• Google CEO Sundar Pichai said the company is tracking how AI makes its engineers more productive.
• During the "Lex Fridman Podcast," Pichai estimated a 10% increase in engineering capacity.
• Separately, Google and Microsoft have publicly shared how much of their code is being generated by AI.

Google is tracking how AI is making its engineers more productive — and has developed a specific way to measure it.

Speaking on an episode of the "Lex Fridman Podcast" that aired last week, Google CEO Sundar Pichai said that the company was looking closely at how artificial intelligence was boosting productivity among its software developers.

"The most important metric, and we carefully measure it, is how much has our engineering velocity increased as a company due to AI?" he said. The company estimates that it's so far seen a 10% boost, Pichai said.

A Google spokesperson clarified to Business Insider that the company tracks this by measuring the increase in engineering capacity created, in hours per week, from the use of AI-powered tools.

Put simply, it's a measurement of how much extra time engineers are getting back thanks to AI.

Whether Google expects that 10% number to keep increasing, Pichai didn't say. However, he said he expects agentic capabilities — where AI can take actions and make decisions more autonomously — will unlock the "next big wave".

Google has its own internal tools to help engineers code. Last year, the company launched an internal coding copilot named "Goose," trained on 25 years of Google's technical history, Business Insider previously reported.

While AI Pichai said during the podcast that Google plans to hire more engineers next year. "The opportunity space of what we can do is expanding too," he said, adding that he hopes AI removes some of the grunt work and frees up time for more enjoyable aspects of engineering.

Separately, the company is tracking the amount of code that is being generated by AI within Google's walls — a number that is apparently increasing.

Pichai said during Alphabet's most recent earnings call that more than 30% of the company's new code is generated by AI, up from an estimated 25% in October.

Google isn't the only one. Speaking at London Tech Week on Monday, Microsoft UK CEO Darren Hardman said its GitHub Copilot coding assistant is now writing 40% of code at the company, "enabling us to launch more products in the last 12 months than we did in the previous three years."

He added: "It isn't just about speed."

In April, Meta CEO Mark Zuckerberg predicted AI could handle half of Meta's developer work within a year.

Additional reporting by Effie Webb.

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• Millions of US households will soon be able to try drone delivery as Walmart and Wing expand access.
• The service is coming to 100 more stores across several Southeast metro areas.
• Wing says thousands of customers use the service each week to purchase items they need fast.

Baby wipes and eggs.

Those are two of the top products Wing CEO Adam Woodworth says Walmart shoppers commonly order using his company's drone delivery service.

"The baby wipes one makes total sense to me," he told Business Insider. "It's a problem when you run out."

The reason for eggs' popularity was less obvious to him until he realized customers were most likely testing the technology's handling.

"If you can get eggs delivered and they show up and they're not cracked, you can get pretty much anything delivered," Woodworth said.

Millions more households will soon be able to try drone delivery, as Walmart and Wing announce their largest expansion yet.

The companies said Thursday that they are bringing the service to 100 more US stores across metro areas, including Atlanta, Charlotte, Houston, Orlando, and Tampa. They're also expanding in the Dallas-Fort Worth market, where the tech has been live for the past year and a half.

Woodworth said drone delivery is proving popular in the areas where it is widely available. Thousands of customers are turning to the service each week to purchase everyday items like groceries or household supplies.

"You're cooking dinner and you realize that the recipe called for scallions and you forgot to get them at the store," he said. (Walmart CEO Doug McMillon previously said he used the service to order last-minute cooking wine for dinner without leaving the couch.)

Wing's drones have a payload of five pounds, which means they can carry about half of the 120,000 items typically found at a Walmart Supercenter. In other words, not a gallon of milk, which weighs eight pounds, but a quart to get you through the morning rush.

Wing said the average delivery time is under 19 minutes. Woodworth said the company wants to get that down to 15.

"Something where it would be way faster to get it delivered than to jump in your car and go drive to the store," he said.

(For the parents waiting on baby wipes, that's about two episodes of "Bluey.")

