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Alphabet adds the yen to its bond programme, in a debut Samurai issue, funding the AI build

Mizuho, Bank of America, and Morgan Stanley have the mandate. Pricing is expected this month. The trade follows Alphabet’s record CHF, sterling and euro issuances in February and last week’s $17bn euro-Canadian-dollar combination, all targeted at the $180-190bn capex programme. Alphabet plans to sell yen-denominated bonds for the first time, the company disclosed in a […]

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Google’s $100 Fitbit Air has no screen. The product it is actually selling is a $10-a-month AI health coach.

  Google spent 2.1 billion dollars buying Fitbit in 2021, three years dismantling the brand, and on Thursday launched a 100 dollar device with no screen, no buttons, and no independent functionality to bring it back. The Fitbit Air is a soft fabric band with a five-gram sensor pack underneath that tracks heart rate, steps, […]

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Google’s $100 Fitbit Air has no screen. The product it is actually selling is a $10-a-month AI health coach. Read More »

Google’s taking a big swing at AI health with the Fitbit Air

It’s a Whoop dupe. That was my first thought when I saw the new $99 Google Fitbit Air. You can hardly blame me. The band is screenless with a metallic fabric clasp. My eyes flickered between the Fitbit Air and my wrist, where I’m wearing a Whoop MG. Was I not seeing double? But as […]

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Google’s AI Overviews killed 58 per cent of publisher clicks. Now it is adding a ‘Further Exploration’ section to bring some back.

Google has a publisher problem. AI Overviews, the AI-generated summaries that now appear at the top of search results for a growing share of queries, have been correlated with a 58 per cent reduction in click-through rates to the websites whose content those summaries are built on. Penske Media has filed an antitrust lawsuit. The […]

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Google’s AI Overviews killed 58 per cent of publisher clicks. Now it is adding a ‘Further Exploration’ section to bring some back. Read More »

Google is not building a consultancy. It is writing a licensing agreement. That may be the smarter play.

OpenAI built a ten billion dollar consulting company. Anthropic built a 1.5 billion dollar consulting company. Google is writing a licensing agreement. The difference in approach may determine which AI lab captures the largest new enterprise distribution channel to emerge since the birth of cloud computing itself: the portfolio companies of the world’s biggest private […]

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Google is not building a consultancy. It is writing a licensing agreement. That may be the smarter play. Read More »

Google offers EU concessions on news-search ranking to head off a fresh DMA fine

The proposals filed in Brussels aim to settle the European Commission’s investigation into whether Google has been demoting publishers’ pages with third-party advertising content. Failure to settle could expose Alphabet to penalties up to 10 per cent of global revenue. Google has filed a remedies offer with the European Commission proposing changes to how it […]

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