $283.82 the next day, and has not recovered that ground. A 0.37% gain to $280.03 on Nov. 3 still left it 13.81% below the Oct. 28 close and down 10.36% for the year.
The small Nov. 3 gain appears unrelated to OpenAI's claim, and the larger question is whether a rival's own usage claim outweighs Google's reported numbers, which show Search making less per query as AI answers spread.
Fry defined a search as "basically anything that a user would have traditionally gone to a traditional search engine for." He named no Google figure, time period, or region, so the comparison has no stated…
Originally published by Google News AI
