Duck Tales: AI optionality, and why DuckDuckGo installs are up ~40% since Google swapped search for AI mode (Ep.35)

In this episode, Cristina (Chief Marketing Officer) and Kamyl (Chief Comms & Public Affairs Officer) discuss the AI announcements of Google I/O, our response, and how our long-term stance on AI optionality led to rapid and record growth.

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Cristina: Hi, and welcome to Duck Tales, where we go behind the scenes at DuckDuckGo and discuss the stories, technology, and people that help build privacy tools for everyone. In each episode, you’ll hear from employees about our vision, product updates, engineering, or approach to AI. We’ve been running Duck Tales for over six months now and have a strong and engaged following on Substack, especially. We’d love to get your feedback. What do you like or dislike about Duck Tales? What topics would you like to hear more about? Is there anything you’d like us to go deeper on? You can write to us at podcast at duckduckgo.com. That’s podcast at duckduckgo.com with suggestions. We will read all of them. And you can find our email in the show notes too. So with that said, hi, I’m Cristina. I’m on the marketing team. And today I’m here with Kamyl, who leads our communications and public affairs teams. And we’re gonna interview each other today. Kamyl, do you wanna say hi or anything else?

Kamyl: Ha ha. Greetings everyone. Thanks for tuning in. Cristina, I’m really excited to talk about our topic today with you.

Cristina: Awesome. Okay, so to jump in, DuckDuckGo has always been known for privacy, but lately we’ve been talking a lot about AI choice. How did private, useful, and optional become the lens we put on AI?

Kamyl: So I remember when ChatGPT first launched and I was talking to Gabriel a little bit about, you know, how do we think this is going to show up in DuckDuckGo? And I think one of the things that makes working here at DuckDuckGo really fun and different is that we get the freedom to think a little differently, and to say if everyone is doing one thing, how can we do it a little different. How can we think about AI in a way that’s uniquely DuckDuckGo? And that’s how we landed on private, useful, and optional. Private, what most people know about DuckDuckGo, we’ve always respected our users’ privacy, never collect search histories, anything like that. And we do the same with AI. Useful in that we never wanted to just launch an AI feature. Because it’s AI, but it actually had to do something helpful. It had to do something to improve the search experience or the browsing experience. And then optional, knowing that there are many people out there with many different opinions about AI, and opinions are still forming. Some people want the ability to use it to the their most its most extent. And some people don’t want to see it at all. And that, you know, because of a lot of big tech investments in a in a in AI like Google, they aren’t willing to necessarily just give AI a straight up off button. So we knew that those were things that we could do uniquely, put them together and then that became our lens.

Cristina: So because we are in this optional standpoint, we offer a no AI experience, we also offer things like Search Assist and Duck.ai. How do you respond to folks who might say that offering this range is contradictory?

Kamyl: Right. You know, I think it’s part of the it’s a major part of our goal at DuckDuckGo to let people use the internet how they wanna do it, but more privately and without trade-offs. And so some people want to use the internet with AI and some people want to use it without AI. And so to us, giving people a way to do whatever they want in a more private way without trade-offs feels really core to our mission. And so it’s not contradictory. We don’t have to have sort of one binary stance on it. We have to think about who our users are and what they want. And instead of forcing them into one experience, we think it’s the right thing to do to let them choose.

Cristina: Got it. So for you and I and the team, it’s been a very busy, very exciting few weeks. Yes. And this all started at the Google I/O conference. Can you tell us what was that and why did it have an impact on us?

Kamyl: Indeed it has. Yes. So Google I/O happens every year. It’s their developers conference and they announce you know, a extremely long laundry list of new features and products and things that they are excited about. And at the top of that list were changes to core Google search. Essentially that they were going to turn it and are in the process of turning it into a more AI forward experience that is turning the search bar into an AI chat bar. And essentially the moment that that happened we saw organic conversations about it explode over the internet. Why is Google doing this? They’re getting rid of blue links. Here we go again. The issues they we saw on AI Overviews. And it was a moment where you know, if Google has been trying to kind of boil the frog in terms of really slowly changing the experience to turn it into pretty much a full AI chat experience, this was the moment that the frog started to jump out a little bit. And that’s sort of what we saw on social, that people sort of saying. We have enough of this. This is making it worse. This is the last straw. And as people started doing that, you know, we saw people recommending DuckDuckGo in really high numbers. And also starting to download DuckDuckGo in much higher numbers than we were seeing before. Over the two weeks or th— really three weeks since the Google I/O conference, our installs are up thirty to forty percent above baseline. And so it was really exciting to see DuckDuckGo being a part of this conversation and people recognizing after you know talking about optionality for a long time, sort of people recognizing that that’s a really important part of our product and coming to us for that reason.

Cristina: Yeah, absolutely. I mean, we saw this amazing conversation a folding unfolding around us. Can you go a little deeper in terms of how we joined the conversations, worked to reach more people and some highlights of what they were saying?

