Part 2 — Winners & Losers: Industries, Google SGE, and AI-Native Engines

The Impact of Artificial Intelligence on Organic Search

In this post

    In-depth Industry Analysis: Sectors and Impact Models

    1. Industry Classification by AI Vulnerability

    Research by Moz & SEMrush (2024) developed the AI Vulnerability Index (AIV), which classifies industries by the degree of impact of direct AI responses on organic traffic. This classification allows prediction of impact for emerging industries.

    Identified vulnerability categories:

    Extreme Vulnerability (AIV 85-95):

    • Restaurants and food delivery (AIV: 92)
    • Local information (AIV: 89)
    • Tourism and travel (AIV: 88)
    • Basic education (AIV: 87)

    High Vulnerability (AIV 70-84):

    • Health and wellness (AIV: 78)
    • News and media (AIV: 76)
    • Basic financial services (AIV: 74)

    Moderate Vulnerability (AIV 50-69):

    • E-commerce and retail (AIV: 62)
    • Real estate (AIV: 58)
    • Professional services (AIV: 55)

    Low Vulnerability (AIV 20-49):

    • Advanced technology (AIV: 42)
    • Complex financial services (AIV: 38)
    • Specialized B2B industry (AIV: 35)

    2. Detailed Industry Case Studies

    The Hotel and Tourism Industry Case

    The tourism industry offers the most dramatic example of transformation, with increased search efficiency combined with severe traffic declines to traditional sites. The Expedia Group & Google Travel study (2024) analyzes 10 million travel searches.

    Specific documented data:

    • 67% of “hotel in [city]” searches receive direct AI response
    • 34% decrease in visits to independent hotel websites
    • 89% increase in direct bookings through AI assistant
    • Decision time reduction from 4.2 days to 1.7 days

    Impact on different actors:

    • Major OTA platforms: Rapid adaptation, proprietary AI integration
    • Independent hotels: Severe negative impact, need for AI partnerships
    • Travel agencies: Reconversion toward AI-assisted consultancy

    Transformation in Medical and Health Sector

    AI Impact Analysis by Content Type

    The medical sector presents the most complex dynamics of AI impact, combining user benefits with challenges for medical content providers. Harvard Medical School & WebMD Comprehensive Study (2024) analyzes 2.8 million medical searches.

    Specific transformations identified:

    Pre-AI medical search types:

    • “headache causes” (62% of searches)
    • “flu symptoms” (58% of searches)
    • “dermatologist Bucharest” (71% of searches)

    Post-AI medical search types:

    • “I have a headache for 3 days, I’m 28 years old, no medical history, what could it be?” (73% of similar searches)
    • “My symptoms include fever, dry cough and fatigue – is it COVID or flu?” (69% of similar searches)
    • “I want a dermatologist in Bucharest specialized in acne, with good reviews, available this week” (67% of similar searches)

    Implications for medical service providers:

    • General medical websites: 47% decrease in informational traffic
    • Private clinics: 23% increase in specific and qualified requests
    • Appointment platforms: 156% increase in AI-integrated usage

    Redefined Competition in the Search Engine Market

    1. First Significant Decline of Google’s Monopoly

    Search Engine AI Performance Comparison

    For the first time in its 25-year history, Google registers a measurable and sustained erosion of dominance in the search market. Statista & ComScore analysis (2024) documents the most significant redistribution of market shares in the last two decades.

    Redistribution factors:

    • Search experience fragmentation – users use multiple platforms
    • Vertical specialization – engines optimized for certain types of questions
    • New generations more easily adopt AI-native alternatives
    • Corporations experiment with internal AI solutions

    2. Emergence and Consolidation of AI-Native Engines

    Perplexity AI – The “Scholarly Search” Model

    • Grown from 0.1% to 2.1% market share in 18 months
    • Specialized in searches with academic citations
    • Preference in educational environment (34% of students)
    • Monetization model: premium subscription + API

    You.com – The “Personalized AI” Platform

    • Focus on advanced personalization
    • Native integration with AI coding assistants
    • Adoption in tech community (28% of developers)
    • Strategy: partnerships with popular IDEs

    Claude Search (Anthropic) – “Safety-First Search”

    • Specialized in verified and safe content
    • Implementation in government institutions
    • Emphasis on source transparency
    • Positioning for regulated markets

    3. Google’s Response Strategy: SGE and Gemini Integration

    The launch of Search Generative Experience (SGE) represents Google’s most aggressive transformation in the last 15 years. Internal Google Research study (2024) reveals impact on its own ecosystem.

