https://gnosly.com/feed/google/Business Intelligence Console and Prediction Algorithms3556Google says searches are growing faster than they have in five years. Its search revenue just grew at its slowest pace of 2026. Alphabet Inc. reported third-quarter results this afternoon. Search revenue came in about $1.5 billion under estimates, YouTube ads and operating income missed as well, and the stock fell more than 7% after hours. Google Cloud grew 103%. That wasn’t enough, because search still produces most of the cash behind Google’s AI spending.Google hasn’t explained why more searches are producing less growth. Our read is AI Overviews. When Google answers the question at the top of the page, fewer people click on anything below it, and that includes the ads.A lot of B2B demand-gen budget sits on that page. We wouldn’t cut it over one quarter. We would expect the remaining clicks to get more expensive, and we’d start putting real work into being the company those AI answers mention. You pay for a search ad every time someone clicks it. Being the source your category trusts keeps paying off after the budget is spent.Our full analysis on State of Brand here:https://lnkd.in/gkhZpj2X0.00102026-10-29T08:33:22.873669+00:001linkedin.comaisearchgoogle3418https://media.licdn.com/dms/image/v2/D5622AQFvW49vWC-BiQ/feedshare-shrink_800/B56aGEWouTHoAg-/0/1793221889483?e=1795046400&v=beta&t=4PsdeFlswN9gC-11FE2XaIzKEikygVOdS45l9HsRX6QView image2026-10-29T08:33:23.109691+00:003553@MarcelLarsen_Marcel<p>It's not a perfect comparison. Google Cloud includes Workspace, and Azure doesn't include Microsoft 365. But the direction is clear. </p><p>If the gap keeps closing at anything like this pace, Google Cloud passes Azure in quarterly revenue sometime in 2027. </p>https://x.com/MarcelLarsen_/status/21155397531477526920.00202026-10-29T08:14:00.360382+00:002x.comearningsgooglemicrosofteconomy3415https://pbs.twimg.com/media/HVvoMCCXEAAyS_E?format=jpg&name=smallImage2026-10-29T08:14:01.225691+00:003552@zerohedgezerohedge<p>Source: zerohedge (X)</p>https://x.com/zerohedge/status/21155431583857340070.001035512026-10-29T07:52:19.437534+00:002x.comgoogleearningseconomy3414IMAGE/media/content/3552/20261028-G-earnings-1.png20261028-G-earnings-1.pngpng2026-10-29T07:54:23.985344+00:003551@zerohedgezerohedge<p>Source: zerohedge (X)</p>https://x.com/zerohedge/status/21155442037239441640.001035522026-10-29T07:52:18.324749+00:002x.comgoogleearningseconomy3412https://pbs.twimg.com/media/HVvsNMyWoAAFQ3X?format=jpg&name=smallImage2026-10-29T07:52:19.393268+00:003413https://pbs.twimg.com/media/HVvsPEnXcAAhj08?format=jpg&name=smallImage2026-10-29T07:52:19.417630+00:003549@sundarpichaiSundar Pichai<p>- AI investments are driving overall Search query growth, including commercial queries;</p><p>- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ). </p><p>- Strong momentum in model progress, with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet</p>https://x.com/sundarpichai/status/21155354551566420660.00202026-10-29T07:20:48.192188+00:002x.comearningsgoogleeconomy3409https://pbs.twimg.com/media/HVvkPCTb0AEuvhI?format=jpg&name=smallImage2026-10-29T07:20:49.153916+00:003543@arenaArena.ai<p>Its standouts by key signals: </p><p>- #1 Steerability (+18.6%): Can the model course-correct when you push back? </p><p>- #2 Praise vs. Complaint (+37.9%): implicit sentiment in users' reactions </p><p>- #3 Confirmed Success (+18.7%): explicit “yes, that worked” from