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Liz Reid

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2026-04-23
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2026-04-23
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  1. And it is a constant effort, right? Like it's not a problem you solve because some of the people generating the spam, right? There's a lot of financial incentives associated with it. That is what people have come to trust Google is that it will show great information. And it's the thing that we will continue to put a huge amount of effort in. And so that's the way I would think about it. It's not like how much AI slop or human generated slop or whatever automated slop pre-AI post-human generated there is, but making sure that the information you do see is trusted

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  2. A generated slop. There was human generated slopp. Now there's AI generated slop. So there has always been slop on the web. And so what doesn't really matter at some level is how much slop is on the web, so much as is there great content on the web and can you surface it, right? And this is Google's bread and butter and ranking and has a long history of looking for spam and trying to drop it and make sure it doesn't show. And like we crawl many, many more pages than we even put in our index. There's pages we put in the index that we never surface, right? So that we can keep that rate of spam and slop at a very low rate.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  3. Some point it becomes big, you know, you're putting all this directions code into the Google search app. Is that actually useful, even if you had a full maps view? So I think we're just going to have to learn over time about what's good. But the space is really giant and they do have different emphasis right now on what they try to excel at. And you want to make sure that in the attempt to bring things together, you don't become only okay at everything and you want to make sure that you can shine at all the use cases people need. And that may mean two products or that may not. Or it may be a third product, right? Like I don't know in five years. There may be a third product that replaces all the products. You have your personal agent. You don't talk to any products. I don't know.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  4. One app one entry point can truly do it all? I don't think we know yet on that. People come for restaurant searches. They come to maps and they come to Google search. We have not collapsed the Maps app in the search app.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Search box into one search box and do that. And it hasn't enslaved in the case. We have the Google app and we have Chrome. They both allow you to search and they both allow you to browse the web. You have a set of people that love the Google app and you have a set of people that love Chrome and you have a set of people that use both on a phone, but you can't necessarily convince either population that they want to stop using one app and just switch to the other app. So I don't think the space is so huge and it's changing so quickly right now that to sort of be able to know for sure whether or not you can create one sufficiently dynamic personalized experience that

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  6. I don't know what life will be like in five years. I think it's very sometimes people want sort of an experience, although the information need seems this like similar, they actually want different experiences across, okay? And so if you take a pre-LLM example. People use YouTube for search. So in the US, they use it some. In India, they use it a huge amount. They bring a bunch of queries that you would bring to Google search in the US, right? You could say, okay, well, we haven't, why haven't we collapsed YouTube and search?

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  7. Some number of years ago, people would have said, like, how can you make money from a fee? Okay, well, Instagram ads are very popular. And so there's new ads formats as you recognize new technology and new opportunities, but the commercial needs are still often there and the desire for user choice is still often there. And so there's still a lot of possibility going forward. And so it's worked out very well right now with us in the balance.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  8. The presence of an AI review or Gemini answer doesn't preclude the need to still buy the item. So there's still this huge opportunity with ads because there's all of this choice that's going. I think you also see that there's an expansion of queries, right, to this point. So you get more queries. And so some of those queries are more commercial. Some of them are not, but some of them are more commercial. And so those become new opportunities for ads. And there can also be things like when the query is underspecified or it's a single query, you actually don't know as much. So you can't maybe target the ads as well. If people start expressing more of their need, if it's more of a conversation, they're going more down funnel, you can actually create better ads, right? And so you can think about new opportunities for ads formats, right?

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  9. There are no ads on that term. It doesn't show ads before. There are no ads on that cry, right? Nobody's trying to advertise something on that. So those crazy ARV is like it does disrupt, right? Then there's a bunch of class of curries where like you're shopping.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  10. I think I would say a couple of things search only shows ads on a subset of queries, right? You're like less than a quarter of queries, right? So there's a whole bunch of queries. Pre AI overviews, right? That you don't make money on because many of them are not of commercial need, right? And so you asked a question about tankers earlier. Probably pre-AIO, that Craig wouldn't have shown ads anyway.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  11. It's not that you're not curious You just don't think everything is known and you don't have the time, right? And so if you lower that barrier, it allows you to be that kid again that just sort of explores all of these things or get started on those projects that felt daunting or enables you to save or learn a new skill or whatever else.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  12. Big ghost, okay? Let me Gemini. They do that because from a kid's perspective, they assume adults know everything, right? And it is no cost to them, right? They're not worried about their time and other things. As an adult,

