Pichai said AI agents threatening search revenue should be seen as an expansion opportunity, just as AI chat in search increased user queries and usage.
"I would view it as an expansion opportunity," Pichai said. "Just like a few years ago, being able to incorporate AI chat use cases in search allowed people to ask more and do more in search, which is what is playing out in our usage."
All statements by Sundar Pichai ›
Pichai claims Gemini 4 Argon and Carbon models now lead at the AI frontier.
“Gemini 4 Argon and Carbon are now leading at the frontier.”
Pichai said Alphabet's AI investments are driving higher usage and user growth.
AI investments are driving increased usage and overall user growth.
Pichai said AI investments are driving overall search query growth, with Google's year-over-year query growth rate the highest in five years.
year-over-year query growth rate is the highest it’s been in the last five years.
Pichai likens the AI search shift to the mobile transition, saying Google will prioritize user experience first and monetization afterward.
Just like our shift to mobile over a decade ago, we are focused on building the best search user experience, followed by monetization,
Pichai is bullish on AI agents as a new frontier that opens new use cases for search.
I'm excited about agents, and I would view it as a new frontier, which brings in a new set of use cases to search,