Dec. 25 at 5:40 PM
THE SHIFT IS REAL. GOOGLE IS TAKING AI TRAFFIC.
$GOOGL Gemini has gone from 5.4% to 18.2% of Gen AI web traffic in 12 months. That is not noise, that is a takeover arc. Nearly +13 points of share in a category that was once considered dominated by OpenAI.
And where is that traffic coming from? ChatGPT, which has slid from 87.2% down to 68.0% over the same window. That is a 19-point collapse in dominance. If you believe web behavior reflects user preference at scale, then this is the clearest signal that
$GOOG is not only in the game, it is winning share.
Meanwhile,
$MSFT Copilot, despite being embedded into Windows, Office, and Edge, has barely moved. 1.5% to 1.2%, essentially flat. Distribution alone is not enough. People choose tools they trust and return to. Gemini is earning that trust.