Here’s the TL;DR on Sundar Pichai’s post-I/O chat with Nilay Patel: Google is riding high on a new “research-becomes-reality” phase in AI, rolling out a ton of products (think Gemini upgrades, Veo 3, Imagen) that it believes mark a fundamental platform shift—kind of how electricity transformed everything. Pichai’s confident that deep computer-science breakthroughs are finally clicking for everyday users, and he’s betting big on AI Mode in Search as the next evolution of how we interact with the web.
That AI Mode isn’t just a fancy chatbot—it builds custom, app-like results pages on the fly, and Google plans to fold its best bits into regular Search over time. Naturally, publishers aren’t thrilled (calling it “theft”), and there’s a bigger question around what happens when agents browse the web for us. Oh, and sprinkle in talk of antitrust showdowns (will Chrome get sold off?), smart glasses, the OpenAI–Jony Ive hardware deal, and Pichai’s vow to keep search “sacrosanct” against political meddling.
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