Google kept AI Mode ad-free for a year to compete with ChatGPT. Last week, ads appeared. The retreat reveals more than monetization strategy—it shows Google's $175B advertising business makes competing structurally impossible.
Google must double AI compute every six months to meet demand, but capacity limits are already capping product rollouts and revenue. As bubble concerns mount, the company bets that underinvesting poses the greater risk in the infrastructure arms race.
Good Morning from San Francisco, Federal agencies now wire intelligence systems through a chatbot that declared Musk fitter than LeBron
A service by Schuler Media
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Independent Analysis for Leaders in AI and Technology
Schuler Media provides private briefings and research support for companies, investors, and public institutions that need independent clarity on the global AI landscape.
Our work covers: • Frontier model strategy • AI infrastructure and compute economics • Big Tech dynamics • Regulatory and geopolitical signals • Market moves by OpenAI, Anthropic, Meta, Google, Microsoft, Amazon, and emerging labs
We bring together journalism, investigation, and industry knowledge to help clients understand the forces shaping AI.
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What We Offer
Executive Briefing Sessions
Private one-hour conversations conducted via video call. These sessions give leaders a clear understanding of current developments, strategic risks, and likely next moves. Briefings are concise, analytical, and fully confidential.
Typical topics: • Model capability roadmaps • GPU and data center supply trends • Platform strategy analysis • Policy and export control implications • Early signals from research papers and labs
Custom Research Notes
Short reports written for your team. These notes distill complex information into clear guidance that supports internal decision-making.
Examples include: • Market landscape summaries • Infrastructure cost breakdowns • Competitive analysis for a specific company • Technical explainers for non-engineers
Launch and Product Context
For startups and tool builders, we provide editorial and strategic context to help announcements land clearly within the current AI narrative. This service supports positioning, framing, and investor communication.
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Who We Work With
Our clients include: • Early-stage founders • AI labs • Venture capital teams • Corporate innovation groups • Media and research organizations • Policy and regulatory institutions
They choose Schuler Media because they want independent thinking, not corporate speak.
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Our Approach
We operate quietly, precisely, and with respect for confidentiality. There is no agenda other than clarity.
Our background in journalism means: • Clear language • Verified information • Structured analysis • A direct and honest perspective
We do not predict the future. We map the forces that shape it.
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How a Briefing Works
Simple. Fast. Designed for people who do not have time to waste.
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Pricing and Availability
Consulting sessions and custom research work are limited. Availability varies according to reporting commitments and editorial scheduling.
To request pricing: • Send a short message describing your needs • We reply within one business day with available options
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About Schuler Media
Schuler Media is a small editorial studio based in California. We produce Implicator.ai and partner with European and US broadcasters and newspapers. Our reporting and analysis focus on technology, power, and global industry shifts.
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Contact
To discuss a consulting engagement, write to:
Marcus Schuler
Publisher, Schuler Media LLC
✉️ marcus@schuler.media
🌐 https://www.implicator.ai
🌐 https://schuler.media
🌐 https://marcus-schuler.com
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