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