Google

Search and Destroy

Ads are showing up on Google’s AI Mode now

Hope it doesn’t go the same route as Google Search!

11/21/25 12:59PM

We knew it was coming, but that doesn’t mean we have to like it.

Google has officially turned on the ad spigot in AI Mode, the search giant’s answer to OpenAI’s ChatGPT. Ads started showing up in Google’s AI Overviews about a year ago, and now they’re coming to the company’s flagship conversational search experience.

That means the roughly 75 million daily active AI Mode users will see not only the AI’s best guess at their queries, but also sponsored results alongside them. Ad Age reported this summer that in AI Mode, Google serves ads based on a person’s conversation with the AI — not just on keyword matches, as was the case in traditional Search.

In my own quick tests — about a dozen searches and short conversations — I was served just one sponsored result: a link to a local car dealership tucked at the bottom of the answer, below other organic links.

Google has to walk a fine line here. Advertising is its primary moneymaker, the engine that turned Search into one of the most powerful products on the planet. But Search also suffered from its own success, as results became increasingly clogged with sponsored content and SEO filler. One could argue that this ad saturation helped drive users toward AI competitors like ChatGPT, which, for now, remains blissfully ad-free.

Jon Keegan20h

Meta jumps after it releases Superintelligence Labs’ first model: Muse Spark

The first big release from Meta’s Superintelligence Labs is here — a new multimodal reasoning model called Muse Spark. Shares of Meta spiked on the news, extending gains it had made earlier in the day on optimism over the ceasefire with Iran. The stock was recently up about 9%.

Meta has been playing catch-up in the generative-AI race, watching startups OpenAI and Anthropic leap ahead with ever more capable models, after the bungled rollout of its Llama 4 models.

After Meta went on an expensive hiring spree assembling an all-star team of AI researchers, investors have been eager to see the fruits of this team, and to see if the accompanying billions of capex dedicated to power it — $115 billion to $135 billion this year alone — were worth it.

Meta says the release is the first in a Muse family of models, which it says it will scale up over time. The benchmark scores released by Meta show Spark to be capable, with solid scores among popular benchmarks, but not any huge leaps over leading models from Anthropic, OpenAI, xAI, and Google.

Meta CEO Mark Zuckerberg said in a post on Threads:

“Looking ahead, we plan to release increasingly advanced models that push the frontier of intelligence and capabilities, including new open source models. We are building products that don’t just answer your questions but act as agents that do things for you. I am optimistic that this will support a wave of creativity, entrepreneurship, growth, and health. I’m looking forward to sharing more soon.”

Introducing Muse Spark: Scaling Towards Personal Superintelligence

Meta CEO Mark Zuckerberg said in a post on Threads:

“Looking ahead, we plan to release increasingly advanced models that push the frontier of intelligence and capabilities, including new open source models. We are building products that don’t just answer your questions but act as agents that do things for you. I am optimistic that this will support a wave of creativity, entrepreneurship, growth, and health. I’m looking forward to sharing more soon.”

Jon Keegan21h

Alibaba launches new data center powered by 10,000 of its custom chips

Alibaba announced a new data center in southern China, in a partnership with China Telecom powered by its own Zhenwu chips. The new data center will contain 10,000 of the homegrown chips, and may scale up to 100,000 over time. The data center will be used for both inference and training.

China is racing to build out its own sovereign AI capabilities, and is making significant progress.

While Chinese companies and labs have released many competitive AI models, such as Alibaba’s Qwen, Z.ai’s new GLM-5.1, and the disruptive DeepSeek R1, China is still behind the US when it comes to AI chips, and it has struggled to get hold of the latest Nvidia GPUs due to US export controls.

Alibaba launches data center with 10,000 of its own chips as China ramps up AI push

China is racing to build out its own sovereign AI capabilities, and is making significant progress.

Hyunsoo Rim

Anthropic

4/8/26

Anthropic’s revenue run rate just topped $30 billion — that’s ahead of OpenAI, depending on how you count

The Claude maker’s revenue run rate has tripled in three months, as Dario Amodei’s firm takes the software world by storm.

Anthropic: Our new Mythos model is so powerful, we can’t release it

The unusual announcement of the model highlights its alarming new cybersecurity capabilities.

Jon Keegan4/7/26

Bloomberg: Apple’s foldable iPhone is on track for September after all

Scratch that... Actually, Apple’s foldable iPhone may be on track to debut later this year after all.

Hours after a report from Nikkei Asia said Apple was encountering engineering problems with the novel design that could lead to a delayed launch, Bloomberg’s Mark Gurman reports that sources within Apple say the premium foldable iPhone is still on track to launch in September, alongside the iPhone 18 Pro and iPhone 18 Max.

Shares of Apple had plunged more than 5% on word of a possible delay, but pared losses on Gurman’s story.

According to the report, the foldable iPhone will cost more than $2,000 and will be a key part of the company’s plan to revamp the iPhone lineup.

Apple’s Foldable iPhone Remains on Track for September Debut