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Google is extremely bullish on AI Overviews. It was all over the earnings call. They aren't going away -> Alphabet reports Google Cloud Q1 revenue up 28% YoY to $12.26B, vs. $12.27B est., and says AI Overviews now has 1.5B users per month, up from 1B in October

Facebook Spam Update -> Facebook will reduce the reach of accounts sharing spammy content and make them ineligible for monetization, after Zuckerberg promised a return to “OG Facebook” "This type of behavior includes accounts that share content with long captions alongside an

Now Yahoo wants to buy Chrome. They are also currently building their own browser -> US v. Google: a Yahoo executive estimates that a bid for Chrome would cost tens of billions of dollars, and says Yahoo “would be able to pursue it with Apollo” "Chrome is "arguably the most

Based on Google's Q1 Earnings Call, AIOs, AI Mode, and Multimodal Queries "Nearly a year after we launched AI Overviews in the U.S. we continue to see that usage growth is increasing as people learn that Search is more useful for more of their queries. So we're leaning in

If image search is important for your business, this is super dangerous. As John explained, "it's a great way to prevent your images from being found through search engines". The technique doesn't use img tags for displaying the images. I'm sure there are many site owners that

Advertising was 74% of total revenue for the quarter. Subscriptions are growing, though, driven by YouTube and Google One. Subscriptions drove $10.3B in revenue for the quarter.

Running Google Ads? "Accelerated checkout experience" -> 'Checkout on Merchant' is now available in the U.S. allowing shoppers to move from product discovery to checkout without leaving the ad "Checkout on Merchant is now available on Demand Gen campaigns that serve on YouTube

Yet again, another interesting comment about ads *within* AI Overviews. The problem? THERE ARE NO ADS WITHIN AIOS. Literally nobody can find them. :) During the Q1 earnings call, Google's CBO, Philipp Schindler explained: "Last year we launched ads within AI Overviews on mobile

Total Recall -> Microsoft makes Recall available to all Copilot+ PCs, along with a new AI-powered Windows search and Click to Do, which works like Google's Circle to Search "Recall, a feature that screenshots almost everything you do on a Copilot Plus PC, will be available

Flat line, "It was a sobering chart for Microsoft’s consumer AI team" -> Internal presentation by Microsoft's CFO Amy Hood: number of users for Copilot has been flat over the past year with ~20M weekly users, as ChatGPT grew to 400M "At Microsoft’s annual executive huddle last

Google explains how to get the most out of Veo 2, its text-to-video generator. I've been testing Veo 2 as part of the Gemini early access program. It's pretty wild. E.g. Subject, Action, Composition, Scene, Camera motion, Ambiance, and Style androidpolice.com/google-explain…

Perplexity's CEO wants a browser (Comet) since it's the best way to build agents "Answering questions is going to be a commodity. We need to build our next set of advantages in performing actions. That’s why we’re building a browser. The browser is the best place to take action

Google just updated its crawlers documentation for Google-Extended to provide additional specificity and clarity Google also corrected the description for Googlebot-News since crawling preferences for Googlebot-News *doesn't* affect the News tab in Search. It used to say that

Heads-up. Barry reported on volatility around 4/22-ish and I'm seeing that with a client right now (big-time). I don't know if it will stick, but it's def. worth noting. They saw a ton of volatility on 4/21 and have surged across many queries -- including taking the #1 spot for

Would be hard for other companies to 'disentangle' Chrome, plus she alluded to Google's version of Jarvis (and how agents would be part of that) -> US v. Google: Chrome GM testified that other companies cannot develop Chrome effectively, given the browser's “interdependencies”

Relating to Google's Gemini Models -> "A Google employee wrote that search “signals will be very helpful for us to upweight good authoritative pages and downweight the spammy untrustable ones.”

I'm seeing data as of this morning, so maybe this is fixed. See screenshot below.