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Chronicles

The story behind the story

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Microsoft says Bing crossed 100M DAUs and the new Bing preview has millions of active users, of which roughly a third are new to the search engine

It's hard to believe it's been just over a month since we released the new AI-powered Bing and Edge to the world as your copilot for the web.

Bing Blogs Yusuf Mehdi

Context & Ripple Effects

Microsoft introduced its AI-powered Bing and Edge experience in limited preview before extending chatbot access to Bing and Edge on mobile. The company had already reported strong early feedback, while also identifying repetitive responses in longer conversations in its first progress update.

The new usage figures matter because they indicate the preview is bringing people into Bing who had not previously used the search engine, making retention and repeat search behavior the next test rather than initial access alone.

First-order effects

  • Microsoft gains a larger daily Bing audience and a pool of new-to-Bing preview users to convert into regular search and Edge users.
  • Bing’s product team faces immediate pressure to improve the longer-session experience after its earlier acknowledgment that answers could become repetitive after 15 or more questions.

Second-order effects

  • The mobile Bing, Edge, and Skype chatbot rollout becomes a more important retention channel as Microsoft tries to carry preview users across the surfaces where it says most searches occur.
  • Microsoft’s AI search distribution advantage depends less on attracting preview sign-ups than on turning the new audience into recurring Bing usage.

Third-order effects

  • The later finding that Bing’s global search share remained at 1% to 3% despite Bing Chat indicates that daily-user growth and durable search-share gains are distinct measures; if that pattern holds, AI search competition will be decided by habitual use rather than launch engagement.

The trend: AI-enhanced search is becoming a distribution-and-retention contest, with early chatbot adoption needing to translate into sustained search behavior.

Discussion

  • @fxshaw Frank X. Shaw on x
    Great to see the early reaction to the new Bing experience! What have been your favorite / most useful searches so far? Here is one of mine: https://blogs.bing.com/... https://twitter.com/...
  • @yusuf_i_mehdi Yusuf Mehdi on x
    After 30 days, a few stats on new Bing engagement: - 45M total chats - 1/3 of daily preview users Chat daily - 1/3 of preview users are brand new to Bing - Bing (new and old) passes 100M DAU - and yes we know we are still a small, https://blogs.bing.com/...... https://twitter.com…
  • @kevin_indig @kevin_indig on x
    1/3 chat usage is in line with the survey I conducted with Appinio as well 👍🏻 https://twitter.com/...
  • @azeem Azeem Azhar on x
    surprisingly small number of chats compared to ChatGPT https://twitter.com/...