When Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Sundar Pichai says "search is evolving," it's not just a product update, it's a strategy shift.

Responding to analysts at the third quarter earnings call, the Alphabet CEO hinted that AI-driven search could soon become as transformative as Google's "universal search" rollout nearly two decades ago.

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"Between AI overviews and AI mode, we're meeting users in the moment," Pichai said, adding that Google may soon "bring it all together" in a unified experience.

This sounds like the beginning of Google's second universal search, powered by Gemini.

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