Google Built the Search Box. At I/O It Showed What Replaces It.
Sundar Pichai walked onto the I/O stage Tuesday and asked the developer crowd for one more month on Gemini 3.5 Pro. He spent the rest of the keynote arguing that the 27-year-old search box was no longer Google's most important product. The bet behind the pivot is $180 to $190 billion in 2026 capex, six times what Alphabet spent four years ago. Wall Street has already priced it in. The question is whether Google has the next quarter to back it up.
Read full story →
IMPLICATOR