Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Ejaaz Ahamadeen breaks down why AI is eating search, Google's ad auction change, its TPU customers and why the market may be wrong. Video Transcript 0:00 spk_0 It's official, the #1 AI model in the world doesn't belong to Anthropic, it doesn't belong to OpenAI. It belongs to Google. They released Gemini carbon yesterday, and according to the benchmarks, it's the number 1 against any other model that exists out there. Now this is very interesting because Google for the last 6 to 9 months have been trailing pretty aggressively.
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