Comment by martinald

I don't think so. According to some very basic research there are around 8bn searches a day, or 250bn a month.

Let's assume Google serves AI overviews on every SERP (they don't) and don't cache them (they do, afiak).

And let's assume that each AI overview is 2000 tokens (blended input/output), that's 500T tokens a month.

It's rumoured that anthropic is serving somewhere close to 10Q tokens a month.

Now it may be that AI overviews uses vastly more tokens than that per search, but I doubt it based on speed to render the overview.

My very rough napkin math on this is that maybe AI overviews is consuming 100T tokens/month max (after adjusting for caching and SERPs that don't have them), which would be 1% of Anthropic token volume.