As of November 2025, Gemini-powered AI Overviews are clearly a major part of Google Search, but it’s not yet possible to say they have definitively displaced the traditional “10 blue links” as the primary way users consume results, and the prediction had no explicit time horizon.

Evidence that AI Overviews are becoming central:

• Google’s own posts and earnings calls describe AI Overviews as a major new layer in Search, rolled out to over 100 countries and reaching more than 1–2 billion users monthly by early–mid 2025. (blog.google)
• Multiple independent studies show AI Overviews now appear in a substantial share of queries. Semrush/Datos found they appeared in ~13% of U.S. desktop searches as of March 2025, up from 6.5% in January. (searchengineland.com) Ahrefs data from June 2025 estimated AI Overviews on about 12.8% of all Google searches, and a later Ahrefs-based analysis in late 2025 put their presence at roughly 20–21% of all queries across 146 million results, especially for long, informational, question-style searches. (ahrefs.com)
• One smaller 8,000-keyword study (Advanced Web Ranking, summarized by an agency blog) reported AI Overviews on ~60% of U.S. queries and called them the “dominant experience in Google’s interface,” showing how, at least in some sampled keyword sets, the AI box now visually dominates the SERP. (xponent21.com)

Evidence that the “10 blue links” paradigm has not been fully displaced:

• Even in the more aggressive studies, AI Overviews appear above traditional results; they do not fully remove organic listings from the default “All” tab. For a large fraction—and likely a majority—of total search volume, users still see and can scroll through standard link lists, especially on commercial, navigational, local, and news queries where AI Overviews are relatively rare. (digitalinformationworld.com)
• Google’s experimental AI-only “AI Mode,” which truly replaces the link list with an AI summary, is opt-in and paywalled for Google One AI Premium subscribers, not the default interface for the mass user base. (reuters.com)
• A Google public-policy VP explicitly stated in September 2025 that “we’re not going to abandon” the 10-blue-links model and framed AI summaries as an additional, not replacement, experience—even while acknowledging that users are increasingly asking for contextual AI answers. (edexlive.com)
• Other analyses note that, as of 2025, the main Google Search experience is still a familiar list of links with AI Overviews added on top, and that AI Mode remains a separate, optional tab. (paadiatech.com)

Interpretation:

• Sacks’ directional claim—that Gemini-powered one-box/AI answers are the future of Google Search and will take a large bite out of traditional link-based behavior—is strongly supported by current trends: AI Overviews are widely deployed, visually dominant on many informational SERPs, and associated with declining organic click-through rates.
• But his stronger version—that this experience will "eat the rest of Google’s search" and become the clearly dominant, primary interface displacing the 10 blue links paradigm—has not yet fully materialized as of late 2025. Traditional results remain core, AI-only mode is niche, and measured AI Overview coverage (especially in large-scale datasets) is still well below 100% of queries.

Because the prediction is framed about the long-term “future” of Google Search rather than by a specific date, and current evidence shows a strong but incomplete shift rather than a clear, completed displacement, the fairest assessment as of November 30, 2025 is “inconclusive (too early)” rather than definitively right or wrong.