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In The Loop
In The Loop

Google's AI is winning. Search is paying for it.

21 min•30 oktober 2026

Om avsnittet

Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Ejaaz Ahamadeen breaks down why AI is eating search, Google's ad auction change, its TPU customers and why the market may be wrong.

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