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Sundar Pichai, CEO of Alphabet | The All-In Interview
2025/5/16
All-In with Chamath, Jason, Sacks & Friedberg
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David Friedberg
美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。
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Sundar Pichai
David Friedberg: 我认为谷歌正处于一个关键时刻，面临着被AI颠覆的风险。传统的搜索模式正在被基于AI的聊天界面所取代，用户可以直接获得完整的答案。如果谷歌不能快速适应这种变化，可能会失去其核心的广告收入来源。我希望了解谷歌如何应对这一挑战，以及Gemini在谷歌的AI战略中扮演的角色。
Sundar Pichai: 我认为AI为搜索带来了巨大的机遇。谷歌早在十年前就将AI放在首位，并持续进行投资，例如Google Brain和DeepMind的收购。我们已经看到AI Overviews等功能显著提高了搜索质量和用户参与度。我们正在积极开发AI Mode等新体验，让用户可以通过更自然的方式与搜索互动。我不认为这是一个零和游戏，而是相信AI将扩展搜索的用例，并为用户提供前所未有的信息获取方式。我们遵循用户至上的原则，并坚信盈利会随之而来。我们有信心能够顺利完成从传统搜索到AI驱动搜索的转型。
Deep Dive
Sundar Pichai addresses concerns about Google's vulnerability to disruption by AI, highlighting Google's proactive approach to integrating AI into its search engine and other products. He emphasizes the importance of user experience and continuous innovation.
- Google is proactively integrating AI into its search engine.
- AI overviews are used by over 1.5 billion users.
- Google is developing an AI Mode for search with enhanced conversational queries.
- Cost per query has fallen dramatically.
- Ad revenue with AI overviews has reached the baseline of without AI overviews.
Shownotes Transcript