We have entered the new “Gemini era” of Google – and the Search Generative Experience and AI will continue to be a huge part of Search, based on the latest earnings call of Alphabet, Google’s parent company. Why we care. Despite what you may have heard on social media, SGE isn’t going away. While it’s still unclear whether Google will fully launch SGE as the default experience in 2024, Google continues to test and tweak it. CEO Sundar Pichai said he feels “very good” about the progress of SGE. What we learned. Let’s look at the most interesting quotes from the Q4 Alphabet earnings call around SGE, Gemini, Ads and AI Search. SGE. We are in the “earliest days” of SGE, Pichai said, which should be the clearest indication SGE isn’t going away anytime soon. Also, SGE was one the first things Pichai commented on. Pichai also said that SGE is showing more links with SGE, which has been a huge and ongoing concern for publishers worried about losing valuable organic traffic. But whether those links are driving any traffic? We have no idea because Google has shared no data. Here’s what Pichai said:
Later in the call, Pichai said he felt “very good about the progress” of SGE, as well as AI Search in general:
Gemini. Gemini 1.0, launched in December, ushered in the new “Gemini era” of Google, Pichai said. Gemini Ultra is “coming soon.” Google previously said the Ultra model will be used for highly complex tasks. It will be a paid model. Pichai’s quotes:
SGE and Ads. Google is continuing to experiment with ads native to SGE, but also indicated ads above or below SGE were also successful. Here’s what Philipp Schindler, Google’s senior vice president, chief business officer, said:
Dig deeper. Google search revenue rises to $48 billion, total ad revenue up 11% AI Search. Google’s future vision of Search seems to be going beyond just providing answers – where Google acts more as an “agent.” This seems to be more of a 10-year type of goal, and Search will be radically different than we’ve known it for more than two decades. Google has previously said it wants to make Google more “ambiently” available (essentially meaning, Search is everything, everywhere, all at once). Here’s Pichai’s quote:
Pichai also discussed Circle to Search, Lens and Bard:
Dig deeper.
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