users</p>https://x.com/arena/status/21154950029987512620.00152026-10-29T06:45:47.742369+00:002x.comaigeminigoogle3401https://pbs.twimg.com/media/HVu-o-GaMAA-Ngk?format=jpg&name=smallImage2026-10-29T06:45:48.799656+00:003402https://pbs.twimg.com/media/HVu-o-Pa8AAcOZD?format=jpg&name=smallImage2026-10-29T06:45:48.854905+00:003403https://pbs.twimg.com/media/HVu-o-JbMAAf6OO?format=jpg&name=smallImage2026-10-29T06:45:48.897310+00:003502@GoogleDeepMindGoogle DeepMind<p>Source: Google DeepMind (X)</p>https://x.com/GoogleDeepMind/status/21151140283389626720.00102026-10-27T16:55:36.301182+00:002x.comgoogledeepmindaigoogle3355IMAGE/media/content/3502/image.pngimage.pngpng2026-10-27T16:58:40.425225+00:003287@MrEwanMorrisonEwan Morrison<p>AI - the next wave of American imperialism. </p>https://x.com/MrEwanMorrison/status/21135313273163776640.00502026-10-23T09:33:05.695463+00:002x.comaiecologygoogle3127https://pbs.twimg.com/media/HVTFiapW0AAjRZP?format=jpg&name=smallImage2026-10-23T09:33:07.048664+00:003200@michaelmiraflorMichael J. Miraflor<p>Source: Michael J. Miraflor (X)</p>https://x.com/michaelmiraflor/status/21126619161791451520.00402026-10-21T12:31:49.559106+00:002x.comyoutubegoogleeconomy3052https://pbs.twimg.com/media/HVGu0RYa0AANWpA?format=jpg&name=smallImage2026-10-21T12:31:50.074605+00:003033@VJNCapitalVebjørn<p>Source: VJNCapital (X)</p>https://x.com/VJNCapital/status/21118460126336288050.00602026-10-19T07:50:05.851512+00:002x.comusgoogleeconomy2871https://pbs.twimg.com/media/HU5AojXWAAAKl_0?format=jpg&name=smallImage2026-10-19T07:50:07.666033+00:002668@packie7bPackie Young<p>Source: Packie Young (X)</p>https://x.com/packie7b/status/21089805236913155700.00602026-10-11T08:40:52.451243+00:002x.comforecastingdeepmindgoogle2488IMAGE/media/content/2668/image.pngimage.pngpng2026-10-11T08:45:16.994547+00:002532@aracalacanaMartín Becerra<p>Source: Martín Becerra (X)</p>https://x.com/aracalacana/status/21082130344435918390.00502026-10-09T14:20:22.995392+00:002x.comfinlandgoogledata-centers2357IMAGE/media/content/2532/20261009-finland-blocks-google-on-datacenters-construction.jpg20261009-finland-blocks-google-on-datacenters-construction.jpgjpg2026-10-09T14:22:41.232972+00:002418@FinanceJack44Finance Jack<p>Source: FinanceJack44 (X)</p>https://x.com/FinanceJack44/status/21076262962685379890.00502026-10-07T16:42:13.930544+00:002x.comusaigoogle2229https://pbs.twimg.com/media/HT_KmdKWoAAc-1v?format=jpg&name=smallImage2026-10-07T16:42:14.445772+00:002028https://www.linkedin.com/in/miketrading/Mike Trading<p>Two giants, almost the same valuation.$GOOGL: 25.5x forward P/E, $446B revenue$AMZN: 26.3x forward P/E, $776B revenueGoogle has search, YouTube, Cloud and Gemini.Amazon has e-commerce, advertising and AWS.Both are spending massively on AI. Both are priced close to their lowest multiples in years.</p>https://www.linkedin.com/feed/0.00702026-10-01T06:48:19.267996+00:001linkedin.comstocksamazongoogle1826IMAGE/media/content/2028/g-20261001-google-amzn-stocks-pricing.jpgg-20261001-google-amzn-stocks-pricing.jpgjpg2026-10-01T06:50:32.828520+00:001850https://www.linkedin.com/in/miketrading/Mike Trading<p>Alphabet just created an entirely new revenue segment.In Q2, Google began delivering TPU systems directly to customer data centers for the first time, a shift from internal use only to external hardware sales. Management expects the majority of this revenue to land in 2027.Amazon's third party chip business is already growing at triple digit rates. Google's TPUs have reportedly been in development for nearly a decade and are considered ahead on memory and bandwidth, which could support an even steeper ramp once the revenue starts flowing at scale.Worth watching how quickly this segment scales once 2027 guidance comes into view.