Google Has the #1 AI Model but the Stock Just Fell 12%
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. We 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. == Timestamps 00:00 Google Has the #1 AI Model 01:58 Gemini 4 Carbon 03:51 Earnings: Cloud Doubles 04:39 Why the Stock Fell 12% 05:13 Search Drops Below 50% 06:29 $200 Billion in Capex 07:27 Can You Trust the Benchmarks? 08:19 The Ad Auction Change 09:42 Ads in AI Chat 10:29 Google's TPU Customers 11:55 Jeff Dean and Demis Hassabis 12:42 The SpaceX Loss 13:23 Genie 4 16:03 Microsoft's 60,000 Buyouts 18:40 SK Hynix Sold Out Through 2029 19:41 China's Tech Stocks and Final Thoughts #ai #google #gemini #stocks #earnings == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
