3 6 Ke·2025-05-23 02:22Core Viewpoint - The Google I/O developer conference showcased a lack of surprises, with the most significant change being the introduction of the "AI Mode" for search, which aims to fundamentally reshape how users interact with search engines [1][3]. Group 1: AI Mode and Search Engine Transformation - Google has introduced "AI Mode," allowing users to interact with Gemini AI for information retrieval, moving away from traditional blue search links [3][12]. - CEO Sundar Pichai emphasized that this represents a complete overhaul of the search process, marking a new phase in AI platform transformation [3][11]. - The shift to AI-driven search is a response to declining search usage, as users increasingly turn to AI tools for information [5][7]. Group 2: Market Dynamics and Competition - Google's search market share has reportedly fallen below 90% for the first time in a decade, prompting the need for significant changes to avoid obsolescence [5][7]. - The traditional search model, based on keywords and links, is becoming less relevant as users prefer direct answers rather than sifting through multiple links [9][11]. - The rise of AI chatbots is fundamentally altering how users seek information, with platforms like ChatGPT attracting significant user engagement [11]. Group 3: Technological Advancements - Gemini 2.5 Pro, supporting "AI Mode," offers advanced capabilities such as long context windows and enhanced reasoning, setting it apart from previous models [12]. - The core competitive advantage of "AI Mode" lies in its multimodal search technology, integrating text, images, voice, and video inputs [12][14]. Group 4: Advertising Strategy - Google plans to adapt its advertising model by labeling ads as "Sponsored" and placing them strategically within the AI dialogue to maintain user trust and engagement [14][16]. - The introduction of "Shopping Graph 2.0" aims to leverage AI for a seamless shopping experience, featuring 50 billion product nodes and real-time price updates [14][16].