Google's AI monetization will prompt competitors to introduce ads in free tiers
“Google has started to monetize AI mode with ads, and I think that will give everyone else permission to introduce ads into the free mode. And then that is going to be an important source of ROI.”
Stein: Conversational AI search cannot fit within core search UI
“It's gonna be really hard to build all of that within the construct of the core search experience.”
Stein: Google originally built AI Mode with 5 to 10 people
“I mean, this was probably like five to 10 people worth of people originally.”
Stein: Google tested AI Mode with ~500 people before Labs
“And then we did bring it before labs actually to trusted tester group. There were maybe like, 500 people externally that we added onto it, and we had pings with them.”
Stein: Google is rolling out multi-turn visual search in AI Mode
“There's a visual version of AI mode that basically we talked about for at IO. And so you can reference some of those keynotes, but that that's in the process of being rolled out. And so you're going to be able to now ask like, you know, what's a mid century, m…”
Reid: Google rolled out Gemini 2.5 Pro and deep search
“We rolled out Gemini, 2.5 pro and deep search. For our pro and ultra users in AI mode”
Reid: Future search will be fluid and multimodal, not purely conversational
“So I don't think use cases are all one or the other. I think we'll see people interact fluidly. I also don't think it's just text, right? You said, is it quick or not? We've rolled out search live in search labs with AI mode. We have lens that's continuing whe…”
Reid splits her own queries evenly between AI mode and main search
“They're split. They're split pretty strongly. I don't know if it's 40, 60, 6040, but pretty down. It depends on, on the types of questions, right? Right now, if I'm trying to find a restaurant to eat, I still find main search more effective for a lot of those …”