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  13. Like actually, in a bunch of countries, there's not all the content in the web and the language you speak. LLMs can help unlock that content. AI overviews, because it's using an LLM can be more multilingual than just the web corpuses by default, right? Okay, so suddenly information that wasn't available to you as a Hindi speaker is now available. It can be visual. You had a question about this flower. You had a question about that cool purse you saw, like where can you buy it? But you know how to describe it. It's possible. It can also just be like my kid has a question, do I say like, I don't know, or do I go ask the question, right? You see with young kids, they ask questions all the time, right? They go, why, why, why, why, why, why, why, why, why, why? And like at some point, parents are like, because we're like, stop bothering me. Go ask the LLM.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  14. People at times is they think they come somewhere for all the questions they have already today, right? Like maybe they think they come to Google all the time or they think they go to Google plus LLMs or Google plus LMs plus TikTok plus whatever. Okay, they think they ask all the questions they have. But that's not true. You actually make a calculation when questions go through your mind of, is it worth spending any time to figure out the answer to this question? And if the answer is no, then you just don't ask the question, right? And so when we talk about AI as an expansionary moment, what we really mean is there's a whole bunch of questions people have. There's a whole bunch of curiosity that is people are not exploring and they're not exploring because they view it as too difficult or too much time or not sure that it will be worth it. And AI lowers that barrier and it can lower that barrier in ways that are sometimes for US English speaker are surprising, which is

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  15. They find are frustrating. Are more users more users adopting it? Not just how much are they using it. So we look at a bunch of different metrics, but one of the biggest is really like, do you choose to come and ask Google? Like, do you essentially hire Google more often for things you need? And one of the things that's very surprising.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  16. Wonderful service. So, you have to be thoughtful about those, okay? But the place you start with is try and build something amazing for users. One of the things we've seen again and again with Google search is if you're doing a really great job, like people will not just do another query, they will come back to you more often. They will take their phone out of their pocket and extra time. That's a high bar, right? It's one thing to go and say, I've showed you something. Can you do one more thing while I'm showing it to you? It's another thing to get you to decide you're going to bother to unlock your phone. You're going to boot up your desktop. You're going to navigate in the browser. And so one of the things we really look for is when we're doing these changes, does it cause people to come to search more often? Not just use search more often, but come more often. We also do various like UX research studies and try and understand what are people happy about or not.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  17. So, I guess I would say Google's guidance in North Star has always been like focus on the user. That's our biggest question at the heart is how do we make a great experience for users? And then you want to be thoughtful, obviously, about other consent. Okay, if you don't have a healthy ecosystem, you can't build a service ongoing. So you need to make sure you're nurturing a healthy ecosystem. If you have make no money, then you can't fund. Right.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  18. When we know that they can improve productivity, then we need to figure out why and how we help support. Like maybe there's some issue with the part of the system they're working on and we should go fix, or maybe we just need to help upstill them or whatever else the case is. I do think there is a level of experimentation required, right? So I don't think it works if your answer is like, you need to ensure that all your token use is completely optimized. It's not going to work, right? People have to learn what's possible. They're doing different jobs. The tech is changing, but it can neither be like, don't use the tools or just max your tools blindly. It's a noisy signal, but it's a signal, right? So go look at it and understand as a place of where to look. Don't use it as a final judgment.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  19. I think the thing with all of these proxy metrics is if you use them blindly, you're going to run yourself into trouble. If you as a leader sort of don't use judgment on them, then you get the example of like, I will just create a job that runs in the background and does dumb things to do the tokens, right? So as a leader, your job is to sort of use good judgment and not just think about the incentives. So if somebody isn't playing around at all with the tools.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  20. Like an interface that does that, right? So I don't think it necessarily converges on a single thing. I do think it should feel much more adaptive to your point about, well, if this is the way you prefer to interact, not just where you are, but how you interact, and can you customize and can you create to what extent do the user interfaces look design for you versus look design for general? And can you have influence in them? I think you'll see that. I do think we sometimes like we're very aware of what doesn't work well. We're not necessarily aware of what does work well. Like companies spend huge efforts working on how do they do shopping carts really well. This belief that sort of the chat bot will have a more optimized shopping cart for every shopping cart place in the world than the one you go to every day. I don't know, not clear.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  21. I think you see that some things are much easier to do with a chat interface. And then some things, actually a chat interface is a super slow way to go do, right? Like if you have a list and you have to go say, please remove this long title for the 10th item, that's actually much harder to do with chat.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  22. The introduction of the watch has supplemented, but it hasn't eliminated the desktop, right? So what's been interesting actually is that it hasn't gone in the direction of converging to the answer. It's actually increased the form factors. And so that you want to be able to access this information wherever you are, in whatever form factor makes sense. And so will it be glasses? Will it be something else? Quite possibly. But let's even say it's glasses become a big deal. Glasses are very small screens even there. You're probably not going to do your big productivity thing on desktop. So I think what you'll see is that the access point is not confined to one thing, but that the key is to eliminate the friction, right? And the toil. To your point, you had to do six steps. You didn't want to do the six steps. Why should you do the six steps?