Americans have harbored their suspicions about delivery drones zipping around overhead (some have even shot at them, which is a felony). Woodworth said Wing does demos to get communities more comfortable with the idea.

"The immediate reaction is that negative one," he said. "But over time, the questions go from the negative to 'Okay, well, when is it going to come to my house?'"

• Sergey Brin ditched retirement for Google in 2023 to help out with AI.
• Brin's comeback followed OpenAI's ChatGPT release as tech companies race to dominate in genAI.
• Brin is aiming for Google's Gemini to achieve artificial general intelligence first.

Google cofounder Sergey Brin says now is the time for retired computer scientists to dust off their keyboards.

Six years after leaving Alphabet in 2019, Brin is back working on its most ambitious projects. Reports of Brin helping out at Google began to emerge sometime in 2023 after OpenAI rocked the tech industry with ChatGPT's release in 2022. It's clear that Brin is no longer a retired computer scientist.

And you shouldn't be either, Brin told "Big Technology's" Alex Kantrowitz during a live interview onstage at Google's IO developer conference on Tuesday.

"Honestly, anybody who's a computer scientist should not be retired right now," Brin said alongside Google DeepMind CEO Demis Hassabis.

DeepMind, a subsidiary of Alphabet, is the research lab behind the company's AI projects, including its genAI assistant Gemini. Brin told Kantrowitz that he's at Google "pretty much every day now" to help with training the latest models from Gemini.

With artificial intelligence becoming an increasingly competitive and near-constantly changing tech field, it's a "very unique time in history," according to Brin. When Kantrowitz asked if his return was solely about competing with rivals who are working toward their own artificial general intelligence systems, Brin said it's not just about the AI arms race.

"There's just never been a greater, sort of, problem and opportunity — greater cusp of technology," he responded.

Google DeepMind did not immediately respond to Business Insider's request for additional comments from Brin.

Having witnessed tech advancements like the earliest iteration of the internet, Web 1.0, and the phases that followed, Brin said Tuesday AI is "far more exciting" to be immersed in and will have a greater impact on the world.

However the race to reach AGI, a tech milestone of machine intelligence that can solve human tasks, is still on his mind.

"We fully intend that Gemini will be the very first AGI," Brin said.

His retirement included working an airship startup, LTA Research, funding research for Parkinson's, and investing in real estate.

The former Alphabet president led moonshot projects as the head of Google X before his departure in 2019. He notably worked on its failed attempt at smart glasses — Google Glass.

• Google stock tumbled after Apple senior vice president Eddy Cue said Safari searches had dropped.
• A filing reveals another reason Google watchers worry about search: slowed growth in paid clicks.
• Some analysts are split over whether Google's Search empire is under threat.

Apple senior vice president of services Eddy Cue set alarm bells ringing on Wednesday after dropping a bombshell at Google's antitrust trial: Google searches through Safari dropped in April for the first time ever.

While his comments triggered a frenzied sell-off in Google stock, it might not be the only reason the company's watchers should be concerned about Google's ability to keep full control over the search market.

A little-noticed number in Google's latest financial disclosure may be the realest sign yet that investors have reason to worry.

After reporting blockbuster Q1 earnings last month, Google revealed in a 10-Q filing with the SEC that paid clicks for the quarter grew 2%, down from 5% growth in the same quarter a year ago. That's the slowest growth rate since the company began reporting the metric.

Paid clicks are exactly what they sound like: people click on ads across Google Search and other services such as Google Play and Gmail. Each click translates to money in Google's pocket.

Why those paid clicks are down, exactly, Google hasn't said.

"It's possible macro played a role, or searches with AI overviews delivered better results, requiring fewer 'paid clicks' to get to conversion," Bernstein analysts wrote in a note published Wednesday. "But mostly, it's a worrying KPI."

The analysts said they believe the timing of the dip, combined with Cue's comments and surging numbers of ChatGPT and Meta AI users, suggests that Google's control of the search market may be lower than previously believed.

"Combined, we estimate Google's search share is closer to 65-70% vs. the 90% we often hear," they wrote.

Google declined to comment.

Google's slice of pie

Google insists that it's seeing more searches than ever.

