It's crucial to balance the hype around LLMs with data. While their usage is growing at an explosive 100% year-over-year rate, the total volume of LLM queries is still only about 1/15th the size of traditional Google Search. This highlights it as a rapidly emerging channel, but not yet a replacement for search.
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Data shows traditional SEO traffic from '10 blue links' is flat, not declining. The rapid growth of LLMs represents an additive channel, increasing the total volume of search and discovery, rather than replacing existing search behaviors. Marketers should view this as a growing, not a shifting, market.
LLMs have hit a wall by scraping nearly all available public data. The next phase of AI development and competitive differentiation will come from training models on high-quality, proprietary data generated by human experts. This creates a booming "data as a service" industry for companies like Micro One that recruit and manage these experts.
Contrary to the narrative that AI will kill search, Google sees AI as an expansionary force. Features like AI overviews and Google Lens are driving a 70% YoY increase in visual searches, fulfilling new types of user curiosity and increasing the total volume of questions asked.
Users now ask AI models highly specific, long-form questions, not short search terms. HubSpot's CEO advises creating more detailed content with better citations and case studies to provide authoritative answers for these complex queries and remain visible.
Traffic driven by answer engines is significantly more qualified. Webflow observed a 600% higher conversion rate from LLM referrals compared to traditional search. This is likely because users have higher intent after a detailed conversational query process, making AEO a highly valuable channel.
