谷歌推出迄今最强的深度研究型Agent——GeminiDeep Research的"重制版"，试图定义Agent 的基础设施级入口。未来可能不是用户"谷歌一下"， 而是你的Agent替你谷歌一切。 能持续执行数分钟甚至数小时、多步骤推理任务的长链式推理Agent 这些能力普遍指向一个趋势： 谷歌正试图把Deep Research变成未来AI时代的"搜索引擎底层能力"。 为了让开发者把Deep Research更轻松地嵌入自己的应用，谷歌推出了全新的 Interactions API 。这等于是把"搜索+多步骤推理+评估"打包成操作系统 级服务。 在全球AI叙事走向"Agent时代"的关键节点，谷歌选择了一个颇具戏剧性的发布时机。 周四，就在OpenAI端出备受期待的 GPT-5.2（内部代号 Garlic）之日，谷歌同步推出了迄今最强的深度研究型Agent—— Gemini Deep Research 的"重制版"，并宣称其基于旗下最先进的Gemini 3 Pro模型。同日，DeepMind还宣布将在英国建立首个自动化研究实验室，利用AI与机器人加速材料科 学实验。 这不是"撞车"，更像一场精心策划的阳谋：在 ...

Core Insights - The recent launch of GPT-5 has not generated significant excitement, leading to disappointment among observers, questioning the value of massive investments in AI technology [1] - There is a growing concern about whether AI investments are genuinely driving economic growth or merely reallocating resources within the economy [3][5] Investment and Economic Impact - AI investments are perceived as a form of quasi-fiscal expansion, potentially raising interest rates and crowding out investments in other sectors due to high demand for resources [5][6] - In the first quarter of this year, data center investments contributed approximately 1% to the US GDP, indicating a significant impact on economic growth [6] - There is a noticeable divergence in private fixed investments post-pandemic, with non-residential investments (including data centers) expanding robustly while other sectors face constraints [7] Future Outlook - While AI has the potential to enhance efficiency and expand output in the long term, current market anxieties are rising due to the massive investments being made [11][12] - Historical parallels are drawn to past AI winters, raising concerns about whether the current enthusiasm for AI will lead to a similar downturn if expectations are not met [13][18]