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TechCheck

Google unveils 'AI mode' in search 3/7/25

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.856 Ratings

🗓️ 7 March 2025

⏱️ 7 minutes

🧾️ Download transcript

Summary

Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.

Transcript

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0:00.0

Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper into their searches.

0:08.8

Deirdre Bosa has the latest in today's tech check. So how does that work, Deirdre?

0:14.0

Hey, Zah, I'm going to tell you. So the latest push, it expands AI overviews to something called AI mode.

0:19.7

The pre-AI straightforward search for something like SleepTracker,

0:24.6

it brings up something like this, sponsored posts at the very top,

0:27.6

an easy way for Google to charge for ads.

0:29.6

The new, still experimental AI mode looks like this in Google's demo.

0:34.6

As you can see, it anticipates questions, and so it's powered by a custom

0:39.4

version of its Gemini reasoning model that uses a multi-step approach to give users a mix of

0:44.5

what looks like sponsored posts, plus AI-generated answers and comparisons. It then prompts for

0:50.1

another question, keeping the dialogue going rather than the user, entering another prompt

0:54.8

at the top for a whole new set of search results. So by getting a more detailed understanding

0:59.8

of what the user is looking for, Google says that when it does suggest a website, a merchant,

1:05.6

the user spends more time on it. So they say it's a better match between intent and result,

1:10.3

which makes advertisers

1:11.3

more willing to pay for placement, even if you don't have those typical 10 blue links. So in short,

1:16.6

guys, this is a shift to a more AI with insert. That doesn't just change how users use it. It also

1:23.2

changes how Google monetizes. It's blending AI discovery with its core advertising business.

1:30.8

Whether Google can do it fast enough, whether it works, that is still, of course, open questions.

1:35.0

AI native chatbots like perplexity, of course, they are testing their own ad models,

1:38.9

and they don't have these massively profitable businesses that they have to worry about

1:43.2

disrupting, like Google

...

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