Research Update: Google Search & Gen AI
Adam Bloom
Show Host & Author - The Generative Executive Officer Expert in software and AI commercialization adambloom.me
In going deep and keeping abreast of where SEO is going, I asked Gemini to give create a snapshot - especially given Google's recent earnings update.
Here is my prompt (note, all citations are at the bottom):
Who are the top 10 industry analysts that follow Google's moves with search and generative search in depth? What do each of them say about the future capabilities? How do they compare it to Perplexity or Bing/Chat or ChatGPT? or Claude, etc?
Based on the search results provided, here are some of the top industry analysts following Google's moves in search and generative AI, along with their insights on future capabilities and comparisons to other AI platforms:
1. Mark Mahaney (Evercore ISI):
- Found that 60% of users believe Google's AI search results are more effective than before.
- 56% of users reported being "Extremely/Very satisfied" with Google's AI experience.
- Suggests Google's AI competitors like Perplexity and OpenAI haven't yet demonstrated a substantial difference in search result quality[1].
2. Brian Pitz (BMO Capital Markets):
- Emphasizes that Google's generative AI advancements are expected to enhance the search experience significantly.
- Believes AI will reshape how users interact with search engines by providing quicker, contextually relevant results.
- Expects Alphabet's AI investments to yield positive returns across various sectors.
3. Liz Reid (Google VP and head of search):
- Highlights that Google's generative AI capabilities will enhance search functionalities, enabling a more versatile tool for research, planning, and simplifying searches.
- Expects users to receive quick answers and insights, transforming the search experience[7].
4. Mike Wheatley (SiliconANGLE):
- Notes that Google is transforming its Search experience with generative AI, aiming to provide more conversational interactions and quicker access to information.
- Highlights the integration of AI Overviews, allowing users to visualize search data concisely[7].
5. Jim Yu:
- States that "Generative AI is revolutionising the search industry."
- Believes the rise of AI-native search engines represents the first step toward opening the search landscape to new entrants that can disrupt Google's stronghold[4].
6. Hugh Langley:
- Reports on Google's rollout of AI-driven updates to Search, representing a dramatic shift from previous functionalities.
- Highlights Google's AI Search Overviews aim to change how users interact with search by providing quick, clear summaries at the top of search results[4].
7. Mark Traphagen:
- Suggests that Google's AI Overviews significantly impact organic search, with over 99% of links in AI Overviews originating from top organic search results.
- Emphasizes the importance of content optimization to align with this new paradigm driven by generative AI[5].
8. Phil Schroeder:
- Stresses the significance of integrating generative AI into Google Search.
- Highlights the potential for AI to provide more personalized, context-aware search experiences[7].
9. Fraser Tait:
- Discusses how Google is integrating generative AI into its search capabilities, aiming to transform search results into comprehensive, AI-generated overviews.
- Views this as Google's response to the growing threat posed by advanced chatbots in the search space[7].
10. Demis Hassabis (Google DeepMind co-founder):
- Highlights that advancements in AI could lead to systems achieving human-level cognition within the next few years.
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- Emphasizes the ambitious goal of artificial general intelligence in redefining how search engines operate[7].
Comparisons to other AI platforms:
While the search results don't provide direct comparisons between Google's AI search and platforms like Perplexity, Bing/Chat, ChatGPT, or Claude, some insights can be inferred:
1. Google's AI search is seen as more integrated into the existing search experience, unlike standalone chatbots like ChatGPT or Claude.
2. Analysts suggest that Google's vast search index and user base give it an advantage over newer AI-native search engines like Perplexity.
3. Bing's approach to displaying AI answers alongside traditional search results is noted as different from Google's full-page AI Overviews[10].
4. The integration of AI into Google's existing products and services is seen as a potential advantage over standalone AI platforms.
5. Google's multimodal capabilities (processing text, images, video, and audio) are highlighted as a distinguishing feature, which may set it apart from text-based AI like earlier versions of ChatGPT.
Overall, while other AI platforms are recognized as innovative, many analysts seem to view Google's approach as potentially more transformative for the search industry due to its scale and integration with existing search functionality.
Citations:
[18] https://www.mmm-online.com/home/channel/will-the-rise-of-ai-search-challenge-googles-dominance/
[19] https://www.forbes.com/sites/cmo/2024/03/20/how-googles-ai-search-will-change-marketing-strategy/