Sundar Pichai has driven Google's AI transformation since 2019, with the Gemini series evolving from internal tools to consumer products. Google AI Mode currently has 1 billion MAU, marking a critical threshold similar to the explosive growth of ChatGPT users transitioning to enterprise-level. This represents a technological replacement of the traditional search interface by AI dialogue modes, driven by large models reducing interaction barriers and a data flywheel accelerating optimization. A user scale of 1 billion is a watershed moment, with future growth relying on inertia rather than promotion.