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Inside Google's AI turnaround: The rise of AI Mode, strategy behind AI Overviews, and their vision for AI-powered search | Robby Stein (VP of Product, Google Search)

Google is in the midst of a transformative shift, driven by rapid advancements in AI and a renewed focus on user-centric innovation. Under Robby Stein’s leadership, the company is redefining what search can be—moving beyond keywords to conversational, context-aware experiences that feel intuitive and natural. This evolution reflects a deeper commitment to solving real user problems through relentless iteration and bold product thinking.
Google's recent AI momentum, exemplified by Gemini's rise and the launch of AI Mode, stems from tight integration between research and product teams, along with a strategic push to enhance—not replace—traditional search. AI Mode enables natural, multi-turn queries using Google’s vast data ecosystem, differentiating it from competitors focused on creative or productivity tasks. Success hinges on three core principles: understanding user motivations via Jobs to Be Done, prioritizing clarity over cleverness, and maintaining simplicity. Past experiences at Instagram, such as launching Stories and refining Close Friends, underscore the importance of aligning features with real behaviors and scaling only after internal conviction and external validation. Stein emphasizes relentless improvement—balancing vision with data-driven iteration—and knowing when to shift from optimization to innovation. The future of search is multimodal, conversational, and curiosity-driven, expanding how users explore information across visual and interactive domains.
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AI is expansionary, leading to more questions and broader search use
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AI Mode combines search, vision, and conversation into one unified experience
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AI accesses Google Search signals to verify information and detect spam
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The AI interface is becoming more human-like, allowing users to steer AI with natural language.
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Continuous improvement leads to a tipping point where products become truly useful.
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Not making the best product for specific use-cases robs users.
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Use the Jobs to Be Done framework to uncover growth opportunities in mature products.
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A small team tested a new AI page after seeing demand for direct access and follow-up questions.
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Organizational urgency and technology availability enabled Google's fast AI shift
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AI Mode focuses on effortless, contextual information with links to authoritative sources
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Design for clarity over cleverness to improve user experience.
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Users added only two people to 'Close Friends' because the original name 'favorites' felt too exclusive.
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External validation means people use your product because it's useful, not because they know you
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Be curious and chase knowledge to stay inspired in the AI era
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Google's new conversational search helps kids engage with AI naturally
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Reached out to Scooter Braun via email to solve the cold-start problem