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  23. People were like, okay, we believe in 10 years we'll achieve ATI. Will anyone be doing anything the same? Okay. So with that aside, I think there are some things I believe in and some things I think we don't know. I think you already see if you go back 10, 20 years ago that the way you interact with the tech has evolved a bunch, right? It used to be it was just the laptop. Well, now it's the phone. Well, now it's also the watch. Okay. In some cases, it's the glasses. The sense that it should feel like the information is sort of at your fingertips in whatever medium is useful, right? But I don't know that this becomes a, we haven't so far replaced all of the old ones, right? Like you use the phone a lot more But my guess is you're not doing all your cloud code work on your phone and you're doing some of it on a desktop.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  24. Six months ago, let alone two years ago, is different than what's possible now. And in six months, it will be different. So you have to start thinking about how part of your interview is thinking about sort of fluency with the use of tools in the same way that like when IDEs became important or when people stop using assembly language and they started doing Java, right? You had to sort of evolve the interviews. It's just that it's happening very fast. And so we all have to be on our toes, but exciting. Like, you play with this tool and it doesn't work for something, and then it's not like play with it two years later. It's like play with it three months later. Maybe the tool will now work for these things.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  25. For which they just go and type in the answer in the chat bot and recite it back to you. Okay, so you need to make sure to the extent that your goal is to understand are they critically thinking? Are they able to think through a problem and do that? You want to make sure that that's actually what you're assessing, right? And so is it in person? How are you doing that on some basic way? But there's the other thing that I think the tools are powerful. You can use them in ways that make you more effective and you can use them in ways that make you less productive. How do you think as fluency is changing with AI? The way a software engineer might approach the problem now is different than they might have approached the problem five years ago without some of these tools. And so I think we're all learning how to change asking that question, right? Are you building up that expertise? Are you building up that fluency? And the fluency isn't fixed. What was possible with the tools?

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  26. I think the process is definitely evolving. I wouldn't say that we have perfected the science yet. But there's two angles in which you're thinking about it, right? One is you don't want to ask questions.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  27. I think sometimes people think, oh, a few years ago, they said, like, oh, what more can you do with Google search? But like, if you actually ask them, okay, when was the last time you spent 20 minutes searching when you would have preferred to spend two? It's actually not that hard for many people. Oh, last time I was trying to like go find a service provider. The last time I was trying to go like do these bigger tasks in life. And so it's been kind of exciting to just make people's lives easier by helping them address their real need.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  28. I mean, I think people, from a privacy perspective, we give people sort of a range of different things. They can be sort of an incognito. They can be signed out. They can be signed in across. So, and I think Google has a long tradition of really treating people's data with a great deal of care and having cutting-edge security and privacy by design. So I think people are seeing the value and they have continued their trust in Google. I think it means it's a harder job on quality, right? You have to take this question that's many parts and you have to figure out how you break it apart. And you have to do work to think about things like latency because you can't just, you know, if everyone uses the same keyword and it's not personalized, then you can cache it all. If all of a sudden the query is get much more diverse, it has consequences.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  29. And now with AI reviews and AI mode, you can start to actually, and you see people do this, they tell you the real problem, right? They don't take their need and translate it to what the computer understands. They try to give the computer their actual need and expect us to do the translation. And I think that's really exciting to see because when we can be more helpful, but also like those are real problems people had, if you go back to the mission, it was organized, the world's information, and make it universally accessible and useful, like that useful part, right? It's not just that it's organized. Is it useful to you? And I think one of the most exciting things about AI, the transformation going on right now, is that you can actually make information much more useful to people. And that really opens up. That makes it such that people just ask more questions because we can actually do a better job meeting their needs.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  30. What do you want me to do with that query? Right? Okay, the best restaurants in New York are going to take three months and 99.9% of the population can't afford to go to them, okay? But like, are you picking 10 random ones, et cetera? But like part of why people will do that is they had a much more complex, I want a restaurant in this location for five people. It can't be too pricey. I have a vegan member. I also have kids. That was the question they had in their mind. And in the old word of keyword ease, none of that information would be kind of spread throughout the web. And so you wouldn't feel confident you could just put in the question.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  31. I don't know Falafel very specifically. But in general, yes. Okay. We have seen with AI overviews meaningfully longer queries. We see more natural language queries, but it's also not even something as basic of that. It can also be like you were searching for restaurants. We used to laugh about before I worked on search, I worked on maps. some of the intersection with search and people would just be like restaurants in New York and you're like

