The Future Of Search & AI: What I Learned From Google’s Latest Earnings Call

Jul 29, 2026 02:00 AM - 1 hour ago 3

Google shared immoderate absorbing accusation astir the early of Search and AI successful its astir caller net call. While galore are focusing connected the first antagonistic rate flow since its IPO 20 years ago, I deliberation Google is good connected way for monolithic improvements.

Google’s gross is up 24% year-over-year. The logic it is rate travel antagonistic is because it spent $6 cardinal this 4th connected beingness assets. Specifically, 60% went to servers and 40% to information centers. This is the instauration for AGI, which yet is the extremity they are building towards. Also, location is much request for Google’s AI chips, models, and computing powerfulness than they tin presently meet.

Did you cognize Google is not really chiefly a hunt engine? If you don’t judge me, effort doing a search for [search engines]. You whitethorn spot Bing and DuckDuckGo successful there, but you apt will not spot the homepage for Google.com. I’ll stock much astatine the extremity of this article astir what Google’s eventual extremity is – to create Artificial General Intelligence.

If you missed it, present are my full notes from the net call. And present is the PDF Google published pinch each of the charismatic statistics.

Watch the video pinch my thoughts connected what we tin study from this latest net call:

Here are a fewer things that stood retired to maine from the net telephone and from caller Google communications.

Gemini Flash-Lite: The New Engine Of AI Overviews

While we hold for Gemini 3.5 Pro, Google released Gemini 3.6 Flash and 3.5 Flash-Lite. It turns retired 3.5 Flash-Lite is now the superior exemplary routing hunt queries for AI Overviews. Google is seeing important improvements successful knowing personification intent for conversational questions. For tract owners, this apt intends AI Overviews will go moreover amended astatine answering queries directly, perchance reducing accepted hunt traffic.

The Rise Of Agentic Search

Google’s CEO Sundar Pichai keeps utilizing the connection “agentic” successful relationship pinch Search. Search is shifting from an accusation motor to an supplier manager. They announced we will soon spot connections to apps for illustration Instacart and Canva straight wrong the hunt interface. Instead of uncovering a recipe, the supplier will find the ingredients and adhd them to your cart and bid them for you from Instacart. This represents a basal displacement successful really group usage the web.

I person recommended that businesses commencement playing pinch creating devices that tin beryllium utilized by agents via WebMCP. However, pinch Google’s caller push to usage apps from wrong AI Mode, I’m wondering now if this is really this portion of the web will evolve?

Either way, what will make a website valuable successful the adjacent early is whether it helps people, aliases people’s agents execute something. We should each beryllium moving connected making our websites actionable. (With that successful mind, I person a bunch of devices I will 1 time people that you tin usage alongside my website.)

Introducing Codemender And Cyber Security Models

One of the astir absorbing updates is Gemini 3.5 Flash Cyber successful a instrumentality called CodeMender. This strategy stays progressive to find and spot codification vulnerabilities successful existent time. As package develops and AI models go much powerful, information must beryllium automated. While presently constricted to endeavor users, I expect these capabilities will yet go modular for web safety.

I really deliberation it’s imaginable that Google has not pushed retired a type of Gemini that’s arsenic powerful arsenic Anthropic’s Fable aliases OpenAI’s GPT-5.6 because they are moving connected improving Gemini 3.5 Flash Cyber. Safety is truthful important. We saw that the U.S. authorities unopen down entree to Fable complete information concerns. Perhaps 3.5 Flash Cyber will beryllium what’s needed to make the upcoming much powerful models of Gemini safe capable for wide nationalist use.

The Future Of Commerce Online

Google mentioned a fewer times successful the net telephone the expertise to “buy pinch Google Pay” and particularly really group will beryllium capable to do this from watching YouTube successful their surviving room. I americium keeping an oculus retired for much sites utilizing the Universal Commerce Protocol. So acold I’ve only seen it connected Wayfair and a fewer Walmart products successful the SERPs. I person a fewer clients who are connected Google’s waiting database for this feature.

Soon, we will spot much activity wherever Agents will not only shop for us, but cheque retired and salary arsenic well!

The Path To Artificial Super Intelligence (ASI)

Google precocious published a insubstantial outlining the roadmap from AGI to ASI. AGI is intelligence connected par pinch a human, but ASI is simply a strategy that recursively improves itself until it surpasses the corporate intelligence of humanity. Google is told america successful the net telephone that their apical privilege successful allocating its monolithic compute resources is to guarantee they are astatine the forefront of this development.

When asked really Google decides really to allocate compute, he said, this:

“On allocation, the baseline pinch which we commencement is what it takes to proceed AGI improvement astatine the frontier.”

I’ll person a video retired soon pinch much connected Google’s thrust to build AGI and ASI.

Closing Thoughts

Here is what I recovered to beryllium the astir absorbing portion of news from the net call: Google’s gross from web ads (aka Adsense connected websites) fell by 1% compared to Q2 2025, but gross successful Cloud (selling AI infrastructure and models) was up 87%. I find this to beryllium a staggering stat.

Google is marching on. We are successful the midst of a important translator from Google being a spot to find accusation to instead, beryllium a spot to thief you get things done.

Do you callback Google’s ngo statement? The first portion is to shape the world’s information. We’ve been helping Google do this for galore years now. The 2nd portion is, to make it universally accessible and useful. This is the agentic hunt era that we are entering now.

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