Bindu Reddy: Google's AI Mode is right for users even if it hits search monetization
bindureddy · x · 2026-11-01
Bindu Reddy argues Google's AI Mode is the right consumer experience even if it cannibalizes search monetization, and that Google has no choice but to build the best models and lean into AI mode.
She suggests Google will make up for the search revenue shortfall by selling "Gemini Carbon tokens" — a plug for her own product Carbon, which she notes is getting good reviews. The take is self-interested but highlights the core tension between Google's search ad business and AI experiences.
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