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Friday

  1. TMTPost · AGI

    Baidu Search Achieves Recursive Self-Evolution, Baidu App Upgrades Four Major AI Features

    Baidu Search has achieved multi-Agent collaborative self-evolution through an online feedback loop of "retrieval—feedback—retraining," improving overall iteration efficiency by more than 80%. At the Baidu App product upgrade briefing on October 30, Baidu also upgraded its search AI API, priced as low as 4.9 yuan per thousand calls during the promotional period, lower than the DeepSeek search API; the API's content layer covers more than 80 languages and a high-quality index of hundreds of billions of entries, with data credibility improved by over 50%, and the Ernie Assistant saw a 20% performance improvement after integration.

    Baidu Search has achieved multi-Agent collaborative self-evolution through an online feedback loop of "retrieval—feedback—retraining," improving overall iteration efficiency by more than 80%. At the Baidu App product upgrade briefing on October 30, Baidu also upgraded its search AI API, priced as low as 4.9 yuan per thousand calls during the promotional period, lower than the DeepSeek search API; the API's content layer covers more than 80 languages and a high-quality index of hundreds of billio

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  2. Solidot

    Alphabet's financial report shows Google AI search revenue is lower than traditional search

    After Alphabet announced its third-quarter financial results, its stock price fell nearly 10%. The company disclosed that revenue generated by AI search is lower than that of traditional search, even though overall search business revenue grew 12% year-over-year to $63.25 billion. Chief Business Officer Philipp Schindler said the slowdown in search business growth stems from the lower monetization capability of AI Mode. Company spending for the quarter reached $51.4 billion, about two-thirds of which went to servers and networking equipment, while net profit was $26.17 billion, down from $35 billion in the same period last year.

    After Alphabet announced its third-quarter financial results, its stock price fell nearly 10%. The company disclosed that revenue generated by AI search is lower than that of traditional search, even though overall search business revenue grew 12% year-over-year to $63.25 billion. Chief Business Officer Philipp Schindler said the slowdown in search business growth stems from the lower monetization capability of AI Mode. Company spending for the quarter reached $51.4 billion, about two-thirds of

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  3. The Elec

    Kakao Open-Sources Two Korean-Optimized AI Search Embedding Models on Hugging Face

    On October 29, Kakao open-sourced two embedding models on Hugging Face, Kanana-2-3b-embedding (3 billion parameters) and Kanana-2-1.3b-embedding (1.3 billion parameters), targeting personalized AI agents and RAG scenarios. Kakao said that in internal evaluations, the two models outperformed llama-nemotron-embed-1b-v2 and Qwen3-Embedding-4B of comparable scale in Korean retrieval performance, with comparable English performance and higher inference efficiency, while memory usage and inference speed improved by more than tenfold compared with the previous-generation Kanana embedding models. The models use MRL to let developers adjust embedding vector size, and are released under the Kanana Open License, which permits commercial use.

    On October 29, Kakao open-sourced two embedding models on Hugging Face, Kanana-2-3b-embedding (3 billion parameters) and Kanana-2-1.3b-embedding (1.3 billion parameters), targeting personalized AI agents and RAG scenarios. Kakao said that in internal evaluations, the two models outperformed llama-nemotron-embed-1b-v2 and Qwen3-Embedding-4B of comparable scale in Korean retrieval performance, with comparable English performance and higher inference efficiency, while memory usage and inference spe

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  4. Thurrott

    Google Search AI Mode ads expand to 10 new markets

    After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI's generated organic answers. By the end of the year it will also cover Brazil, Mexico and the UK, while a week ago OpenAI had just pushed ChatGPT ads into 26 new markets, totaling 89 countries.

    After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI'

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  5. BBC Technology

    Alphabet's market value evaporates by $500 billion in a single day as AI search summaries drag down ad revenue

    Alphabet's market value fell from $3.97 trillion to $3.46 trillion on Thursday, with shares dropping nearly 13%, as the company disclosed that AI search summaries are affecting ad revenue. Total revenue for the quarter rose 25% year over year to $127.6 billion, and Google Cloud revenue grew 103% to nearly $31 billion, but profit fell 25% and free cash flow was negative by more than $9 billion. In the same week, Amazon shares fell 6% after hours, with free cash flow negative by $42 billion; Microsoft revenue grew 19% to $92.3 billion, and its shares fell less than 1%.

