Re:CoreWeave bond yield tops 16% as AI credit stress rises
by brunoTbear on Tuesday November 10, 2026 @02:19AM
(#50437102)
Most recent earnings show continued growth in queries and ad revenue. Phillip made clear we’ve not yet begun to see the full potential for ad placement in ai results. I’m very bullish long term Google.
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Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @02:30AM
(#50437188)
There are discussions here on HN where Google is juicing search growth by simply raising prices or doing shady things like getting rid of exact match. This can raise revenue temporarily but will lose long term.
Total human search volume has likely already started to decline.
Further more, we are at a point where searching in ChatGPT or AI apps is simply better and faster than Google.
In this new world, Google is not the leader nor a monopoly.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by slopinthebag on Tuesday November 10, 2026 @05:09AM
(#50438190)
> Total human search volume has likely already started to decline.
source?
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @06:09AM
(#50438657)
Here’s one: https://ppc.land/ziff-davis-loses-37-of-its-google-search-tr...
Because Google doesn’t break down search volume, we don’t know for sure.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by slopinthebag on Tuesday November 10, 2026 @07:31AM
(#50439414)
thats proof that those sites are losing clicks, not that google is.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @07:41AM
(#50439525)
There are only two possible reasons:
1. Humans are searching less on Google.
2. Humans get the answer from Google AI answers at the top, which means AI is better at finding what the human wanted than traditional Google search results.
Both are bad for Google.
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by slopinthebag on Tuesday November 10, 2026 @08:35AM
(#50440117)
3. People are searching less for IGN and CNET
Re:CoreWeave bond yield tops 16% as AI credit stress rises
by aurareturn on Tuesday November 10, 2026 @10:33AM
(#50441816)
I think my two reasons are more likely.
Other sources:
https://www.searchenginejournal.com/google-search-decline-pu...
https://www.niemanlab.org/2026/07/search-traffic-has-decline...
https://www.linkedin.com/posts/randfishkin_google-search-tra...