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Bottom Line Up Front: DuckDuckGo made waves this week by surveying its users about the future of AI and search. The question was simple: Do you want AI in search or not? Possibly to the surprise of many, the survey results weren’t even close. Users overwhelmingly rejected AI, with over 90% of the +110,000 respondents marking “No.” DuckDuckGo remade the poll on X, and 85% of users there said “No” to AI. With such an overwhelming response, this might lead many in the AI space to consider what it means for the technology as an investment thesis and for the millions being poured into it.
The Details: Trillions have either been spent or committed to the buildout of AI and AI infrastructure. The biggest companies in the world, like OpenAI, Nvidia (NVDA), Meta (META), Alphabet (GOOG) (GOOGL), and Amazon (AMZN), are all in a race to become the No. 1 player in the AI space. But consumer tides might be shifting. What was once seen as a cool and useful tool is increasingly being rejected by consumers.