Even although Wall Street is panicking complete Google’s earnings call, it seems apparent to me what is happening. They are not going to dilatory downward whenever it comes to AI. Throughout the call, they said of agents and how we are in the first days of how they are changing Search. They told us that AI Mode, AI overviews, and traditional Search are becoming one unified product.
They additionally stated to anticipate fast betterment since of Recursive Self-Improvement (RSI). Things are concerning to get extremely interesting.
I think new opportunities are arising, but additionally much of the way we have traditionally been capable to create prosperity from Search is disappearing.
Watch My Video With Thoughts On The Earnings Call
If you favor video, I portion my thoughts on the call.
The chief item I took distant from this earnings call is the accent on the change to agentic search. I think this is motionless unfolding and no one completely knows what this new era of the web volition appearance like. Google gave us a few hints in this call.
I discover it fascinating how Google’s inventory plummeted following this call. Alphabet’s revenues were up 25% YOY and Cloud income was up 103%. The broad involvement seems to be that Google is pushing AI Mode more, and so far there are small opportunities for ads shown in AI Mode. Therefore, income from Search is lesser than expected. Still, Search promotion is up 12% YOY. (Wall Street was expecting 15%.)
I have no concerns complete Google’s capability to continue to thrive. They mentioned in the call that their first precedence is to create AI Mode a norm merchandise and afterward it volition concentration additional on monetizing it. Last week, Google announced that ads in AI Mode were expanding to additional countries including Australia, Canada and more.
Philipp Schindler said:
“Our method is deliberate – prioritizing the person cognition and involvement first, afterward scaling the formats.”
Mark my word, Google volition create plenty of prosperity from ads in the years to come. I think the new connected apps (see additional on this below) could eventually be offered as ads.
They additionally said extensively concerning how there is amazing petition for Google’s computing power. It talked concerning TPUs not as part sales, but as systems. “TPU Systems” were mentioned 35 times in the call. Thomas Kurian said:
“A TPU System is not fair a chip, but it’s a specialized scheme that combines multiple things, including hardware, computer, storage, networking and so we are marketing much additional than fair a chip. Software, training, inference.”
I citation this since Google volition apt see amazing growth as additional and additional customers acquisition these TPU systems.
What’s most engaging to me is how Google’s verbiage has shifted whenever it comes to talking concerning AI Mode and its association to Search.
Google Sees AI Search And Traditional Search As One Unified Product
The idea of traditional Search and AI Search merging into one merchandise was mentioned multiple times:
Sundar Pichai:
“We are construction one seamless cognition throughout AI Overviews, AI Mode, and Traditional Search.”
Philipp Schindler:
“We think of Search holistically, a unified merchandise spanning traditional results and AI powered Search.
Agentic Search Is Unfolding
I cognize it feels akin Google is rearward whenever it comes to having an agentic product. X has Grokbot. OpenAI has Dots, and Meta’s Muse is taking off. It seems apparent to me that the imagination of AI being our individual assistant has been in Google’s intellect for several time. I think they’re taking their period to completely unpack it all since they need to get it right. Google’s end equivalent current is not fair an delegate that volition assistance us get things done online, but much bigger!
In May of 2025, Demis Hassabis wrote concerning Google’s aspiration of construction what they called a “Universal AI Assistant.” Much of this part discussed Google’s Genie earth models acting as training environments for robots and how Project Astra which is now in Gemini Live, volition authorize us to have understanding on the earth about us. Google’s goal to arrange the world’s data and create it universally accessible and useful.
I see the pieces coming together. It starts alongside online agents and volition eventually develop into all aspect of our lives particularly as the innovation develops for intelligent eyewear and in-home robots.
Philipp Schindler said:
“We are in the first stages of agentic experiences throughout our surfaces, and enthusiastic concerning the business opportunities ahead.”
He went on to conversation concerning how they started by construction agentic experiences into Gemini Enterprise archetypal and, “as a next stage [they’re] bringing these features to Search.”
Sundar said:
“It’s apparent that the agentic capabilities we all envision are going to be real.”
