Google down 9% because Apple might eventually develop a search engine for Safari... Similar vibes to Google being down because Microsoft added AI to Bing.

Google just updated Gemini 2.5 Pro, and it's now #1 in WebDev Arena! Imagine announcing this 2 weeks before Google I/O... That's how confident they are!

Cursor raised $900m at a $9b valuation. The app was launched just 2 years ago 🤯

Unhealthy products are a dying industry. The growth will be in longevity and healthy alternatives.

Unpopular opinion: The slowdown in tech hiring is transitory. Companies overhired during covid, and AI boosted productivity. But total productivity is still relative to the number of programmers, so competition will force them to keep hiring.

Meta being worth 70% of Google makes zero sense. Google is a completely different beast.

Everyone: Google is over, now people use ChatGPT and Perplexity. Meanwhile Google: Double-digit growth in Search, YouTube ads, subscriptions, and Cloud.

Google stock is back to where it was 12 months ago. But in that time, the company launched: * Gemini 1.5 Pro * Gemini 1.5 Flash * AI Overviews in Search * Veo 1 * Imagen 3 * NotebookLM * Google Workspace AI Features * Pixel 9 Series, Pixel Watch 3, Pixel Buds Pro 2 * Gemini Live * Google TV Streamer * Gemini 2.0 Flash * Deep Research in Gemini Advanced * NotebookLM Plus * Gemini 2.0 Pro * Gemini 2.0 Flash-Lite * Gemma 3 * Veo 2 * Gemini Robotics * AI Mode on Search * Gemini Code Assist * Pixel 9a * Gemini 2.5 Pro * Ironwood TPU * Cloud WAN * Google Workspace Flows * Gemini On-Premise * Agentspace * Gemini 2.5 Flash

o3 high is the leading model in multiple benchmarks. But Gemini 2.5 Pro still has the best cost/performance balance, and it's not even close.

Google is now the 4th largest company. I believe it will end up also surpassing NVIDIA.

🇦🇷 From now on, it's legal for Argentinians to buy foreign currency without limits (before it was limited to $200/mo). $ARGT is up 7% today.

🇦🇷 After 7 years, Argentina will lift currency controls restricting access to foreign currencies next Monday.

I've been using Google AI mode for a couple of days, and it's by far the best searching AI. Perplexity will have to pivot or become irrelevant. And people thought Google was going to lose search 😂

While everyone was talking about tariffs, Google was busy shipping. The market still hasn't caught up to this: 🔵 Ironwood TPU: Delivers 42.5 exaflops per pod, a 10x leap over the last TPU, built for inference at scale. Competes with NVIDIA's Blackwell B200 GPU. 🔵 Gemini 2.5 Flash: New version of the cheapest high-quality LLM, now with adjustable reasoning. 🔵 Firebase Studio: A new app development platform competing with tools like Cursor. 🔵 Workspace Flows: AI task automation between Google Workspace apps. 🔵 Agentspace: An AI-driven platform designed to boost employee productivity with integrated search and task automation. 🔵 Google Unified Security: An AI-powered suite combining threat intelligence and security operations for real-time protection. 🔵 Google Distributed Cloud with Gemini: On-premises Gemini model support for secure, low-latency AI in regulated environments. 🔵 Live API preview: It enables real-time, scalable apps with streaming audio, video, and text. 🔵 Veo 2 GA: It creates 720p, 8-second video clips with enhanced realism for $0.35/second. 🔵 Imagen 3 Enhancements: Updated image generation with inpainting and outpainting, plus SynthID watermarking for authenticity. 🔵 Chirp 3: A next-generation speech model for voice replication and generation on Vertex AI. 🔵 Cloud WAN: A high-speed, low-latency network connecting organizations globally using Google’s infrastructure. 🔵 AI Studio Redesign: A revamped developer interface for building and testing AI applications with Gemini models. 🔵 Gemini 2.5 Pro for Deep Research: Deep Search now uses the latest model. 🔵 Agent2Agent Protocol: A new framework enabling seamless communication between AI agents across different systems.

The craziest thing is that Trump said it was a great time to buy just 3 hours before pausing the tariffs!

I always thought one of the biggest risk for Amazon retail business were Aliexpress, Temu, Shein, and similar chinese sellers. After some initial pain, Amazon could benefit from this. $AMZN

I fear the tariffs could escalate into an economic war between the US and China, with both countries using their leverage to force other countries to pick a side

Cloudflare, $NET, will take a good chunk of Vercel's customers with this! You can get similar results for a fraction of the cost.