ChatGPT isn’t hurting Google Search like people feared it would

This week, I take a look at the surprisingly high state of Google, Meta obtains a new AI chief researcher, and more. If you have not already done so, be sure to consult this week Decoder Episode on Deepfakes and where they go.

In addition, do you use an AI coding tool like the cursor or the Github co-pilot? I would love to know what is working and what doesn’t …

“I think we are doing very well at this time”

After spending time with Google leaders at the company’s I / O conference in May, it was clear that they felt confident. Now I’m starting to see why.

Chatgpt does not make search Google obsolete. If anything, AI makes Google stronger than before.

During Google’s income this week, CEO Sundar Pichai announced that IA previews in research results “now lead more than 10% of requests worldwide for the types of requests that show them, and this growth continues to increase over time.” In simple terms, when Google works as chatgpt, people use it more. Pichai noted that this is particularly true for young people, a demography with which the 10-links of Google has long lost.

Chatgpt does not seem to slow down the growth of the Gemini application. Pichai said daily guests to Gemini increased by more than 50% compared to the previous quarter. Gemini now has more than 450 million monthly users, compared to 350 million in March. Google has treated almost a quadrillion The tokens have on all its products last month, which represents more than double the number it treated in May.

Another revealing sign of confidence was Google’s reaction to AI talent wars. “I look at both our retention measures as well as the new talents that arrive, and both are in good health,” said Pichai when the results are called. “I know that individual cases can make the headlines. But when we look at the figures deeply, I think we are doing very well at that time. ”

While Mark Zuckerberg has managed to poach talented Deepmind researchers, my sources say that Pichai and Demis Hassabis have been resistant to tender wars and lend themselves to let most people go. Compare this to the atmosphere in Openai, where the chief of research Mark Chen compared Meta’s poaching to the feeling of an invasion of domicile.

There is a conviction at the industry scale that the Deepmind bench is deep enough to resist faults and that the company can quickly make reverse acquihire movements, such as its recent windsurfing agreement, because more and more IA startups are looking for refuge in the high intensity of money that only Big Tech seems capable of playing.

“Meta right now is not on the border,” said Hassabis in an interview with Lex Fridman this week. “Maybe they will be able to come back there, and it is probably rational what they do with their point of view because they are late and they have to do something.” Implicit in this declaration is the idea that Google works from a position of strength in the AI race, a notion with which all the main players with whom I speak agree.

Google is in no way unstopable. The GPT-5 arrives soon and could blow in front of the Gemini. Chatgpt is the kleenex of chatbots, and that does not seem to change anytime soon. Meanwhile, Google sends fewer clicks to websites, which threatens the concession and socket model that has fueled its business at this stage. There is a real chance that Google’s activities will be interrupted by the United States government. At the very least, he will probably have to stop paying Apple for the default status on the iPhone.

Even again, AI so far is not the threat to Google’s affairs that many thought it would be. Instead, it seems more and more that Google is stronger than ever.

“This is the enigma of success in an industry that has no franchise value.”

– CEO of Microsoft Satya Nadella In a public rating to employees recognizing recent layoffs and the company’s climbing stock.

“Unfortunately, I think” no bad person should never benefit from our success “is a principle difficult to manage a business.”

– Anthropic CEO Dario Amodei In a message disclosed to employees of the search for financing in the Middle East.

“If we can make intelligence accessible everywhere, affordable to everyone and easy to understand, we can drive the greatest opportunity engine that the world has ever seen and help more people live a better life.”

– Entranting Exec Openai Fiji Simo Subtly lay the basics of advertisements in Chatgpt.

“I created more billionaires in my management team than any CEO of the world. They are fine. ”

– CEO of Nvidia Jensen Huang on All-in podcast.

“I was given an offer that would explode [the] The same day. “”

– Second hiring of Windsurf, Prem qua nairOn X, describing how Google hired the startup engineering team.

Interesting career movements this week:

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Let me know if you have reflections on this question or a good story about the Talent Wars of AI. You can answer here or make a ping safely on the signal.