Google says AI Mode queries monetize at a lower rate, weighing on search revenue
10/31/2026 — 10/31, 13:17·1 sources (all)·1 reports (all)
Key takeaways
- According to Latent Space's AINews newsletter, Google chief business officer Philipp Schindler said surging AI Mode queries are weighing on…
Background & analysis
According to the AINews newsletter from Latent Space, Google Chief Commercial Officer Philipp Schindler said that the strong growth in AI Mode queries is weighing on the business, because AI Mode monetizes at a lower level. The newsletter added that this remark, combined with other weak earnings figures, triggered a sharp drop in tech stocks and pushed the discussion toward the risk of an AI bubble and a bear market.
The newsletter also noted that Google does not break out AI Mode in sufficient detail, so it is not yet possible to independently verify how much AI Mode is affecting Search revenue. As of now, the story stands at that point: Philipp Schindler has publicly attributed the lower monetization to AI Mode, while Google has not provided a more granular breakdown of the figures.
AI-generated from 1 reports · updated 6 days ago
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According to Latent Space's AINews newsletter, Google Chief Business Officer Philipp Schindler said strong growth in AI Mode queries had an impact because of the lower monetization seen in AI Mode. The newsletter ties that comment, alongside other weak earnings results, to steep declines across tech stocks and renewed debate over an AI bear market.
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