The Business Engineer

The Business Engineer

AI & The Search Paradigm Shift

Gennaro Cuofano's avatar
Gennaro Cuofano
Oct 14, 2025
∙ Paid

The current narrative around Google Search’s resilience in the AI era fundamentally misunderstands the transformation underway.

The graphic below is what I’ve explained in the past about reading the quantitatiev data but missing the big picture.

In fact, the graphic argues that since Google Search is seeing an increased usage, then nothing is changing, actually, traditional search might be having a sort of resurrection!

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Perspective-First Analysis Framework

Perspective-First Analysis Framework

Gennaro Cuofano
·
September 12, 2025
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Yes, search volume is growing. Yes, AI tools are driving more queries to Google. But this growth obscures a profound architectural shift: search is transitioning from a human-facing productivity tool to an invisible retrieval layer for AI agents.

This isn’t about whether search survives, it will. This is about understanding where the search business survives and what that means for its economics.

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