Kamyl: Absolutely. There were multiple Reddit threads about, you know, not only the the the news that Google was making these changes, but then about how much we had grown. At one point we had announced that search that that installs were up almost eighty percent, almost seventy-five percent from a pre-Google I/O baseline. And once this news got out and people were reacting to it, it it really just exploded. It was kind of an important social proof, I think, that people were interested in seeing that, you know, people aren’t just complaining about Google, but they’re actually trying out different things. We’ve even done some research about, you know, who are these new folks coming to DuckDuckGo and what are the reasons that they’re that they’re coming to us. And one of the top reasons is that they’re unsatisfied with Google’s search results. That the quality had gone down to to an extent that they had sort of finally had it. And, you know, of course many users feel trapped within the Google ecosystem, so it’s not exactly easy to leave. But I think installing us was sort of the easiest way to do that. And you know, seeing so many threads on Reddit, for example, with twenty K plus upvotes. I think we made the front page of Reddit. It was it was pretty amazing to watch.

Cristina: Yeah, absolutely. Well—

Kamyl: So as a part of that, you know, I want to now ask you a few questions. You know, that was sort of the tip of the spear when we saw this incredible engagement online. We thought, okay, how could we start to extend the conversation and maybe do some paid channels? What was our approach there? How did we start to pivot a little bit?

Cristina: Yeah, well we we saw this amazing organic growth and wanted to help amplify it. Normally we spend months planning a campaign and making creative, but this was very much about time is of the essence and we had to mobilize quickly. In a way, we had planned for this kind of moment, seeing the big reaction in this yes/no AI campaign we did earlier this year, and so the foundation was in place. We launched so many channels in record time. A national billboard campaign, including over a dozen in Times Square, radio, TV, YouTube, many, many channels. And the messages included things like big tech forces AI on you. We make it optional. And AI surveillance should be banned. AI should be optional and private. We wanted to be very straightforward, point to the moment we were reacting to, and share a bit of a TLDR manifesto.

Kamyl: Yeah, it was so fun to see the team work so quickly in getting all this new content up and then seeing seeing the response. So can you talk a little bit about what the response and the results have been like?

Cristina: Yeah, I mean, on the qualitative side, like we saw in the organic response, it was just incredible. Folks echoing our rallying cry, engaging with the ads, talking about it in a way we haven’t seen before. Social ads were getting tons of upvotes and shares, right? An ad getting upvotes, it kind of hurts my brain a little bit. But as a marketer, it’s amazing. And lots of jokes from people about how they actually like seeing this ad. To build on what you said earlier, we saw tons of installs and visits with a combination of the organic and the paid work that we did and you know records for for us internally. Installs climbed to a peak of about 75% above pre-announcement levels. And you know, again, I’ve settled down, but a really healthy baseline, above baseline. And then visits to no AI also surged, peaking at something like 6x what we had seen. And then on the marketing side, you know, we measure a host of other metrics like click-through rates. Which in some cases were three times better, which to me really indicates that people are interested and want to.

Kamyl: Yeah, the the ads with upvotes I think broke a lot of people’s brains. And I think one of my favorite kind of anecdotal things is has been just hearing from people. My you know, uncle saw the news about you guys. This is awesome. And just sort of hearing people throughout the company sort of feeling the momentum in their friends and family. Why do you think there was such a strong reception to this?

Cristina: I think it’s the same reason that our yes/no campaign earlier this year resonated so much. It’s because just because companies can put AI everywhere doesn’t mean consumers asked for it. And while others are racing to make AI unavoidable, we’re focused, as you said, on making it private, useful, and optional. And our view is simple AI should be on your terms, not the platform’s terms. And so we were speaking to a large, overlooked community who previously didn’t have a platform. Or a seat at the table with a tech company, we acknowledge them. While not saying AI is bad, but rather that AI should be optional and we offer both experiences. A lot of people are interested in AI, but they still want simplicity and control and choice. And that’s the space I think that DuckDuckGo serves, because consumers shouldn’t have to choose between trying AI and protecting their personal information. And I think always private is a much better proposition than just trust us, which seems to be the approach that many other companies are taking.

Kamyl: Yeah. So do you think we’re gonna keep talking about this? I feel like that that’s not optional. But what is what is what is next for us on our sort of next things we’re gonna be talking about?

Cristina: Yes, AI optionality and our messaging around it is not going away. Something we’re gonna hold near and dear for a long, long time, forever. And in fact, we are about to launch a new campaign that we’ve been planning for six months now. Maybe it’s already launched by the time you at home are seeing this. And in it we underscore optionality. So that if you are interested in AI, you can use it privately without having to worry about where that very personal information is going. It comes to life in a very visceral, cinematic way, and I’m really excited for everyone to see it and to continue to live in this moment that DuckDuckGo is having and for more people to come to the duck side.

Kamyl: You know, I hope people keep their eyes peeled wink wink for what’s to come. And thank you, Cristina, for this episode of Duck Tales and thanks everyone out there for listening. Looking forward to talking to you soon. Bye bye.

Cristina: Thank you.

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