[cool, bouncy holiday beat]. ...

♫ ALL ABOOOOOARD ♫ — 2025 — .. going all in. — Incredible.— I've never seen that in my ENTIRE life. — This is CRAZY. — Coolest thing EVER.♫ Crazy ♫. ...

Industry Trend - The old internet is dying, a new internet is being built [1] - The Everything App will replace the entire internet life [1] X (formerly Twitter) Platform Features - X aims to integrate various services, including social media, search, messaging, and payments [1] - X plans to offer diverse functionalities like encrypted messaging, file sharing, entertainment, and mini-apps [1] - X intends to expand into bookings, shopping, and government services [1]

BREAKING: Grok 4.1 Search ranks #1 on Search Arena https://t.co/0LAb28sNyE ...

[thunder and lightning]. ...

Industry Trend - The old internet is dying, a new internet is being built [1] - The Everything App will replace the entire internet life [1] X (formerly Twitter) Platform Features - X aims to integrate various services, including social media, search, messaging, and payments [1] - X plans to offer diverse functionalities like encrypted messaging, file sharing, entertainment, and mini-apps [1] - X intends to expand into bookings, shopping, and government services [1]

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 ...

AI Investment & Performance - The market anticipates a shift from promises to tangible performance and profits from AI infrastructure investments exceeding $300 billion [2] - Meta and Alphabet face scrutiny regarding AI investments driving monetization within their advertising businesses and maintaining margins amidst substantial capital expenditure [3] - Investors are showing a preference for current performance over future potential and hype [5] - The "Magnificent 7" are under pressure to demonstrate near-term returns on their AI investments [6] Competitive Landscape & Threats to Google/Alphabet - OpenAI's browser launch poses a threat to Alphabet's search market share [6] - Perplexity, an aggregator of model results, has also launched its own browser, intensifying competition for Google/Alphabet [8] - These new browsers aim to control the entire user experience, influencing both user behavior and platform access [9][10] - Google/Alphabet faces an innovator's dilemma, balancing AI advancements with protecting its $175+ billion search business [3][11] Cloud Business - Microsoft and Amazon's cloud businesses will provide a bellwether picture of the market [4]

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]