</p>https://lnkd.in/p/dEvnQqpc0.00702026-09-28T07:14:56.467037+00:001linkedin.comtradinginvestinggoogle1630IMAGE/media/content/1850/g-20260928-google-tpu-rentals.jpgg-20260928-google-tpu-rentals.jpgjpg2026-09-28T07:16:50.661687+00:001102A recent series of breaches have touched off a worldwide debate over the escalating risks of AI.https://www.bloomberg.com/europe0.00402026-09-19T11:49:06.964204+00:0014bloomberg.comanthropicmetaopenaigoogle920https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iHIMl82FSpOQ/v0/600x400.jpgIllustrations Of AI Applications2026-09-19T11:49:07.391723+00:001099The episode resembled similar hacks by other AI models, but Google said it did not consider it an instance of model misalignment.https://www.wsj.com/0.00502026-09-19T11:47:10.086847+00:0023wsj.comgeminigoogle867Gnosly aggregates real-time data from news feeds, email accounts, X (formerly Twitter), weather, satellite imagery, and uploaded files or images into thematic streams. Pricing • Docs • Discord. The information is analyzed using the latest AI models from OpenAI, Anthropic, Google, and DeepSeek.https://gnosly.com/0.00402026-09-17T09:01:44.403035+00:0028gnosly.comgnoslydeepseekxgoogleopenaianthropic194https://www.linkedin.com/in/manuelheinkel/Manuel HeinkelA site with 1.62M Google impressions just dropped to almost zero.Every post was 100% AI-generated.And they are not the only ones. Over the past few days, several website owners have reported similar drops.The decline came after Google’s spam update 3 days ago.⚠️ 𝗧𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗺𝗲𝗮𝗻 𝗚𝗼𝗼𝗴𝗹𝗲 𝗶𝘀 𝗽𝗲𝗻𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝗔𝗜 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝗻 𝗴𝗲𝗻𝗲𝗿𝗮𝗹. 𝗜𝘁 𝗶𝘀 𝘁𝗮𝗿𝗴𝗲𝘁𝗶𝗻𝗴 𝘀𝗰𝗮𝗹𝗲𝗱, 𝘂𝗻𝗼𝗿𝗶𝗴𝗶𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝘁𝗵𝗮𝘁 𝗮𝗱𝗱𝘀 𝗹𝗶𝘁𝘁𝗹𝗲 𝘃𝗮𝗹𝘂𝗲, 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝗶𝘁 𝘄𝗮𝘀 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝗔𝗜 𝗼𝗿 𝗻𝗼𝘁.At 🥥cocoduro, we use a custom AI skill for our blog posts. It is a reusable set of instructions that tells AI how to perform a repetitive task consistently.It helps us:• Interlink existing posts• Structure content clearly• Improve titles and technical SEO• Work faster But we still:• Choose the topics• Draft the content• Run the tests• Add original insights• Review every word💡 𝗕𝗲𝗳𝗼𝗿𝗲 𝗽𝘂𝗯𝗹𝗶𝘀𝗵𝗶𝗻𝗴, 𝘄𝗲 𝗮𝗹𝘄𝗮𝘆𝘀 𝗮𝘀𝗸:Is this just another version of what already exists, or does it add something new?Nothing is published automatically.⚡ 𝗔𝗜 𝗵𝗲𝗹𝗽𝘀 𝘂𝘀 𝗺𝗼𝘃𝗲 𝗳𝗮𝘀𝘁𝗲𝗿. 𝗧𝗵𝗲 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗼𝘂𝗿𝘀.Meanwhile, our Google Search footprint continues to grow.Are you seeing any changes in your Search Console data?https://www.linkedin.com/feed/0.00802026-08-30T12:37:56.390931+00:001linkedin.comseoaigoogle211https://media.licdn.com/dms/image/v2/D4E22AQELu-n09aAvfw/feedshare-shrink_160/B4EaA34MPHKwAo-/0/1787643872691?e=1789603200&v=beta&t=Ov-8G4hangIhO1VFhe2_5wuSQdPaGpyjmCZLJTmSyDsView image2026-08-30T12:37:58.465448+00:0094@shawnchauhan1Shawn ChauhanMicrosoft, Amazon, and Google are all reportedly negotiating to host the same Chinese model. That should tell you something. Moonshot AI is in early talks to bring Kimi K3, a 2.8 trillion parameter model, to Azure, AWS, and Google Cloud. Moonshot is asking for a cut of the revenue, not the other way around. Three of the biggest closed-cloud platforms in the world are competing to distribute someone else's open model. That's the market speaking louder than any lock-in strategy. Customers want the best model available, and the best one right now doesn't wear an American logo.https://x.com/shawnchauhan1/status/20929225866531432430.00502026-08-27T12:52:41.629369+00:002x.commicrosoftamazongoogle88https://pbs.twimg.com/media/HQuOAFHbAAA6Qgz?format=jpg&name=smallImage2026-08-27T12:52:41.822743+00:00