Our AI journey started in an effort to make Search more helpful. However, people have been asking more questions, including complex, longer, and multimodal questions. While AI Overviews has begun to address this evolving curiosity, we're just getting started
MARKET TRENDS
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Gemini Integrated into Google Search for Faster Responses
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One-shot questions? I’m back on Google. I’m really enjoying how Gemini now lives right inside Search. Open a tab, type a (possibly messy) prompt, hit Enter—done. It still feels faster and more convenient than waiting for a reasoning model to spool out an answer. I still reach
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Why VCs Choose Concentrated Portfolios: Demand Over Math
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we’ve been having this conversation for a while (just ask @davemcclure
), but from what I can tell, the biggest reason VCs target concentrated portfolios is not the math. it’s that there’s significantly more demand for concentrated funds. LPs are diversified across many funds so -
Google Flexes AI Infrastructure Muscles Against OpenAI
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I’m just catching up on all the Google I/O announcements, and I feel like it’s the first time where Google is truly flexing their infrastructure muscles. They are doing things that I’m not sure OpenAI can keep up with at this point. Not because they don’t have the talent or
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Gemini 2.5 Flash pushes AI frontier with compact intelligence
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Gemini 2.5 Flash continues to push the pareto frontier, so much intelligence packed into this model, can't wait for GA in a few weeks!
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Competitive pressure drives large tech companies to deploy AI projects
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The competitive pressure is forcing them to figure out how to respond to market demand. Large companies all have interesting internal projects but aren't forced to deploy them without it.
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Google Search AI Mode Rolls Out to All US Users
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AI mode in Google Search is starting to roll out to all users in the US today : )
— Logan Kilpatrick (@OfficialLoganK) 20 mai 2025
It's the search experience you know, reimagined for the AI era (including a new feature called "Deep Search")! pic.twitter.com/5njwWJWGD6AI mode in Google Search is starting to roll out to all users in the US today : ) It's the search experience you know, reimagined for the AI era (including a new feature called "Deep Search")!
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Google Intensifies Competition with Stronger Product Shipping
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Every company is being recalibrated by reality. Google is forced to fight for the first time in a decade and is actually shipping. Tomorrow’s Google looks significantly stronger.
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Consumer Tech Leaders Must Harness Full Innovation Potential
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New technologies enable consumer companies to uplift skills, productivity, and value. But consumer tech leaders who don’t harness the full potential of these innovations risk falling behind those who do. Source @McKinsey Link https://
mck.co/4lqsr8p via @antgrasso #CTO -
Gemini 2.5 Flash and Pro Available Early June
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Good news: Gemini 2.5 Flash and 2.5 Pro will be generally available (and stable) in early June. Thanks for all the feedback, we are working hard to make a great model for you all based on the feedback so far : )