Google: AI Mode, AI Overviews and Search merging into one unified product
gaganghotra_ · x · 2026-10-31
SEO expert Marie Haynes breaks down Google's Q3 earnings call:
- Google says AI Mode, AI Overviews and traditional Search are becoming one unified product, and we're in "the early stages of agentic experiences across our surfaces."
- The company expects rapid improvement due to RSI (Recursive Self Improvement) and says selling TPU systems — not just chips — is key to growth.
- Financials: Alphabet revenue up 25% YoY, Cloud up 103%, Search ads up 12% YoY vs. 15% expected; the stock fell on concerns that AI Mode offers fewer ad opportunities.
- Google's stated priority is making AI Mode a quality product first, monetization second; AI Mode ads are expanding to more countries, and a new Connected Apps program lets businesses be used agentically right from Search and the Gemini app.
Haynes argues the old ways of making money from Search are disappearing, but doubts Google's ability to thrive long-term.
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