Google Search

“The absolute profits available here, even if the margins are lower, is so much larger that will we look back and Google search was seized candies. And I, it feels like that's what's happening.”

“There is no enterprise Google search. Like, you just use Google at work. You use Google at home. It's all one box that gives you answers, and there was never, like, a dividing line between these two things, and so that's probably where all of this goes ultimat…”

“Google's crawler is also tied to Google search. And so if you're turning off the crawler for Gemini you're potentially turning off Google search, which basically no one is willing to do at this point. And gives Google, you know, a huge leverage point. In, in a…”

“What does everyone think about the Google search going agentic? Like, this is the nail in the coffin of SEO.”

“I remember services, you know, Google food ordering launched in, I forget, 2015 or 16, and they allowed you to order delivery, for example from various Google services, you know, Google Maps, Google Search, et cetera, and while on the one hand it was low frict…”

“Fast forward today. These are record growth businesses now, right? Google search. We started the show talking about AI overviews and other things. Google search is a better business than it has ever been as is Facebook and Instagram.”

“BERT and MUM, people underestimate how much, because we measure search quality so religiously, some of the biggest jumps in search quality in that period where search went ahead of everyone else was because of BERT and MUM. We built transformers and used it im…”

“You know, I was speaking with the teams, right, like they now have for sub teams, like latency budgets, like in the milliseconds. You'll get 50% credit if, so if you ship something which, you know, shaves off three milliseconds, you earn 1.5 milliseconds for y…”

“You know, last I checked the dashboards and the metrics, we've actually improved search latency by 30% in the last five years, but think about the functionality progression that's happened.”

“For some strange reason, we have a different name internally than externally of the same product, but it's jet ski internally which is anti-gravity. And you're living on it. You're living in an agent manager world, your workflows, and you're kind of working in…”

“Google search is not dead, but informational queries are dead. So if you search not dead, but essentially dead, if you search Google for how to create a great social media post that you're probably not going to rank. It's going to be harder to rank for that. A…”

“And I think an LLM based system is not going to be that dissimilar, right? You're going to tend to trillions of tokens, but you're going to want to identify, you know, what are the 30,000 ish documents that are with the, you know maybe Thirty million interesti…”

“So the update rate actually is the parameter that changed the most. Surprisingly. So it used to be once a month. And then we went to a system that could update any particular page in, like, sub one minute.”

“Google search doesn't have network effects from its search engine. It has scale effects. But it's AdWords is where the network of it.”

“The likely outcome for me is ChatGP continues to build this compelling consumer product, can command differentiated market, while at the same time Google search does not quote unquote go to zero.”

“Just one example I got from the story, hundreds of engineers from search, which is the most important product. At Google, which is responsible for more than half the revenue. Hundreds of engineers went from search to Google DeepMind just to, you know, give you…”

“I would estimate that we lose about a hundred clicks from traditional Google search for every one click we get back from a Gemini summary.”

“People say, oh, Google search is dead. I think that's like probably completely wrong because ChatGPT references Google a ton.”

“And what we're finding is that AI is expansionary. And so there's actually just more and more questions being asked and curiosity that can be fulfilled now with AI. And so that's where you get the growth. And so all like the core Google search isn't really cha…”

“When our AI constructs a response it's actually trying to, it does something called query fan out. Where the model uses Google search as a tool to find, to do other querying. So maybe you're asking about specific shoes. It'll add and append all of these other …”

“It's gonna be really hard to build all of that within the construct of the core search experience.”

“ChatGPT is a better user experience to do the same job function that Google search does.”

“Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA, It's a little bit like saying, you know, that Google search is pretty nice. Let's go replicate it. It's insane. Like the level of optimization, the level of design and engineering tha…”

“It was around 10 to 12% of content in Google search and in ChatGPT are AI generated. 90% or not.”

“This is literally like apps that have a hundred search volume a month. I've paid my rent for the last 10 years.”

“So if you look at something like agentic, right, this is a it's clear that users want to get things done in search, right? They, if you're looking for a hotel, you ultimately want to go book that hotel. If you're looking for a product, you ultimately want to g…”

“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 …”

“I think that's one of the nice things about AI overviews is that you know, it's great that you have all of these different web results, but to the extent that the web results gave different perspective, people might've only clicked on one. And sort of assume t…”

“I think it's unlikely that, that that the future of search is, Is sort of a companion that you're sort of building maybe emotion, you know, sort of an emotional relationship with.”