    Alphabet's market value fell from $3.97 trillion to $3.46 trillion on Thursday, with shares dropping nearly 13%, as the company disclosed that AI search summaries are affecting ad revenue. Total revenue for the quarter rose 25% year over year to $127.6 billion, and Google Cloud revenue grew 103% to nearly $31 billion, but profit fell 25% and free cash flow was negative by more than $9 billion. In the same week, Amazon shares fell 6% after hours, with free cash flow negative by $42 billion; Micro

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  6. Platformer

    Google and Reddit Both Stumble in Earnings: AI Search Is Eroding Traffic and Ad Revenue

    Alphabet's stock fell 12.6% in a single day, wiping out about $500 billion in market value, while Reddit's shares dropped 15% the same day; both companies pointed to the impact of AI search on traffic and ad monetization. Google Chief Business Officer Philipp Schindler acknowledged that growing usage of AI Mode is actually weighing on revenue, because it monetizes less effectively than traditional search; Reddit, meanwhile, said traffic from search has declined noticeably, that fourth-quarter daily active users could fall by a double-digit percentage, and that it will push users to log in. Google Search and related advertising revenue still grew 12% year over year to $63.35 billion, but the growth rate slowed markedly from 19% in the first quarter.

    Alphabet's stock fell 12.6% in a single day, wiping out about $500 billion in market value, while Reddit's shares dropped 15% the same day; both companies pointed to the impact of AI search on traffic and ad monetization. Google Chief Business Officer Philipp Schindler acknowledged that growing usage of AI Mode is actually weighing on revenue, because it monetizes less effectively than traditional search; Reddit, meanwhile, said traffic from search has declined noticeably, that fourth-quarter da

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  7. Wallstreetcn

    Google stock plunges over 11% after earnings: AI spending devours cash flow, search monetization under pressure

    After Alphabet released its earnings, its stock plunged more than 11% in a single day, wiping out about $500 billion in market value, because AI spending continues to devour cash flow, share buybacks fell to zero in the first nine months of 2026, and revenue growth in the core search business slowed from 16.8% in the second quarter to 12%. Google Cloud revenue doubled year over year to $30.7 billion, with its profit margin rising to 36.2%, but the shared AI research and development loss widened from $4.5 billion to $7.7 billion, and about half of the cloud business's profit increment was consumed before consolidation. JPMorgan called this earnings report a setback for the re-ignition of the AI/tech trade, while Goldman Sachs trader Thales Arruda said the market is shifting from rewarding capital expenditure growth to demanding evidence of returns.

    After Alphabet released its earnings, its stock plunged more than 11% in a single day, wiping out about $500 billion in market value, because AI spending continues to devour cash flow, share buybacks fell to zero in the first nine months of 2026, and revenue growth in the core search business slowed from 16.8% in the second quarter to 12%. Google Cloud revenue doubled year over year to $30.7 billion, with its profit margin rising to 36.2%, but the shared AI research and development loss widened

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  8. TechCrunch AI

    Reddit announces shift to a login-first experience in response to declining search traffic

    At its third-quarter earnings call, Reddit announced it will shift to a login-first experience to protect its data from AI scraping and to advance licensing partnerships with model developers. The company said search referral traffic in October fell by an average of more than 1 million visits per week, and warned that if the trend continues, daily active users could decline to the low double digits percentage-wise next quarter; over the same period, revenue grew 53% year over year to $895 million, and net income rose 74% to $283 million. The change will first be tested in the fourth quarter in select markets outside the United States, with no global rollout timeline yet, and the anonymous-browsing incognito mode will be retained.

    At its third-quarter earnings call, Reddit announced it will shift to a login-first experience to protect its data from AI scraping and to advance licensing partnerships with model developers. The company said search referral traffic in October fell by an average of more than 1 million visits per week, and warned that if the trend continues, daily active users could decline to the low double digits percentage-wise next quarter; over the same period, revenue grew 53% year over year to $895 millio

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Thursday

  1. CNBC Technology

    Alphabet's earnings miss expectations, search revenue growth slows to 12%

    Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the earnings release, its largest one-day drop on record, and free cash flow for the quarter was negative $9 billion. Cloud revenue doubled to nearly $31 billion, with cloud backlog of about $560 billion.

    Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the e

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  2. @completeskeptic

    Jev open-source people search: $0.0024 per lead

    Shengkun Ye introduces Jev people search launched by @typesafeai: $0.0024 per lead, with waterfall queries across Apollo, Clay, People Data Labs, Hunter, ContactOut, and Ploid, running 1,000 leads at a time, and paying data enrichment fees only for leads that Jev keeps; open source, no subscription, 0% markup. When Diogo Almeida reposted it, he only exclaimed "people jevin' people 🥹".

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  3. TypeSafe AI

    TypeSafe AI launches Jev people search

    Shengkun Ye introduces Jev people search from TypeSafe AI: $0.0024 per lead, no $2,000 subscription required; agents can waterfall queries across Apollo, Clay, People Data Labs, Hunter, ContactOut, and Ploid, run 1,000 leads at a time, and pay enrichment fees only for leads Jev keeps. Open source, no subscription, 0% markup.

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  4. heise online

    Alphabet's quarterly revenue reaches $127.6 billion; slower-than-expected search ad growth sends shares down about 9%

    Alphabet released its quarterly earnings report, with revenue up about 25% year over year to $127.6 billion, slightly below analyst expectations, while net profit fell about a quarter to nearly $26.2 billion; shares fell about 9% after the report was released. Search advertising revenue rose about 12% year over year to $63.35 billion, below analysts' expectation of about $65 billion; Google manager Philipp Schindler said ad monetization efficiency in AI Mode remains lower than in traditional search. Cloud service revenue more than doubled year over year at a scale of $3.07 billion and beat market expectations, quarterly capital expenditure rose to about $51 billion, and the company maintained its full-year infrastructure spending forecast of $195 billion to $205 billion.

    Alphabet released its quarterly earnings report, with revenue up about 25% year over year to $127.6 billion, slightly below analyst expectations, while net profit fell about a quarter to nearly $26.2 billion; shares fell about 9% after the report was released. Search advertising revenue rose about 12% year over year to $63.35 billion, below analysts' expectation of about $65 billion; Google manager Philipp Schindler said ad monetization efficiency in AI Mode remains lower than in traditional sea

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  5. The Decoder

    Some investors believe Google's AI search problem is already reflected in its financial results

    Google's third-quarter search revenue grew about 12%, below analysts' expectation of 15%, and some investors believe the problem of AI search queries growing fast but having low monetization capacity is beginning to show. Executive Philipp Schindler said on the earnings call that the strong growth of AI Mode queries affected revenue due to the lower level of monetization. In the same period, cloud business revenue grew 103% year over year to $30.7 billion, and the Gemini app reached 1 billion users.

    Google's third-quarter search revenue grew about 12%, below analysts' expectation of 15%, and some investors believe the problem of AI search queries growing fast but having low monetization capacity is beginning to show. Executive Philipp Schindler said on the earnings call that the strong growth of AI Mode queries affected revenue due to the lower level of monetization. In the same period, cloud business revenue grew 103% year over year to $30.7 billion, and the Gemini app reached 1 billion us

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  6. TechSpot

    Alphabet shares fell more than 10% after hours, as Google AI search monetization lags traditional search

    Alphabet's quarterly revenue was $127.6 billion, up 25% year-over-year, but earnings per share of $2.12 fell short of the expected approximately $3.01, and the stock fell more than 10% after hours. Chief Business Officer Philipp Schindler said that AI Mode's monetization capability per query is lower than traditional search, which is one of the reasons why search revenue growth slowed from 17% to 12%. Capital expenditures this quarter reached $51.4 billion, free cash flow was negative $9.1 billion, and Google Cloud revenue rose to $30.71 billion.