    SGE Results – Detailed Analysis:

    Impact on clicks:

    • 23-48% reduction for different content categories
    • 156% increase in time spent on search page
    • 34% decrease in follow-up searches
    • 28% increase in user satisfaction

    Economic value redistribution:

    • Traffic to news sites: -41%
    • Traffic to e-commerce: -12%
    • Traffic to local services: -35%
    • Traffic to educational content: -29%

    Advanced Data Integration and Contextual Responses

    1. “Knowledge Graph Fusion” – The New Aggregation Paradigm

    Google, Bing and AI-native engines now use sophisticated aggregation techniques that combine information from dozens of sources to create synthetic and contextual responses. This evolution transcends simple information extraction, creating new derivative content .

    Sources integrated into responses:

    For local/business searches:

    • Google Maps & Google My Business (rating, hours, menu)
    • Yelp & TripAdvisor (reviews, photos)
    • Official websites (updated information)
    • Social media (recent posts, events)
    • Real-time traffic data

    For product searches:

    • Manufacturer catalogs (technical specifications)
    • Review sites (scores, comparisons)
    • E-commerce platforms (prices, availability)
    • YouTube (video reviews, tutorials)
    • Reddit & forums (user opinions)

    2. Impact on Local Businesses – Granular Analysis

    The transformation of local searches represents the most dramatic change for small and medium businesses. Local SEO Guide & BrightLocal Study (2024) analyzes 50,000 local businesses.

    Impact typologies identified:

    Businesses with “Rich Information” (restaurants, hotels):

    • Organic traffic reduced by 35-52%
    • Direct interactions increased by 67% (calls, reservations)
    • Increased dependence on Google Business Profile optimization
    • Improved ROI for review investments

    Professional services (lawyers, accountants, doctors):

    • Organic traffic reduced by 18-28%
    • Lead quality improved by 34%
    • Increased importance of specialized content
    • Need for presence on AI-native platforms

    Physical retail:

    • Site traffic reduced by 22-31%
    • Store visits increased by 12-19%
    • Maximum importance for updated information (stock, hours)
    • Integration with inventory management platforms

    Google SGE and Web Ecosystem Transformation

    1. Comprehensive Analysis of Search Generative Experience

    SGE represents the most radical change in Google’s history, being the first experiment that prioritizes AI over traditional organic results. BrightEdge research on 25,000 keywords offers the most detailed impact analysis.

    Search categories by SGE impact:

    Extreme Impact (80-95% click reduction):

    • Simple definitions and explanations
    • Quick conversions (temperature, time, exchange rates)
    • Direct factual questions
    • Information about public figures

    High Impact (60-79% click reduction):

    • Simple how-tos and instructions
    • Basic product comparisons
    • General health and nutritional information
    • Historical and geographical data

    Moderate Impact (30-59% click reduction):

    • Complex commercial searches
    • Specialized local services
    • Advanced educational content
    • In-depth analysis and opinions

    Low Impact (0-29% click reduction):

    • Premium and specialized content
    • Complex B2B services
    • Video and multimedia content
    • Interactive platforms

    2. Transformed Economic Model

    SGE implementation fundamentally changes the internet’s economic model, reducing the value of certain content types while creating new opportunities.

    Winners & Losers in the new economy:

    Winners:

    • Platforms with interactive content and complex experiences
    • B2B services with specialized expertise
    • E-commerce with differentiated products
    • Video and multimedia content creators
    • Companies with valuable proprietary data

    Losers:

    • Generic informational content sites
    • Simple news aggregators
    • Simple price comparison sites
    • Superficial content blogs
    • Traditional web directories