“If you look holistically ah, traffic to the web from search has been stable over time. There's lots of reports of large decreases. There may, you know, at any given point in time, there are sites that do well. There are sites that, that, that struggle. But if …”

“Queries continue to grow and we've shared that on a year-on-year basis, queries are growing.”

“Generative AI has been in a lot of ways, a fuel for growth as users realize they can ask more questions they can bring more questions to search.”

“Within Discover, we've been playing around with Daily Digest, seeing, okay, you get in the morning once, can you understand what some of the different stories are? We have a lab where we're experimenting with, if you come to search and you issue a query for th…”

“Whether or not somebody asks a question isn't just a question about whether or not they had a question. It's whether or not it was worth their time. Right. And so people do that question, right? You were curious about the flower, but if you had to figure out h…”

“So to this point, over 90% of Google search queries were done on Windows PCs, and 90% were done in Internet Explorer running on those PCs.”

“Pretty quickly, YouTube became and still is, Google talks about this all the time, the second largest search engine on earth behind Google.”

“A lot of people put a lot of money into Google search for a long time, believing that's how they were acquiring customers. But the question that they were typing into the search box in the first place got created somewhere else.”

“I mean, I have felt That maybe 50% of the things I used to Google search, they are replaced by ChatGPT, or they're even better with ChatGPT.”

“We've done, we've testified to Congress about how models can do biological uplift in terms of, you know, making new pandemics using the models, and that's an A-B test against Google search. That's like the previous state-of-the-art on uplift trials, and we fou…”

“Google search is one of the best channels we had in B to B. 80% of all purchases started on Google search. It's predicted by 2027, 95% will start in LLM.”

“Like I've been using it day to day. It's basically replaced Google search for me. Like I just use it all the time.”

“And so one of the reasons that our most recent model, Opus IV, is classified as ASL III. Is because it did have significant uplift relative to a Google search.”

“No, they jumped all over it. So it went to production inside of search, inside of translate, like the existing product suite. And so they, to say that they didn't adopt the transformer architecture would not be correct.”

“The average query length is somewhere two to three times. That's what we've seen, ah, search as it existed, ah, two years ago.”

“And whether we like it or not, and whether they like it or not, the reality is that ChatGPT is running away with it.”

“I almost never use Google search now. I really almost never start a search on Google.”

“The rules that killed Neva, which is, at the end of the day, until AI search came along, simply didn't have a product that was 10 times better than Google search. That's just the reality. That's the reason we couldn't compete.”

“And one benefit we have at Google is all our services, whether that's search or us or YouTube, this inferencing of the same stack and same model series. So the model learns very quickly from all that reinforcement learning feedback and gets better and better.”

“On the enterprise side, I absolutely see there being all kinds of specializations because so far in whatever the last 50 years, it's not the case that there's been an equivalent of Google search.”

“And so Meta's deployment probably hurts Google search more than Bing or perplexity ever will. Because people will just wind up searching in Facebook and Instagram.”

“Perplexity is when I'm watching a movie, a sports game of any sort, like, it just is so good in just giving you quick information in a really nice format with Additional links to keep exploring in questions that I think for that, like, and which makes me think…”

“They're usually copying the whole playbook, so taking to Google search or Facebook advertising, and it's easy enough to just lean on them and outspend them. If you're bigger, we'll, we'll bleed you over time, and that happened time after time after time.”

“Over the last few generations, Google search has declined almost 30% from Gen Z, from Gen X to Gen Z.”

“I don't think, if you took Gemini 1.5 pro, and you put it into Google, and you, like, did all the, you know, fine tuning properly, and then you swap it with Gemini four, I don't think anyone would notice, unless, like, you go, like, prove Riemann, right? But, …”

“And the truth is that AI uses a lot more energy per query. We don't know exactly, probably two orders of magnitude than a Google search, but a lot less orders of magnitude energy than a human doing the same amount of work, right, with a laptop.”

“It's very clear now that Gemini powered one box is the future of Google search. People just want the answer. I think that this feature is going to eat the rest of Google search.”

“Publishers are dead, dead, dead, dead. Not subscription publishers, everyone else.”

“All of this research happened in Google. And LLMs were actually, or these language models were actually built, you know, with one purpose, which is to make search better, to make Google search better.”

“It's like one of the only non-development tool AI products that actually has retained. A lot of people try and consumer AI products that just aren't really, haven't retained, but perplexity is one that is a, it's a daily driver for me.”

“I believe that one of the overlooked areas of the current state of AI and the large language models that we're using is that they're still very expensive. And as a result of that, they're dramatically more expensive than a Google search. And as a result of tha…”