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Nick Fox

Aug 6, 2026

VanessaHOST
2:39
Give me kind of a couple of examples of some unique tows that you've had.
2:43
So, um, really, y- you know, like I said when I walked in here, it's, "If you can hear me right now, I can help you right now," but sometimes that's not just including here.
2:51
It's, it's including Kansas City, Missouri, um, Chicago, Indianapolis, uh, Minnesota.
2:58
I've been in up to Minneapolis.
3:00
Um, you know, y- either you're from there and need to get... and you broke down here and need to get home, or you got in a wreck or your vehicle broke down there, and you need to get it home.
3:09
Um, it's the same as helping you right now.
3:11
Um, and it, it's a lot faster, really.
VanessaHOST
3:55
Give us some advice and some tips on, on w- if someone needs to get a tow, um, and, and they're gonna get a ride, and maybe you're coming later, kinda give us some tips and ideas on how best to do this.
38:42
How do you build trust around that? And what safeguards matter most? And how do you explain some of those safeguards to users?
38:51
Yeah.
38:52
So the most important thing here is choice.
38:55
And it's interesting, maybe I'll take a step back for a second.
38:59
The genesis of this was, the genesis of personal intelligence was people coming to us saying, users coming to us and saying, Hey, I have my Gmail with you.
39:08
I have my calendar with you.
39:10
I have photos with you.

7 MINS LATER

46:39
Where is the biggest impact? this that you are seeing and how is it improving the way you develop products you've already talked about using ai to make search better as an ongoing process but how does that work internally when you in terms of product development
0:52
Is there an underlying theme or a narrative that you believe is connecting all of what we're hearing here this week?
0:59
Uh, I think one of the big things that, that we're hearing across the week is how Gemini is really, um, supercharging, uh, products across Google's consumer products as well as our advertising products, as well as commerce as well.
1:12
And so, uh, you know, that starts with the Gemini 3.5 model, uh, released yesterday, Gemini 3.5 Flash, which is exciting.
1:19
It's coming to Search, it's coming to the Gemini apps, coming to Antigravity.
1:22
That's really the foundation.
1:24
Um, today we talked about how that's, um, enabling, um, app, um, our, uh, being enabled across our advertising suite, um, both in terms of ads in, in, in, um, in Search as well as, um, you know, the full set of advertiser products we have.
1:41
From the commerce point of view, um, you're also seeing that there as well.

9 MINS LATER

10:52
Um, what are the factors that are driving progress, and is it changing how we interact with technology?
6:04
And then, and then also along, along those lines, is there anything concrete that you can use to back up this, like, higher quality claim that you were talking about then?
6:12
then?Well, the stats are gonna vary per site.
6:15
Um, and I think, um, you know, one of, you know...
6:17
We've looked at a number of the different studies that, uh, individual, you know, you know, folks have put out, and they tend to be, uh, sort of one-off, uh, maybe ch- maybe, uh, cherry-picked analyses.
6:27
One, one of the ones that sort of stuck with me was a site was saying... or I think there was a report of a site that had double-digit decreases, maybe over 50% decrease in traffic.
6:37
Um, and it was, uh, claimed that that was associated with, um, AI in Search, but it was actually b-... you know, the, the decrease in traffic was before, uh, we had even announced AI Overviews, right? And so, um, you know, there c- there can be a, you know, a range in some of these studies.
6:52
Um, and there are also studies, by the way, of sites seeing increases in traffic, right? And so, you know, there really is, uh, quite a, uh, uh, quite a range here.

22 MINS LATER

28:38
What have you found users are actually using it for?
30:58
(laughs)
30:59
Um, you know, Google's a company that's grown up on the web, right? And, and I don't think it's an overstatement to say that there's no company that cares more about the web than G- than Google does.
31:06
And so, we, we care about this deeply, we think about this deeply.
31:11
Um, and we have built both AI Overviews and AI Mode, um, to be, to be very web-forward.
31:18
Um, it is a losing battle to, to fight users, right? There's a user change happening here.
31:25
Um, users are looking for...
31:27
It's clear that users looking, are, are looking for a different kind of experience.

12 MINS LATER

43:20
What's going on?
46:38
Mm-hmm.
46:38
Uh, the ones that I think are the most interesting are the why and the how queries.
46:41
So for years, you could come to Google and search for what's the Giants' score, um, or what's the Warriors' score? Now what you can do with some like AI Mode, or even AI Overviews as well, is you can ask, "Why did the Warriors lose the playoffs," right? You can- you can actually start to get at the context behind it, um, um, um, and things like that.
46:59
Or you can ask, like, you know, "How do I get..." You know, "I forgot my password.
47:03
How do I recover it?" Right? These types of...
47:04
Like, so that's another example of a kind of a how kind of question.
47:07
Um, you know, we often talk about complex queries, you know, things like this, but really what it comes down to is a question that goes, um, goes one level deeper.

22 MINS LATER

69:10
Mm-hmm.

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