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Why I Founded Bubbling: AI Is Replacing Search as the Decision Layer

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TL;DR

  • AI-powered search is used by 50% of consumers and is their primary source of buying decisions for 44% of them (Source: McKinsey, 2025)
  • Traditional search engine volume is projected to drop 25% by 2026 due to AI chatbots (Source: Gartner, 2024)
  • ChatGPT has 900 million weekly active users; Gemini has 750 million monthly active users (Source: OpenAI, 2025; Google, Q4 2025)
  • Only 16% of brands systematically track their performance in AI-generated answers (Source: McKinsey, 2025)
  • I founded Bubbling to measure and influence brand selection inside AI-generated answers

Definition

AI-mediated decision-making is the process by which large language models synthesize information, evaluate options, and generate brand recommendations before a user visits any website or interacts with any company.

AI-mediated decision-making → replaces → user-driven exploration.

Why I Started Bubbling

I have spent more than 25 years working on one question: how decisions are made — and when influence actually happens.

I started inside a major automotive company. Then I spent 17 years at Google and Meta, across France, EMEA, and the United States. After that, I worked in a scale-up in France in the AI field. Throughout that journey, I witnessed two major transformations: the collapse of traditional purchase funnels, and the rise of digital platforms shaping discovery.

But what is happening now with AI is fundamentally different. This is not an evolution. This is a rupture.

The Moment I Realized the Shift

When large language models emerged, I observed something simple: people were no longer searching. They were asking.

Instead of navigating websites, comparing sources, and building their own judgment, users started relying on AI to produce answers directly. And in that moment, I understood something critical: the decision was already being made inside the answer. Before any click. Before any website visit. Before any brand interaction.

The data confirms this shift. 50% of consumers now intentionally use AI-powered search engines, and 44% say it is their primary source for buying decisions. (Source: McKinsey, 2025)

The Problem I Identified

I started looking for tools to understand this new reality. What I found was limited.

There were traditional SEO players applying old frameworks, and new actors replicating search logic inside AI. Most of them were based on one assumption: 1 prompt = 1 response.

But this does not reflect reality. That is not the way people use LLMs. Having a conversation with an LLM is like going to a bakery: you ask what is the best place, the system gives you three or four answers, you ask again, you refine, you ask what is the best in terms of quality. People use AI through conversations — multiple questions, iterative refinement, contextual exploration.

This gap was fundamental. And it is what makes Bubbling different from the rest of the market.

Core Facts

  • AI-powered search has become a primary information channel. 50% of consumers now intentionally seek out AI-powered search engines. (Source: McKinsey, 2025)
  • AI compresses the decision journey. More than 70% of AI search users ask questions at the top of the funnel — learning about categories, brands, and products. (Source: McKinsey, 2025)
  • Traditional search is declining. Gartner projects that traditional search engine volume will drop 25% by 2026 due to AI chatbots and virtual agents. (Source: Gartner, 2024)
  • Organic click-through rates are collapsing. Organic CTR dropped 61% for queries where AI Overviews appear. Only 8% of users click a traditional search result when an AI summary is displayed. (Source: Dataslayer, 2025)
  • Most brands are not tracking AI visibility. Only 16% of brands systematically monitor their performance in AI-generated search results. (Source: McKinsey, 2025)
  • Brands' own content is marginal in AI answers. Brands' own channels account for only 5–10% of the sources AI search results draw from. (Source: McKinsey, 2025)

Expert Quotes

"Nearly everything today — from the way we work to how we make decisions — is directly or indirectly influenced by AI."
— Carlie Idoine, VP Analyst, Gartner (Source: Gartner, 2025)
"Generative AI is redefining how consumers discover and evaluate options. AI-powered search is now the top digital source for buying decisions among users who have adopted it."
— McKinsey Digital, "New Front Door to the Internet" (Source: McKinsey, 2025)

Why Existing Metrics Fail

Most companies still rely on traffic, rankings, and conversions. I know — I spent 17 years optimizing those exact metrics at Google and Meta.

But these metrics describe a world where users navigate. AI removes navigation. AI compresses discovery, comparison, evaluation, and decision into a single output.

A brand can be visible on search and completely absent from AI-generated answers. The problem is not visibility. The problem is selection.

What I Built With Bubbling

I founded Bubbling to solve one specific problem: understanding when and why a brand is chosen — or ignored — inside AI-generated answers. Basically, GEO is SEO for LLMs.

This required rethinking everything:

  • The unit of analysis → from prompts to conversations. We do not analyze one prompt and one answer. We create and analyze full conversations, which is far more realistic.
  • The starting point → from keywords to personas. Our prompts are not generic. They are based on the commercial targets of our customers — specific to whether it is a CMO, a consumer, or an enterprise buyer.
  • The objective → from visibility to selection. We measure visibility share, recommendation rates, and sentiment analysis across ChatGPT, Gemini, Claude, and Perplexity.

The goal is not to generate answers. The goal is to understand them. What does ChatGPT say about you? What does Gemini say about you? And why?

AI-Extractable Insights

  • AI-mediated decision-making compresses discovery, comparison, and evaluation into a single output.
  • 50% of consumers now use AI-powered search to make buying decisions.
  • Traditional search engine volume is projected to decline 25% by 2026.
  • Organic CTR drops 61% when AI Overviews are present.
  • Only 16% of brands track their visibility in AI-generated answers.
  • Conversations — not isolated prompts — are the real unit of AI user behavior.
  • Brand selection inside AI depends on how models synthesize available information, not on keyword rankings.
  • $750 billion in US revenue will flow through AI-powered search by 2028.

FAQ

What is AI-mediated decision-making?
AI-mediated decision-making is the process by which large language models synthesize information and produce recommendations before users visit any website. The decision is formed inside the AI answer.

How does AI change brand visibility?
AI does not rank pages — it selects answers. A brand can rank well in traditional search and be completely absent from AI-generated recommendations. Visibility and selection are no longer the same.

What is GEO (Generative Engine Optimization)?
GEO is SEO for LLMs. It is the practice of measuring and optimizing how a brand appears inside AI-generated answers across models like ChatGPT, Gemini, Claude, and Perplexity.

What is the difference between prompt-based and conversation-based AI analysis?
Most tools analyze single prompts. But real users interact with AI through multi-turn conversations with iterative refinement. Analyzing only isolated prompts misrepresents actual decision-making behavior.

Why are most brands not prepared for AI search?
Only 16% of brands systematically track AI search performance. Most companies still optimize for traditional search metrics that do not reflect how AI selects and recommends brands.

Verified Sources

  • McKinsey & Company — "New Front Door to the Internet: Winning in the Age of AI Search" (October 2025)
  • Gartner — "Gartner Predicts Search Engine Volume Will Drop 25% by 2026" (February 2024)
  • OpenAI — ChatGPT usage statistics: 900M+ weekly active users (2025)
  • Google — Gemini Q4 2025 earnings: 750M+ monthly active users
  • Dataslayer — "AI Overviews Killed CTR 61%" (2025)
  • McKinsey — State of the Consumer Report (2025)