A few graphs that show why Google would be smart to "burn the boats" and go all in on Gemini:
1. Google share of search sessions is finally starting to fall to ChatGPT and other LLMs - now <80% vs. 88% this time last year. Google's DAU/MAU ratio has also moved downwards for the first time in a long time (now 25% vs. 28% pre-ChatGPT).
2. "AI Mode" on Search has been slow to take off, with usage at <10% of weekly sessions across geos where it has been launched. This has actually been moving downwards over time in several markets (UK and India), though is flat / slightly up in the U.S.
3. Gemini is taking off - especially post Gemini-2.5 launch this spring (weekly users up 2x since then on desktop). Retention cohorts are improving over time and even "smiling upwards" (!) as the underlying models improve and new capabilities are introduced.