Mobile Dev Memo Podcast

Season 4, Episode 10: AI Overviews and consequences for the open web (with Paul Bannister)


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My guest on this week's episode of the podcast is Paul Bannister, the Chief Strategy Officer at Raptive. Paul is returning to the podcast for the third time; see the first two episodes here and here.

Our topic of discussion is Google's AI Overviews product, which I profiled in Google's Gambit. Among other things, we cover:

  • How web publishers perceive AI Overviews;
  • Whether AI Overviews have yet appreciably impacted publisher traffic;
  • How AI Overviews might fit into Google's broader strategy with respect to the Open Web and Cookie deprecation;
  • Google's claim that AI Overviews result in increased clicks to publisher websites;
  • Whether AI Overviews can fortify Google against competition from other LLM-based search or chatbots, like Perplexity;
  • Whether AI Overviews incentivize publishers to license their data to Google in exchange for exposure;
  • Google's Quick View feature;
  • What it means that Google's share of the search advertising market is expected to drop below 50% in 2025.
  • Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:

    • Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.
    • ⁠⁠⁠Clarisights⁠⁠. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to⁠⁠⁠ clarisights.com/demo⁠⁠⁠ to try it out for free.
    • INCRMNTAL⁠⁠. True attribution measures incrementality, always on.
    • ...more
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