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AI reshapes search and shopping funnels, but ad dollars haven’t followed

eMarketer reports that Google, Amazon, Booking, and Reddit all show AI touching discovery and purchase now, but monetization badly lags adoption. Referral traffic is shifting to chatbots faster than advertisers can buy against it.

Why it matters. Booking Holdings loses referral traffic to Google’s AI Overviews and must now buy paid placement inside ChatGPT to keep visibility with consumers.

Signal from emarketer.com · read the original.

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