    Alphabet's quarterly revenue was $127.6 billion, up 25% year-over-year, but earnings per share of $2.12 fell short of the expected approximately $3.01, and the stock fell more than 10% after hours. Chief Business Officer Philipp Schindler said that AI Mode's monetization capability per query is lower than traditional search, which is one of the reasons why search revenue growth slowed from 17% to 12%. Capital expenditures this quarter reached $51.4 billion, free cash flow was negative $9.1 billi

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  7. TechCrunch AI

    Google Expands AI Search Ads to Global Markets

    At Alphabet's Q3 earnings call, Google announced it would expand ads in AI Mode to international markets and launch multi-turn conversational ads. Alphabet's quarterly revenue was $127.6 billion, up 25% year over year, but search ad revenue growth slowed from 19% in Q1 and 17% in Q2 to 12%, and the stock fell 8% after the earnings report. Google says the click-through rate on sponsored product listings in AI Mode is now comparable to organic results, and the average AI Mode query is 3 times longer than traditional search.

    At Alphabet's Q3 earnings call, Google announced it would expand ads in AI Mode to international markets and launch multi-turn conversational ads. Alphabet's quarterly revenue was $127.6 billion, up 25% year over year, but search ad revenue growth slowed from 19% in Q1 and 17% in Q2 to 12%, and the stock fell 8% after the earnings report. Google says the click-through rate on sponsored product listings in AI Mode is now comparable to organic results, and the average AI Mode query is 3 times long

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  8. TechCrunch AI

    Google Launches Connected Apps Platform, Opening Gemini and Search Access to Developers

    Google has released the Connected Apps Platform, allowing enterprises and developers to submit their own apps for integration with Gemini and Google Search, and to choose to launch on only one or both. The platform is currently available in beta preview to US developers; after launch, it will allow tracking of traffic, latency, and error rates, while retaining brand identity and verified accounts. Gemini already has more than 50 Connected Apps, including partners such as Adobe, Experian, Localiza, and Peloton; these apps will enter Google Search in the coming weeks. The meditation app Calm will also launch on Gemini and Search.

    Google has released the Connected Apps Platform, allowing enterprises and developers to submit their own apps for integration with Gemini and Google Search, and to choose to launch on only one or both. The platform is currently available in beta preview to US developers; after launch, it will allow tracking of traffic, latency, and error rates, while retaining brand identity and verified accounts. Gemini already has more than 50 Connected Apps, including partners such as Adobe, Experian, Localiz

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Wednesday

  1. Google Blog

    How AI Overviews and AI Mode Are Changing Search Habits

    In the Google Ads podcast Ads Decoded, Shivani Mohan, Vice President of Search Data Science and UXR, and Ginny Marvin, Google Ads Product Liaison, discuss how AI Overviews and AI Mode are changing the search habits of billions of users. The episode focuses on her team's research into the modern search experience and what the long-form query trend means for businesses.

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Tuesday

Friday

  1. MarkTechPost

    TinyFish Breaks Down Production-Grade Agent Search Architecture and Deep Research Experience

    TinyFish released two technical guides: one defines a production-grade agent search architecture, and the other summarizes lessons from building a deep research system. The architecture is built on four web primitives—TinySearch, TinyFetch, TinyBrowser, and TinyAgent—and runs a seven-stage control loop around a foundation model, covering task definition, retrieval planning, tool routing, evidence evaluation, and failure retry. In OpenBenchmarks tests with a fixed gpt-5.6-sol model and 100 tasks, TinyFish search plus fetch achieved a 79.0% completion rate, with a median task cost of $0.050 and a runtime of 24 seconds; under a search-only configuration, the completion rate was 59.3%.

    TinyFish released two technical guides: one defines a production-grade agent search architecture, and the other summarizes lessons from building a deep research system. The architecture is built on four web primitives—TinySearch, TinyFetch, TinyBrowser, and TinyAgent—and runs a seven-stage control loop around a foundation model, covering task definition, retrieval planning, tool routing, evidence evaluation, and failure retry. In OpenBenchmarks tests with a fixed gpt-5.6-sol model and 100 tasks,

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Thursday

  1. Artificial Analysis

    DeepSeek Search ranks 17th on the Artificial Analysis Search Index

    DeepSeek Search scores 69 on the Artificial Analysis Search Index, ranking 17th among 27 search products, and is the lowest-priced paid search API on the list. It charges $0.75 per 1k searches, with a per-task cost of about $0.032, ranking 5th cheapest among 27 products. On AA-Omniscience its accuracy is 70%, ranking 10th, but on BrowseComp, which requires multi-hop reasoning, it is only 63%, ranking 25th; each search returns about 7k tokens, raising model cost to the 2nd highest on the list.

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