Since the 2000s, the company has managed to harvest vast amounts of searches by paying Apple a fee to make its search engine the default on Apple's Safari web browser. As recently as 2022, Google had paid Apple at least $20 billion —  a massive fee that signals how much value Google sees in having Apple users turn to its search engine for all their queries.

It maintains that this partnership continues to drive growth in searches. Cue's comments were provocative enough to prompt the search giant to issue a public statement stating that it continues to see "overall query growth" in Search, including an increase in total queries coming from Apple.

There's little doubt among industry watchers that the overall search pie is growing — though figures from research firm Statcounter suggest Google's control of the global search has fallen slightly. The big question is whether Google's slice of that pie is shrinking relative to rivals.

According to Statcounter, Google's share of global search traffic fell to 89.71% in March 2025, down from about 91% in March 2024 and about 93% in March 2023.

Meanwhile, competing search products are growing. In April, OpenAI said that around 10% of the world uses ChatGPT, which would be at least 800 million users. Meta also said that about 1 billion people use AI across its various products.

The search market expands with AI as chatbots and generative tools expand the definition of search. Google could reap the rewards here, though this also creates an opening for competitors charging as fast as possible to stay ahead of the search giant.

Bernstein analysts estimated that generative AI queries that run through chatbots such as ChatGPT are reaching volumes close to 15% of the queries processed by Google and other traditional search engines.

Analysts are split

Other analysts are divided on just how much of a threat Google's search business faces.

For instance, longtime Apple analyst Ming-Chi Kuo took to X on Wednesday to explain why he felt it was a mistake to think generative AI would not affect Google's advertising business.

He said that despite the "continued growth of Google's advertising business," the company hasn't had much competition yet.

"GenAI service providers have not launched advertising businesses, so Google Ads remains the best choice for online advertisers," Kuo wrote.

Kuo likened Google's situation to the one Yahoo faced during the 2000s. The company's advertising business, launched in 1995, only started declining in 2008, despite newfound competition from Google's AdWords business arriving back in 2000.

Analysts at investment bank Jefferies have a different view. In a research note on Wednesday, the analysts had a particular word to describe the roughly $155 billion sell-off in Google's stock following Cue's comments: "overblown."

While they acknowledged that Google's AI-powered "Overviews" feature may act as a headwind right now as it is resulting in "fewer searches," they said Google will "be able to ramp monetization" of its AI summary feature over the long run.

They also don't see a scenario where Apple shifts away from Google and causes as much harm as investors might think.

"While Safari is significant, it does not represent the entirety of search activity; iOS accounts for 18% of operating systems, and Safari holds 17% of the browser market share compared to Chrome's 66%," the analysts wrote.

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• Google Cloud executive Jerry Dischler told staff on Monday he plans to leave the company.
• Dischler was leading cloud applications at Google.
• Dischler previously ran Google's powerful ads business and spent nearly 20 years at the company.

Jerry Dischler, a Google veteran who spent several years steering the company's crucial advertising business, plans to depart Google.

Dischler, who has been at Google for almost 20 years, announced his departure in a memo to staff on Monday, which was seen by Business Insider. A Google spokesperson confirmed the departure.

Dischler was most recently president of cloud applications, overseeing Google's Workspace office software product and integrating AI tools into customers' businesses. He joined Google in 2005 and worked on technology that eventually became Google Pay. He later ran Google's entire ads operations.

"The most difficult aspect of my decision was stepping away from the incredible opportunity we have before us," he wrote in the email, adding that he did so with "immense confidence" in the teams.

Dischler's exit marks another notable departure for the teams working on Google Workspace, a critical product for Google in generative AI that competes with Microsoft's productivity tools.

Aparna Pappu, former vice president and general manager of Google Workspace, announced late last year she would step down and hand over the reins to Dischler.

In his departing note, Dischler wrote that senior managers on Workspace will report to Google Cloud CEO Thomas Kurian, effective May 9, until a new leader is named.

Dischler wrote that it was time for him "to explore something new," although he did not say if he was leaving for a new opportunity.

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