[thunder and lightning]. ...

𝕏 - The Everything App𝕏 will replace your entire internet life.• X Feed = Social media (Facebook, YouTube, LinkedIn)• X Explore = Search (Google, Bing, DuckDuckGo)• X Chat = Messenger, WhatsApp, Snapchat• Communities = Build your own network• X Money = Payments, Wallet, Transfers• XChat = Encrypted messaging, file sharing, vanishing mode• X Originals = New wave of entertainment• X Mini Apps = Apps inside X• X Bookings = Manage personal and business travel• X Shopping = Order food, groceries, anything• X Gov ...

Google’s unique in-house approach to AI means that cost per query is not five times that of traditional search, as early estimates suggested, but twice https://t.co/jD3fErguRm ...

It's a big one. All of the most important mega cap tech companies and then Nvidia a little bit after that, but it's going to be big. For more on what to expect, let's welcome in Lo Tony.He's Plexo Capitals founding managing partners. Good to see you. Welcome back.>> Thanks for having me. >> How do you think next week's going to unfold. >> Well, I think it's going to be a bell weather for sure because we've had so much spend.It's almost like a space race with over $300 billion in capex on mostly AI infrastru ...

AI Search Expansion - Google's AI Mode is expanding to over 200 markets and 40+ languages, including Europe [1] - This expansion aims to bring AI in Search to millions more users [1]

Business Scaling & Funding - The company raised funds to support scaling infrastructure and customer growth [1][2] - Scaling involves increased compute resources and talent acquisition [3][4] Core Technology & Differentiation - The company is building a search index for AI, distinct from traditional search engines like Google [4][5] - The company's search technology allows searching through hundreds of websites to provide summarized answers [5] - The company emphasizes the importance of the search infrastructure layer, suggesting that it will not be commoditized like LLMs [14] Market & Competition - The company focuses on the enterprise market, where there is more open space compared to the consumer market with monopolies or duopolies [8] - The company sees the productivity in enterprise as the killer app for LLMs [9] - The company is focused on building APIs and transfusions for customers [11] Customer Base & Scale - The company serves customers like Harvey, Knife Edge, DuckDuckGo, and Telegraph [2] - The company's AI solutions are used over 1 billion times per month [14] Strategic Direction - The company aims to build an enduring company focused on providing answers and enabling customers to build their own agents [7] - The company is not interested in being acquired [7]

Now turning to the other big story today, a mega move for mega cap Google after its big antirust win. Dan Ives is global head of technology research with Wed Bush. He joins us now.It's good to see you. Um quite obviously uh given this ruling, is it the outcome that you expected. Yeah, I mean look, this is we talked about it.I think this DOJ was always the bark was going to be worse than the bite. I think it's the dream scenario for Google. Well, it's a dream scenario for Apple because now they really get un ...

Antitrust Trial & Google-Apple Deal - The Google search antitrust trial's remedies could end Google's exclusivity deal with Apple [1] - Google spends over $26 billion annually to maintain default search engine status on phones and browsers [2] - A court ruling could ban this spending, potentially benefiting Google [2] Market Dynamics & Competition - Search functions as a natural monopoly, rewarding scale [3] - Google's market share in Europe remained stable even after regulators mandated user choice of default search engine [3] - Apple stated in court that no price from Microsoft could justify switching to Bing due to Google's superior user experience and monetization [4] - Microsoft invested $100 billion into Bing, but it hasn't significantly challenged Google [5] Generative AI & Future Threats - Legal experts suggest Google's payments are now innovation insurance to protect against future threats [5] - Generative AI poses a significant threat to Google [6] - Wall Street anticipates Google redirecting funds from default deals into Gemini to compete with AI challengers like OpenAI and Anthropic [6] - OpenAI estimates ChatGPT holds 12% of the search market, doubling in 6 months [6]

These Startups Are Helping Businesses Show Up In AI Search Summaries https://t.co/EaKWaeQqbW https://t.co/EaKWaeQqbW ...

10 years ago this weekend, Google reorganized under a new parent company called Alphabet, combining its moonshot businesses with its search and YouTube businesses. Mackenzie Seagalo says more in tech today's tech check. Uh it's 10 years, but it feels like only a decade.And investors are pretty bullish going into that 10-year anniversary weekend with shares firmly in the black year to date. Even as it stares down, a DOJ remedies decision that could land any day. One that might crack the door to breaking up t ...