But you are not clicking on ads? And they aren't (yet?) in AI overviews?
Not more than accidentally or when actually interested in something that pops up, but as a friend said, I'm not a usual core customer so I've never been the baseline.
The thing they're doing correctly right now imho, is that AI mode is mostly toggled for things that passes a quick questions filter (probably low probability of a purchase, like "global illumination methods" giving a decent overview of the field) while if you just type green shoes it'll put out an assortment of online and local shopping options.
Now if as someone said in the sibling comments, Google is gouging their customers with the new auction model that's another problem, but if I was a shareholder I'd be less worried about an exodus of end users to OpenAI,etc than I was a year ago.