And also:
“I’m enthusiastic concerning agents, and I would perspective it as a new frontier, which brings in a new set of use cases to Search.”
Those new use cases apt commencement alongside Connected Apps.
By the way, if you desire to be onward of the curve in seeing how businesses are adapting to agentic search, I dispatch out an email all week alongside all of the latest news on Search & AI:
The Connected Apps Platform – group can use your website’s functionality correct from Search
On the day of the call, Google announced the Connected Apps Platform. There are already a fistful of apps that can be used via MCP by Gemini either in the app or from inside Search. Here is an example they gave anywhere a person calls @Peloton to bring the Peloton app cognition into their agentic stream inside Gemini.
You can use to the Connected Apps Platform here.
It was six months ago that Sundar Pichai stated in an discussion that “Search volition be an delegate manager.” I think this volition be a new era anywhere we change from Search being a location to discover websites that have data to a location anywhere you use tools to assistance you (or your agents) get things done.
Gemini Use Is Growing
Pichai said:
“The Gemini app is now at one milliard users and is the fastest expanding merchandise in Google’s History.”
A milliard users is the identical figure reported by ChatGPT in June of 2026.
Gemini use is expanding quickly.
I discover this fascinating since my own use of the Gemini app has declined significantly. I use Gemini in Antigravity for nearly everything.
Coding Improvements Are Coming, Starting With Gemini 4 Carbon
We all cognize that Google’s models have not been as advanced as those from OpenAI and Anthropic.
Last week, Google announced a new frontier model, fair two weeks following Gemini 4 Argon. Gemini 4 Carbon is currently undergoing voluntary evaluation as per the U.S. Government’s recommendations and volition shortly be released. Artificial Analysis currently has Carbon listed as the most intelligent example to date.
On the call, Sundar Pichai stated that additional models are coming soon, including “more productive versions to assistance developers optimize for speed and cost.”
He stated they started seeing a stage alter alongside Gemini 3.8 Flash whenever it came to coding internally at Google. And afterward Gemini 4 Argon was a “huge item of inflection.” He said:
“It is among the most meaningful inner efficiency levers [they] have seen on application engineering, immediately tracking high-quality code that’s getting checked in, and the charge at which it’s getting checked in.”
Then he said:
“Carbon is a meaningful stage up from Argon.”
Right now I use Gemini 4 Argon throughout three or four simultaneous Antigravity conversations most of the day long. On the Ultra plan, I have barely touched my quota. I idea 3.8 Flash was amazing. It helped me commencement to automate many of the SEO reports I run. When I switched to Gemini 4 Argon a intellect blowing item happened. Gemini 4 Argon + my inner OKF powered cognition brain and my algo update MCP started producing far improved consulting reports than I could alone. I really accept we are not far from the day anywhere AI volition be improved at all cognition activity than equal the finest humans in their field.
On AGI
Last week, Google announced Genie 4, its latest earth model. While it’s chill to see how it can create engaging scenes and games, the most breathtaking item concerning this example is that it volition be used to create training simulations for AI agents and additionally for robots.
Sundar Pichai:
“Beyond our Gemini 4 series, yesterday we announced Genie 4, our most advanced earth example yet that simulates safe, realistic, interactive worlds alongside native audio in genuine time. This is an crucial construction obstacle for training robots and agents.”
He afterward said:
“I would anticipate the next dozen months to see continued acceleration since of RSI.”
Buckle up. RSI is “Recursive Self Improvement.” AI is being used additional and additional to assistance enhance AI. We volition see it enhance rapidly.
Here’s the call if you’d akin to hear to it.
More Resources:
- Google’s Task-Based Agentic Search Is Disrupting SEO Today, Not Tomorrow
- Google’s New Search Box Hands Queries To AI Agents, I/O Reveals
- Well-Known SEO Explains Why AI Agents Are Coming For You & What To Do Now
Read Marie’s newsletter, AI News You Can Use. Subscribe now.
Featured Image: Sansoen Saengsakaorat/Shutterstock
.png)