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  32. We also see that with tensions on things like, well, do you want video results or do you want more text-based results? People are very opinionated about what the right answer is, but they are not very opinionated in the same direction. And so we try and meet, you know, multiple billions of people's needs at once.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  33. Versus, like, what's new with someone? That's actually much easier for us to figure out how to give better results than if all we just say is someone, right? We used to talk about an example query in different ways is falafel. What do you want to know with falafel? Some people don't know what falafel is. They want a definition. Some people want recipes. Some people want to find where to eat. Some people want nutritional information. They all just use the word falafel. And that's just harder to figure out how across all of them we do that.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  34. Independent of the rest of the news articles because if you don't know who most of the people searching for it know who the person is, but some of the people searching for it don't. And so you can see behavior like that. But I do think one of the interesting things about the evolution with AI is that people stop talking just in keyword ease as much and they start expressing more of what they want. And then that becomes much easier for us to give an answer, right? So if you say tell me about someone.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  35. I think one of the things that's generally very challenging about search is that people enter the same query with a like that's often very short. With a lot of different intents in mind, right? And so, in a bunch of the examples where you have, probably our data says that most people just want to see the recent articles. And those are the ones that get all of the clicks. But you didn't, right? And so, how do we figure out across all of the different intents and match them across? And so I think there's this question about both how do you get the different facets of a question? How can you personalize the results more effectively for people? I do see more, this is anecdotal as opposed to complete data, but to your example, people using AI mode and AI overviews for some of the people queries to like understand more about the person.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  36. I think we're definitely aware that people use Google as a fact checker for some of their LLM use case. I think people have used Google as a place to fact check information pre-LLMs for a number of things. A friend tells them something and sort of come. But I think people use search for a lot more than just fact-checking, right? Or even just looking up facts. They want to go browse what they're going to go buy. They want to go check up the sports score of the latest team. And we do see with AI overviews that with the presence of AI overviews, people are asking more longer questions. They're asking more conversational questions. And so some of these questions they started bringing to an LLM as we brought AI overviews in, they took on those same types of questions and have brought them to search.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  37. Questions where they expect that they're going to do more follow-ups versus if you're doing a very browsy query, you might choose to prefer all of the SERP. If you know that like your goal is to just get to a particular web page, you're more likely to start with the search result page. But there's obviously overlap in the use cases. But across search and AI mode tend to be sort of more longer, complex, more conversational queries versus more traditional queries. And between Gemini and search, there's more of a productivity and creativity versus information slant on them.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  38. Those type questions are going to be more Gemini oriented. Between AI mode and search, the main search page, some people use AI mode mostly via AI overviews. They start on AI overviews and they transition. For those who go direct to AI mode, they tend to do that for queries that they consider sort of more complex, longer questions.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  39. Yeah. So maybe just so we're all talking about the same thing. There's sort of your main search page. There's AI mode. That's part of search. And then there's the Gemini app. Right. Right. Across. And I would say like there's a lot of users. So their behavior varies across all of them. But there are some patterns. Okay. There's plenty of people who co-use across them. There's plenty of people that are actually using several AI products right now, just in general, right? Not even just within Google. Across Gemini and Search, the more informational ones, if it's an informational query, then the probability that they're using search or AI mode is going to be higher. If it's a creative query, it's more of a productivity question. I want to like please rewrite this to make it sound more formal.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  40. That the AIO review provides additional value. Great, we show it. It doesn't. Then we want to get out of the way, right? You don't want your search for Wikipedia. You go and you type in Wikipedia, which a lot of people do, they want to get to Wikipedia, they don't want to go and say, let's give me the history of Wikipedia. That's not why they search for that, right? If they search for odd lots, right? They probably want to quickly get to your podcast. And so we have a variety of signals that try and help us understand when is it adding value and not. And we get smarter over time as people both change how they ask questions. As the models get smarter, right? Like we don't want to put an AI overview if we think it's not going to be high quality. So as the models have gotten more powerful, we can cover more cases and just continue to develop really with the focus being what is the best response to give a user for the question they've asked.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  41. No, what we try, an important premise of this is that we shouldn't give you AI for the sake of giving AI, right? The point is for it when we think it adds value to people. And so it's not really associated with question marks. Question marks are often when people are looking for more of a description. They have a harder question, which may be a single web page doesn't answer or whatever else. But what we're really using is looking at signals from users to say, does the AI overview provide additional value or not? And so most people, I don't like I haven't studied Corgi Query in detail, but for a query like that, probably what we're seeing is that most people aren't just trying to figure out what is a Corgi. Maybe they want to see pictures about it. They want to click on knowing more about the dog breed because they're trying to engage in it. And so we basically learn over time based on user signals the same way we learn about like when should you show the weather one box and when should you show local results and when should you use sports

