谷歌此前曾淡化AI聊天机器人对其搜索业务影响的担忧，但Melius分析师表示，OpenAI新推出的"Pulse"功能显示谷歌投资者仍有担心的理由。
Pulse将提供个性化的每日摘要，预测用户当天的需求，这可能让OpenAI提供更有价值和个性化的广告服务。分析师指出："如果预测搜索和记住用户偏好成为常态，OpenAI可能会比投资者预想的更快、更大程度地拉平竞争环境。"
与此同时，模仿人类搜索者的AI爬虫可能会虚增谷歌的查询报告数量，从而拖累点击率。研究显示，当谷歌提供AI概览时，点击率会出现下降。
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