The Oracle in the Machine: How AI Is Rewriting the Rules of Search
#32: Who controls the AI systems that now mediate access to knowledge, and how do we ensure they are governed in ways that uphold transparency, fairness, and public accountability? (5 minutes)
In 2020, searching the web meant typing keywords and scrolling through a sea of blue links. Fast forward to May 2025, and the landscape has radically shifted. Now, people say things like, “I ask Google a question, and it gives me a curated summary, a video explanation, and sometimes even a personalized action plan.” This is not a preview of the future — it’s happening now.
At this year’s Google I/O conference, the tech giant unveiled “AI Mode”, a seismic upgrade to traditional search built on the Gemini 2.5 model. This evolution doesn’t just tweak the search box; it reimagines it entirely. Users can now engage in multi-turn conversations with AI, explore interactive visualizations, or receive auto-generated content like videos or step-by-step guides — all without clicking a single link.
Behind this interface is a stack of cutting-edge technologies:
Advanced NLP (Natural Language Processing): Enabling deeper understanding of questions and context.
Vector-Based Search and Embeddings: Matching queries with meaning rather than exact words, using techniques like semantic similarity in high-dimensional space.
Reinforcement Learning-Based Ranking Models: Prioritizing results based not just on relevance, but on inferred user intent and outcome satisfaction.
Contextual Personalization Engines: Drawing on prior queries, location, device behavior, and even calendar data to tailor responses.
Ask about “the impact of AI on US-China trade” today, and instead of ten article links, you’ll receive a synthesized geopolitical report, economic forecasts, and embedded video commentary — rendered instantly. The AI doesn’t just find facts. It thinks in public.
The Browser Becomes the Interface
This evolution isn’t limited to the search engine. The browser itself is being reimagined as a semantic interface, not just a window to the web.
Browsers like Chrome, Edge, and Arc are embedding AI copilots directly into their architecture. With integrations built on models like Gemini and GPT, AI assistants can:
Rewrite web pages in real time, summarizing long articles or translating academic jargon into layman’s terms.
Auto-navigate complex websites for tasks like booking travel or submitting forms.
Proactively recommend content before users even type, based on browsing history and inferred needs.
Act as knowledge agents, cross-referencing multiple tabs and combining information to answer complex questions — essentially turning the browser into a distributed query engine.
The architecture behind this transformation involves:
Edge-optimized inference models running directly in the browser, reducing latency and improving privacy.
Federated learning and on-device fine-tuning, ensuring that personal data enhances user experience without being uploaded to cloud servers.
WebAssembly and secure sandboxing, allowing models to run heavy inference loads securely inside the browser runtime.
We’re moving from searching the internet to conversing with the internet. In the near future, the browser tab might fade away entirely, replaced by intent-based navigation layers that synthesize content on demand, reducing the need to click, scroll, or even read.
Economics, Ethics, and the Algorithmic Public Sphere
This shift has far-reaching implications — not just for users, but for industries, regulators, and society at large.
The Collapse of Clicks
If AI answers your question directly, why click a link? This question haunts advertisers and publishers. The traditional pay-per-click advertising model, valued at over $300 billion, is being destabilized. SEO, once a strategic pillar of the internet, is now in existential crisis. Why optimize for keywords when users no longer see pages?
But this isn’t just death — it may also be rebirth. The new currency is genuine value: compelling visuals, original thought, and high-trust content that AI cannot easily summarize or replicate. We may be entering a new creative renaissance, where websites must offer unique, experiential content to survive.
The AI Labor Economy Emerges
As AI takes over rote tasks — from customer service to copywriting — some jobs are vanishing. But new roles are exploding in parallel:
Prompt engineers
AI safety and alignment specialists
Model explainability researchers
AI ethics and policy analysts
These jobs represent not just new economic sectors, but a realignment of cognitive labor. The internet isn’t just changing how we work — it’s redefining what kinds of work we consider valuable.
Governance in the Age of Machine-Mediated Knowledge
Governments are struggling to catch up. The EU’s AI Act is being revised to include real-time search systems. In the U.S., the FTC is watching Google and OpenAI for potential antitrust violations. New legislation is emerging around data sovereignty, requiring that AI models using national data be hosted on local servers.
Meanwhile, the power dynamics are shifting. With a few companies controlling the models that mediate the world’s knowledge, concentration of influence becomes a societal risk. Will these systems amplify misinformation? Will they reinforce bias? Or can they be designed to empower the curious, not just the passive?
Conclusion: From Search Engine to Thinking Partner
Search is no longer about locating information. It’s about understanding it. This shift — from transactional retrieval to dialogic reasoning — marks a profound change in how humans interact with knowledge, with each other, and with machines.
The question isn’t whether AI will change search. It already has.
The real question is: Who controls the new gatekeepers of truth? Will we build tools that democratize understanding, or ones that deepen dependence? Will users become more critical and curious, or more passive in the face of automated expertise?
In this new world of AI-powered search, asking the right questions — about systems, values, and power — may be the most powerful act of all.
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About: Alex Michael Pawlowski is an advisor, investor and author who writes about topics around technology and international business.
For contact, collaboration or business inquiries please get in touch via lxpwsk1@gmail.com.
Source:
[1] Google. (2025, May). Introducing AI Mode and Gemini-powered Search at I/O 2025. Retrieved from https://www.theverge.com/google-io/670439/google-ai-mode-search-io-2025
[2] Google DeepMind. (2025). Project Mariner: Pioneering AI-Driven Search Experiences. Retrieved from https://www.deepmind.com/blog
[3] European Commission. (2025). Proposal for a Regulation of the European Parliament and of the Council laying down harmonised rules on artificial intelligence (AI Act). Retrieved from https://eur-lex.europa.eu
[4] Federal Trade Commission (FTC). (2025). Statement on AI and Market Dominance in Search. Retrieved from https://www.ftc.gov
[5] Statista. (2024). Global digital advertising market size from 2018 to 2024, with forecasts to 2026. Retrieved from https://www.statista.com/statistics/237974/online-advertising-spending-worldwide/





Loved reading it! This is such an exciting topic and time 👏🏻
Great read, Alex! Really appreciate how this piece pulls it all together: the tech, the behavior shift, and the deeper questions behind it.
I’ve been seeing more people on Substack talk about how we now need to optimize our content not for ranking, but for summarization. It’s no longer just about showing up in search, it’s about showing up well in AI-generated answers. That means writing with clarity, structure, and standout value so that when models scan, summarize, or synthesize our work, the core message survives, and still gives people a reason to click through. It’s a whole new layer of visibility we’re optimizing for now.