With the explosive growth of Google Gemini users, the industry has been speculating whether this AI application will run advertisements to offset high computing costs. AIbase learned that Dan Taylor, Google's global advertising vice president, recently gave a clear response: the company currently has no plans to run ads in the Gemini application. He emphasized that Google's current commercialization focus remains on advertising within AI-powered search.
In Google's strategic layout, search and Gemini are complementary tools. Search is positioned as a channel for accessing online information, helping users discover new products and services; while Gemini is more of a personal AI assistant, assisting users with creation and task processing. Currently, Google has started introducing ads in the "AI Overview" at the top of the search engine and is testing promotional content within the "AI mode" deep conversations. AIbase learned that Google has over 25 years of experience in traditional search advertising, while the monetization model for AI assistants still faces challenges such as ad formats, pricing standards, and user trust.
Compared to competitors like OpenAI, Google has more room for maneuver in AI monetization due to its mature search platform. AIbase learned that Gemini has 650 million monthly active users, and the monthly active users of its "AI Overview" feature have exceeded 2 billion. The ad click-through rate is roughly comparable to the traditional model. Currently, over 80% of Google's advertisers are already using AI-driven search features. In the future, Google plans to test a "direct discount" feature, and even allow consumers to complete shopping payments directly within the Gemini application.
Key points:
🚫 No Ad Plans for Now: Google reiterated that the Gemini application will not run ads at this stage, aiming to prioritize the user experience of the AI assistant.
🔍 Focusing on Search Monetization: The advertising focus is concentrated in the "AI Overview" mode of the search engine, and the current click-through rate is comparable to traditional advertising.
🛍️ Exploring a Shopping Loop: Google is testing the "direct discount" information delivery and plans to implement one-click payment settlement functions within Gemini.
