{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"Google Has the #1 AI Model but the Stock Just Fell 12%","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/01b7bba0\"></iframe>","width":"100%","height":180,"duration":1274,"description":"Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion. So why did Alphabet stock open down nearly 12%? Search, the business that pays for everything, grew just 12% and fell below half of Google's revenue for the first time as AI Mode answers more questions and earns less per query. Add a quiet change to how Google charges advertisers, the exits of Jeff Dean and Demis Hassabis, and a paper loss on SpaceX, and the market isn't buying the comeback. Ejaaz thinks it's wrong.\nWe also cover Genie 4, Google's new world model, which uses the cheaper Gemini 3.8 Flash as its planner; Microsoft offering buyouts to 60,000 employees, its own AI teams included; SK Hynix selling out its memory through 2029; and China's STAR 50 tech index falling more than 40% since June.\n==\nTimestamps\n00:00 Google Has the #1 AI Model\n01:58 Gemini 4 Carbon\n03:51 Earnings: Cloud Doubles\n04:39 Why the Stock Fell 12%\n05:13 Search Drops Below 50%\n06:29 $200 Billion in Capex\n07:27 Can You Trust the Benchmarks?\n08:19 The Ad Auction Change\n09:42 Ads in AI Chat\n10:29 Google's TPU Customers\n11:55 Jeff Dean and Demis Hassabis\n12:42 The SpaceX Loss\n13:23 Genie 4\n16:03 Microsoft's 60,000 Buyouts\n18:40 SK Hynix Sold Out Through 2029\n19:41 China's Tech Stocks and Final Thoughts\n#ai #google #gemini #stocks #earnings\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}