Google announces new AI search feature

CNBC Television
14 May 202403:40

TLDRGoogle has announced a new AI search feature at its annual developer conference. The feature, previously known as Search Generative Experience, will transform the traditional search results from ten blue links into a more interactive experience using AI. This AI-powered search will be rolled out across the U.S. this week and is expected to reach more countries throughout the year. Additionally, Google's chatbot Gemini has garnered over a million sign-ups in the past three months, highlighting the growing interest in AI-driven solutions. The company also introduced the concept of an AI agent, which represents a shift from chatbots to more advanced AI systems capable of reasoning and engaging in back-and-forth conversations. However, questions remain about the impact on advertising revenue, as Gemini currently lacks ads, which are a significant source of income for Google.


  • 🚀 Google is launching AI Overviews and Search across the U.S. this week, which is a significant shift from traditional search results.
  • 📚 Previously known as Search Generative Experience, the new feature will incorporate AI to enhance search results for all users in America.
  • 🌐 The updated search experience will roll out to more countries throughout the year, indicating a global expansion plan.
  • 📈 Over a million people have signed up to try Gemini, Google's more advanced chat bot, in just three months.
  • 📊 Comparing Gemini's growth to ChatGBT, which reached 100 million monthly active users within two months of its launch in 2022, shows Google's slower but steady approach.
  • 🔍 Google is introducing the concept of an AI Agent, which is an evolution from chat bots to a more interactive and reasoning entity.
  • 🤖 The AI Agent is expected to have a back-and-forth conversational capability, moving beyond simple Q&A models.
  • 📉 There is a question regarding the number of ads in the new search experience, with the reporter noting that there are not many ads currently.
  • 💰 Google has not fully rolled out Gemini to everyone, possibly due to concerns about its ad model and how it will integrate with generative AI.
  • 📝 The difference between a million users signed up for Gemini and the 100 million monthly active users for ChatGBT raises questions about Google's strategy and the potential for paid sponsored answers.
  • ⏳ The reporter hints at a shift from voice agents to a more interactive and typing-based model, suggesting upcoming changes in user interaction with AI.

Q & A

  • What is the significant announcement made by Google's CEO at the annual developer conference?

    -Google's CEO announced the launch of AI Overviews and Search across the U.S., which is a new search experience that incorporates generative AI, moving beyond the traditional ten blue links.

  • What was previously known as 'Search Generative Experience'?

    -The term 'Search Generative Experience' has been replaced by 'AI Overviews and Search', which refers to the new AI-powered search feature that Google is introducing.

  • How will the new AI-powered search feature change the user experience in the U.S.?

    -The new AI-powered search feature will make search results look very different for everyone in the U.S., as it incorporates AI to enhance and personalize the search experience.

  • What is Gemini and how many people have signed up for it in the last three months?

    -Gemini is Google's more advanced chat bot, designed to be an answer machine. Over a million people have signed up to try Gemini in the last three months.

  • How does the user adoption of Gemini compare to another chat bot, ChatGBT?

    -While Gemini has reached over a million sign-ups in three months, ChatGBT achieved 100 million monthly active users within two months of its launch in 2022.

  • What is the concept of an 'AI Agent' as introduced by Google?

    -An 'AI Agent' is a more advanced form of a chat bot, capable of reasoning, having back-and-forth conversations, and providing more dynamic and interactive user experiences.

  • Why is Google not rolling out Gemini to everyone at the moment?

    -Google is not rolling out Gemini to everyone because it currently lacks a comprehensive ad model. The platform can place ads above and below generative AI answers, but it's unclear how this will affect the business model.

  • What is the potential issue with ads in the context of generative AI?

    -The potential issue is that if ads are placed within the generative AI answers, it might compromise the quality and integrity of the information provided to users.

  • What is the current status of Google's AI agent in terms of demonstration and development?

    -The head of AI at Google is currently taking the stage to demonstrate and discuss more about what Google's AI agent will look like and its capabilities.

  • How does the reporter perceive the shift from chat bots to AI agents?

    -The reporter sees the shift from chat bots to AI agents as a progression into a new era where voice agents are becoming more prominent, and users are not typing in their queries but engaging in more interactive dialogues.

  • What is the reporter's question regarding the user experience with the new AI Overviews and Search feature?

    -The reporter asks how many ads users will see with the new feature, indicating a concern about the user experience and the potential impact of advertising on the quality of search results.

  • How does Google's strategy of keeping the ad model within a generative AI world affect its competitiveness?

    -The reporter questions whether Google can win in the market by maintaining its ad model within the generative AI space, especially when compared to other platforms that may have different approaches to monetization.



📢 Google's AI Innovations at Developer Conference

At Google's annual developer conference in Mountain View, the CEO's keynote highlighted significant advancements in AI. The introduction of AI-enhanced search capabilities across the U.S. marks a departure from traditional search methods, now incorporating generative AI. This new feature will transform the search experience for all American users by the end of the week, with plans to expand globally throughout the year. Additionally, over a million people have registered to try Gemini, Google's pure form chatbot, in the past three months. This contrasts sharply with ChatGPT's rapid growth, which reached 100 million monthly active users within two months of its launch in 2022. The presentation also teased further developments in AI agents, promising more dynamic and interactive capabilities, moving beyond the current chatbot frameworks.



