The provocation between the giants highlights the relevance of AI in today’s market. In response to its competitors’ moves, Google is preparing a major update to its Gemini model, which aims to compete directly with advanced solutions such as ChatGPT and Perplexity AI. This reinforces the company’s commitment to maintaining its leadership position.
Google currently holds 92% of the global search market, according to data from Statista . However, the rise of tools like ChatGPT and the increased use of virtual assistants puts this leadership at risk. By 2025, the AI market is expected to be worth more than $300 billion, according to a report by McKinsey . These figures highlight the financial impact of this technological race.
Additionally, a Pew Research Center study revealed that 62% of bitcoin data adults in the United States trust tools that offer interactivity and context in responses more. This explains Google's focus on features like AIM and updates to Gemini, which aim to meet this growing demand for more immersive experiences.
The impact for businesses and content creators
One of the concerns discussed by Pichai is the value of authentic content in a scenario where the internet is increasingly flooded with AI-generated material. He highlighted that, in an environment full of inauthentic information, the search for reliable content becomes even more essential.
However, the question of the impact on content creators remains a sore point. During the event, Pichai was asked about the economics of AI-generated content and the impact on authors and experts.
He mentioned initiatives like YouTube ’s Content ID program , which pays copyright holders. However, the response did not directly address how Google plans to support creators outside of specific platforms, which creates uncertainty for publishers and marketers who rely on organic traffic.
For companies, these transformations signal the need to monitor digital trends and develop strategic planning that takes into account changes in consumer behavior, which are reflected in Google in 2025.