The Next Step for Smart Glasses: "Invisible Technology"
As technology and design merge, and costs gradually decrease, wearable products may naturally integrate into daily life and fashion in the future, and smart glasses will truly enter the mainstream market.
Through collaborations with Gentle Monster and Warby Parker, Google not only fills the gap in public acceptance of Google Glass but also demonstrates the core competitiveness of future wearable devices: "It's not about stacking features, but about everyday integration based on design."
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With the global sweep of ChatGPT, Meta AI, and Musk's xAI, the outside world questions whether Google, the king of search advertising, will be replaced in this AI revolution. Not only has its advertising revenue significantly declined, but it's also internally conflicted about touching its most profitable business.
In response, Alphabet CEO Sundar Pichai candidly stated in a May 16th interview with the renowned tech channel 《All-In Podcast》 that AI will help Google search "evolve," and its transformation began a decade ago. During the interview, he also discussed Google's future blueprint for quantum computers, robotics, and AR, revealing that Google will be a key driver of future AI innovation infrastructure.
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ToggleAI Helps Google Search Upgrade, Pichai Says Transformation Started a Decade Ago
Pichai first stated that since becoming Google's CEO in 2015, he has been clearly focusing on "AI First".
Having launched the AI research project (Google Brain) in 2012 and acquired DeepMind in 2014, everything was laid out to prepare for AI transformation.
Pichai emphasized: "Search has always been Google's core, and AI will upgrade our search."
Google Restructures Search Model, AI Overviews and AI Mode Officially Launched
Pichai also specifically introduced two major upgrades:
AI Overviews: Helping users integrate information from multiple websites into a key summary, currently expanded to over 150 countries and 1.5 billion users.
AI Mode: Making Google Search feel like chatting with an AI agent.
He pointed out that these new features not only did not reduce usage, but also brought new traffic and novel search categories, becoming one of the key foundations for transformation.
Does AI Make Google Search Unprofitable? Pichai Says In-house TPU Reduces Costs, Ad Revenue Remains Stable
Facing concerns that generative AI responses might prevent users from clicking ads and impact the $200 billion search advertising revenue, Pichai responded:
Currently, AI search ad revenue is on par with traditional search
Google's self-developed TPU chips significantly reduce the per-response AI cost, so there's no need to worry about cost issues.
Optimizing response speed (Latency) is the key point
Gemini App Has Fewer Users Than ChatGPT, But Overviews Are Already Integrated into Their Products
Although Google's Gemini App has fewer users than ChatGPT, Pichai pointed out
"AI Overviews on Google Search is actually the most widely used AI product globally right now."
He emphasized that Google's strategy is not to compete with a single application, but to deeply integrate AI into search, YouTube, cloud, Google Docs, and all other products, which is the real selling point.
Where Does Google's Cost Advantage Come From? It's the 20-Year Infrastructure Advantage
Pichai also discussed Google's AI cost advantage, which comes from years of infrastructure investment:
Self-developed TPU chips have evolved to the seventh generation, with the latest "Ironwood" capable of 4 × 10²⁰ floating-point operations
Self-built data centers, power grids, and submarine optical cables, creating its own AI ecosystem
Capital expenditure of $75 billion by 2025, with half used to expand Google Cloud
Is AI Model Innovation Stalling? Pichai Says He Hasn't Seen the Limit
While others worry about bottlenecks in large language model (LLM) development, Pichai has a different perspective:
"We are accelerating towards AI agents, multi-modal, and visual language integration. Just when you think it's stalling, a new breakthrough suddenly emerges."
He also emphasized that Google is not just working on LLM, but also focusing on:
- Image Generation (Diffusion)
- Vision AI
- Robotics AI
Collaborative Relationship with Nvidia, Dual-Track Development of TPU and GPU
Although Google is heavily developing TPU, Pichai does not deny:
Gemini training primarily relies on TPU, but deployment and commercialization still use a large number of Nvidia GPUs
Highly respects Jensen Huang, with a good collaborative relationship
They will continue to develop TPU and GPU in parallel, maintaining flexibility and supply chain advantages.
Admiring China's DeepSeek, Global Reassessment of China's AI Capabilities
He noted that Google's internal Flash model is equally impressive, and when DeepSeek emerged, even internally they began to reassess China's AI capabilities:
"Their ability to create such an AI model under hardware constraints is truly admirable."
Energy Becomes a Development Bottleneck, US Needs to Accelerate Solutions
Pichai candidly admitted that Google Cloud is already facing power bottlenecks, caused by global data center simultaneous expansion:
Engineering project delays
Insufficient technical personnel, electrical worker shortage
Nuclear energy, solar energy, and grid upgrades are urgent priorities
Quantum Computers, Robotics, and AR: Key to Google's Next Wave of Breakthroughs
Pichai also revealed that Google is actively investing in the following areas:
Quantum Computers: Current technology is like AI in 2015, with potential for disruptive breakthroughs in the next 3 to 5 years.
Robotics: The Gemini team is developing AI models that integrate vision, language, and motion.
AR Glasses: Will be the ultimate form of human-machine interaction, allowing AI to appear before your eyes and proactively assist with life's big and small matters.
In the Next 10 Years, Google Will Be a Key Driver of Global Innovation Infrastructure
Pichai stated that AI is a wave larger than all previous technologies, and the key to success is not about who defeats whom, but who can continuously innovate and integrate AI into every corner of global life.
He also directly stated that the future Google is not just an advertising search company, but an important driver of global innovation infrastructure.
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