💡AI Overviews

AI Overviews refer to the new search feature announced by Google that incorporates artificial intelligence into the search experience. Unlike traditional search results, which typically display a list of ten blue links, AI Overviews are designed to provide a more intuitive and interactive search experience by leveraging the capabilities of generative AI. This feature is a significant shift in how users will interact with search engines, offering a more personalized and dynamic approach to information retrieval.

💡Search Generative Experience

Search Generative Experience is a term used to describe the previous name for AI Overviews. It emphasizes the generative aspect of AI, which means the AI can create new content or responses based on the input it receives. In the context of the video, this experience is being integrated into Google's search platform to enhance the way users find information, making it more engaging and tailored to individual needs.

💡AI Agent

An AI Agent is a concept introduced in the video that represents a more advanced form of AI interaction. Unlike chatbots, which are limited to pre-programmed responses, an AI Agent is capable of reasoning, learning, and having more natural, back-and-forth conversations with users. This shift signifies a move towards a more sophisticated and human-like interaction with AI, which can potentially revolutionize the way we communicate with technology.


Gemini is mentioned as Google's more pure form of a chatbot, which is essentially an answer machine. It is a platform that has garnered significant interest, with over a million people signing up to try it in just three months. The mention of Gemini in the context of the video highlights Google's ongoing efforts to innovate and improve their AI-driven services, aiming to provide users with more accurate and efficient ways to access information.


A chatbot is an automated program designed to simulate conversation with human users. In the video, chatbots are contrasted with the more advanced AI Agents. While chatbots typically follow a set of pre-defined responses, AI Agents are portrayed as having a greater capacity for understanding and engaging in more complex interactions. The script suggests that the era of chatbots is evolving into an era of AI Agents.

💡Generative AI

Generative AI is a type of artificial intelligence that has the ability to create new content or outputs that it hasn't been explicitly programmed to produce. In the context of the video, Google is incorporating generative AI into its search feature, which means the search results will not just be a list of links, but could include AI-generated content that is more relevant and engaging for the user.

💡Ads in Generative AI

The script discusses the challenge of integrating advertising into the new AI-driven search experience. Traditionally, ads have been a significant revenue stream for search engines, but the shift to generative AI raises questions about how these ads will be incorporated without compromising the quality of the user experience. The reporter questions whether users would be willing to pay for sponsored answers and how this might affect the integrity of the AI's responses.


💡Monthly Active Users (MAU)

Monthly Active Users (MAU) is a metric used to measure the number of unique users who have interacted with a service or application within a given month. In the video, the reporter compares the growth of Google's Gemini to that of another service, ChatGBT, which reached 100 million MAU within two months of its launch. This comparison is used to illustrate the potential reach and popularity of Google's new AI services.

💡Voice Agents

Voice Agents are AI-driven systems that respond to voice commands or queries, providing a hands-free and more natural way of interacting with technology. The video script suggests that we are moving towards an era where voice agents will be more prevalent, indicating a shift from typing in search queries to speaking to AI-powered assistants.

💡Business Model

A business model refers to the way a company generates revenue and operates. The script raises questions about how Google's business model might change with the introduction of AI Overviews and the potential impact on advertising. It suggests that Google is exploring new ways to monetize its services while maintaining the quality and integrity of the user experience.

💡Distribution and Scale Advantage

Distribution and scale advantage refers to the benefits a company has due to its extensive reach and the ability to operate at a large scale. In the context of the video, Google's distribution and scale advantage is highlighted as a key factor in its ability to compete in the AI space. The reporter notes that while Google may be moving slowly in comparison to other companies, its existing infrastructure and user base give it a significant competitive edge.


Google announces the launch of AI Overviews and Search across the U.S. this week.

AI Overviews and Search is previously known as Search Generative Experience.

The new search feature will replace the traditional ten blue links with AI-generated content.

Search results will look different for every user in the U.S. by the end of the week.

Google plans to roll out the AI search feature to more countries throughout the year.

Over a million people have signed up to try Gemini, Google's chat bot, in the last three months.

Google is moving slowly with Gemini, which currently does not have ads.

The business model for Google's AI services, especially with the absence of ads in Gemini, remains unclear.

Google is introducing the concept of an AI agent, moving beyond chat bots to more interactive and reasoning entities.

The AI agent is expected to have a back and forth conversational capability.

Google's AI agent will be showcased with more demos, including in workspace applications.

The reporter questions the impact of a reduced ad presence in the new AI-driven user experience.

Google's strategy of maintaining an ad model within generative AI is questioned for its effectiveness.

The difference in user adoption between Gemini and ChatGBT is highlighted, with ChatGBT reaching 100 million monthly active users in two months.

Google's distribution and scale advantage are noted as key factors in the new race for generative AI in search.

The shift from voice agents to more integrated AI systems that can reason and engage in dialogue is discussed.

The potential for sponsored answers in the AI search model and the challenge of maintaining quality without compromising user experience is raised.