🚨My latest: Google has an enviable position in the AI race, making its own chips and selling them to customers. This success has made its computing resources so valuable, though, that its own AI researchers have to get in line.

New scoop from me and Shirin Ghaffary: Google is set to invest up to $40 billion in Anthropic.

I’m excited to share my latest story - a profile of @Essential AI CEO Ashish Vaswani, one of the godfathers of the latest wave of AI. Gift link: https://www.bloomberg.com/news/features/2025-09-03/the-ai-pioneer-trying-to-save-artificial-intelligence-from-big-tech?srnd=undefined

Over the past few months, there’s been a subtle but significant shift: Google is seeking AI-related licensing deals with news organizations. The company plans to launch a pilot with about 20 national news outlets, sources tell me & Hannah Miller: www.bloomberg.com/news/article...

Fox is seeking to recruit hens for a new henhouse project

Google won’t launch a recipe feature in search that had many creators fearing for their traffic - and their livelihoods. Story with @davey.bsky.social:

Feels like a good time to re-up this story. Read for free here: www.bloomberg.com/news/feature...

Friday evening scoop about the original X! A fund affiliated with Alphabet has raised hundreds of millions of dollars to invest in startups spinning out from the lab. https://www.bloomberg.com/news/articles/2025-05-24/google-linked-vc-fund-series-x-aims-to-raise-over-500-million?srnd=undefined

New: As Google search head Liz Reid announces at #googleio that AI Mode is rolling out to all US users today, Alphabet shares drop... Follow along with my & @julialove.bsky.social's live I/O coverage here

Despite the Veo model’s penchant for audio, I’m told the birdsong reverberating through the amphitheater is real. 🎶🐥

Google shares intensified their fall as the company announced AI Mode at #GoogleIO. Were investors hoping for more?

NEW: Pichai is testifying in the DOJ's search remedies antitrust case today. Here's my and @leahnylen.bsky.social's first take. The Google CEO called the DOJ's proposed remedies a "de facto" spinoff of search. www.bloomberg.com/news/article...

Scoop on the Google beat: Google has begun showing advertising within the flow of conversations with chatbots, starting with AI search startups like iAsk and Liner. This means that even if Google's share of the search market dwindles, it still stands to profit. bloom.bg/436FhkR

Scoop: Trump's NLRB leaders concluded layoffs “cannot be implemented without impairing the Agency’s ability to fulfill its statutory mandate.” But OMB deemed that rationale inadequate, and pushed NLRB to "think creatively" and do "additional staff reductions" www.bloomberg.com/news/article...

DOJ rested its case against Google today in the remedies hearing over how to fix competition in online search. A recap by me and @davey.bsky.social www.bloomberg.com/news/article...

In Las Vegas this week checking out Google’s AI restoration of The Wizard of Oz, among other cloud news! Would love to meet Google partners and employees while I’m in town, DM me to connect.

Google says AI Overviews drive more traffic to a diverse mix of publishers. But it has never shared data to back up that claim. @daveyalba & I spoke to 25 creators who painted a different picture. Several are out of business. One is on food stamps. Our latest: www.bloomberg.com/news/article...

Excellent read on what’s at stake for Google as revamps it search business in the age of AI and why it’s fighting off major changes proposed by the the DOJ. From @julialove.bsky.social and @davey.bsky.social www.bloomberg.com/news/feature...

🚨 NEW: Google Search has ruled the web for >20 yrs. But in recent years, a chorus of discontent has been building among the web-going public. Google is drastically remaking search with gen AI just as people are complaining that the service is slowly degrading—and degrading the web. bloom.bg/41W2wwl

🚨NEW: Google has spent the past 2+ years trying to remake search with generative AI. The results? Mixed. Check out my cover story with @davey.bsky.social on missed opportunities, Google's attempts to right the ship & the price being paid across the web. Gift link: www.bloomberg.com/news/feature...

Last year, we showed how Musk posted incessantly abt immigration, to great effect—and potentially as a tactic. His false assertions abt migrants received more reposts than any other policy issue he discussed. That's in part how he vaulted himself to political power alongside Trump. bloom.bg/3EO50Vo

Elon Musk posts frequently about immigration, and the dangers of letting unauthorized people into the country. Here, @julialove.bsky.social reveals that Musk’s companies have relied on undocumented workers for a rapid expansion in Austin, Texas:

If you're not already in the @julialove.bsky.social fan club, now is a great time to join. Her latest involves interviews with 10 undocumented immigrant workers who said they'd worked at Tesla + SpaceX facilities - while Musk's anti-immigrant rhetoric intensifies: www.bloomberg.com/news/feature...

New: Elon Musk relied on undocumented workers to help build Tesla's gigafactory in Texas. He later propagated anti-immigrant sentiment to vault himself into political power alongside President Trump. Great reporting from @julialove.bsky.social (gift link 👇) www.bloomberg.com/news/feature...

Tesla and SpaceX both relied on undocumented workers even as Musk advocated for a border crackdown. In many posts on X he has criticized local and federal officials for not doing enough to vet the migrants they take in. By @julialove.bsky.social www.bloomberg.com/news/feature...

New @bloomberg.com: Undocumented workers helped build Elon Musk’s Tesla gigafactory bloom.bg/41gG6a3

For my latest story, I reported on the lives of the undocumented contract workers who helped power Elon Musk's expansion in Austin. Sweeping debris, laying plumbing and pouring concrete, these workers built facilities that helped make Musk’s $400 billion fortune. Read for free: bloom.bg/41gG6a3