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.
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.