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  42. Sometimes, if you hate fashion, then like you love using chatbots to replace the need, right? Like you didn't really want to spend any time. That's fine. But if you were someone who was spending a lot of time reading influencers and what their interest in the fashion, you have not decided to replace that with the chatbot, right? You're still going to want to hear from those fashion taste makers. And so there's an opportunity with AI overviews to help you get started and then make it easy for you to dig in and connect. And I think people's interest in connecting with other people is just as strong these days in many ways.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  43. Often to hear people's perspectives, right? Like you'll talk about okay, well, we want a bunch of answers and yet this is like a golden age for podcasts, right? So clearly people sometimes want to spend a couple of seconds. And other times they'll spend a whole hour listening to things. And so one of the things we see with the shift with AI overviews is that you get more of this pronouncement with what's your goal. If all you were going to do was go to the webpage, see the fact, and immediately click back. You were going to spend like a half a second on the page. You see those things shift. But if what you were going to go and do is read an article for five minutes, you're still interested in reading that article for five minutes, right? AIO might help you point to the right page so we see fewer bounce clicks where a user would sort of go and immediately come back because they weren't happy. You see people go though and they want to hear from other people. They want to hear their expertise, their perspective, their unique take. I take fashion as an interesting example.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  44. Think what's interesting about it is that the space of search is very big and what people are trying to do is very big. Buy the shoes, right? So you still have to go pick a merchant for that. People care.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  45. Nobody calls spellcheck AI, but like it was at the time, right? It just shows you how far the world has come. But the opportunity to really transform search and realize Google's mission at a new level is really exciting and an amazing opportunity and very humbling. Do this for a product that so many people use.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  46. Well, two years ago, I would say it was also still a fairly large amount. I think AI is a deeply transformative technology in what it opens up. And I think AI has been in search for many years in different forms. It's much more in the forefront these days with things like AI overviews and AI mode. But if you go back several years, it was how we transformed a bunch of ranking with efforts like Bert and Mum that were built on some of the early transformer breakthroughs. But at the end of the day, and if you go back once upon a time, AI didn't just refer to generative AI, it referred to general machine learning and other things like that. And, you know, in the early 2000s, Google had spell correction. Which felt sort of revolutionary at the time that used AI, right? No one calls spellcheck AI anymore.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  47. I lead the search team that you can think of as covering the product, the engineering, our user designers and data science, sort of the team that fundamentally builds the search product that you use.

    2026-04-23 · Odd Lots · Google's Liz Reid on Who Will Own Search in a World of AI · IDENTIFIED FROM THE TRANSCRIPT · source