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Most users hate these pop-ups and cheer this move from Google. But let me add a little context to why these ads are so prevalent and why some companies view this move as Google abusing their power.

If you visit to any "guide" website like TripAdviser, Yelp, etc, these days on a mobile browser, you'll notice that the sites often barely let you do anything without downloading the native app. They all but refuse to let you see content and throw up "Download our app!" pop-ups everywhere.

By traditional logic, that seems insane. Why are they putting so many roadblocks between the user and the content? Surely that must be driving away users, right?

The reason for this behavior is that Google is systematically destroying the SEO traffic of these sites by adding their own competitive features to search result pages that appear above organic results.

If you search for a restaurant / hotel / flight on your phone, Google will often show its own custom widgets above the organic search results. It's not unusual that zero organic search results are visible "above the fold". The more Google does this, the more the share of clicks goes to them instead of to organic search results in these types of searches.

That means that even if these guide companies have #1 search rankings for every possible search term, they are seeing their SEO traffic plummet every month because they can't compete with Google's "above #1 result" placement. So as a defensive move, some companies are basically giving up on SEO traffic in the long term and trying to forcefully convert many visitors as possible into users who visit directly via a native app (and thus bypass Google). They know that every web user who doesn't download the native app is ever less likely to ever find them again via a search result page.

So to these companies, they see this change from Google as another anti-competitive move because Google is taking away one of their last remaining lifelines for user acquisition.

Personally, I find those full-page ads super annoying and hate them too and think they should go away. But like anything complicated, this isn't a simple black and white move to benefit users. It's also a strategic move that helps Google and hurts some competitors.


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