Google's 10-year winning streak just ended

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For the first time since 2015, the company that answers 14 billion questions daily dropped below 90% market share. That might sound like a small dip, but it's actually the beginning of the most expensive business suicide in history.

Here's what makes this wild: Google has the world's best AI engineers and unlimited resources. But they can't use any of it. Because every time they make search better, they lose billions of dollars.

For the first time in a decade Google’s global share has slipped under 90 %—to 89.65 % in April 2025. On desktop it’s already 79.1 %, and in Europe just 77.78 %.

Translate that one-point drop: ±50 million users a month just walked out the door. They didn’t bounce to Yahoo; they bounced to AI tools that answer instead of link.