Google's Next Big Thing Is Finally Here

2026-05-20 · 10 company · 6 thematic

sentiment

8 bull1 bear1 neu

speakers

josh kale

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

ejaaz

quote

“What Google's been able to achieve with 3.5 Flash is the ability to spin up multiple sub-agents that work in parallel to get your prompt resolved... you've got the Toolathon and the MCP Atlas benchmarks, which absolutely crush GPT 4.5 and…”

—josh kale

now playing · $GOOGL

$GOOGL···bullish· mediumjosh kale

Gemini 3.5 Flash excels at agentic tooling with parallel multi-agent architecture

Gemini 3.5 Flash's ability to spin up hundreds of parallel sub-agents crushes benchmarks on long-horizon tasks like building an OS in 12 hours for under $1000 API credits.

$GOOGL···bullish· mediumjosh kale

Google search market share grew despite AI disruption fears

Q1 earnings showed AI integration increased search revenue and market share rather than cannibalizing it, proving distribution moat remains intact.

$GOOGL···bullish· mediumejaaz

Gemini Omni world model is first mass-deployed physically accurate video AI

Gemini Omni combines LLM with world model for physically accurate video generation, enabling robotics training and education use cases at mass scale for the first time.

$CBRS···bullish· mediumjosh kale

Cerebras inference speed significantly beats Gemini Flash on TPU v8

Cerebras hardware architecture delivers superior token-per-second performance vs Google's TPU v8i, showing specialized inference chips maintain speed advantage.

$META···bullish· mediumjosh kale

Meta leads AI advertising integration with Muse Spark and user data advantage

Meta's superior user data and existing AI agent embedding in ad services (Muse Spark) positions them to monetize AI search/advertising better than Google.

$GOOGL···bullish· highejaaz

Google AI Pro bundle at $20 offers exceptional consumer value

The $20/month bundle including YouTube Premium Lite, 5TB storage, Gemini Pro models, and NotebookLM Pro is a compelling distribution play that could drive mass adoption.

$CURSORbullish· highjosh kale

SpaceX acquiring Cursor for $60B validates agent harness thesis

Elon Musk's move to acquire Cursor for $60B proves the agent harness (orchestration layer) is as critical as the foundation model, a space where Google lags.

$GOOGL···bearish· highjosh kale

Google lacks strategic focus across fragmented AI product releases

Google's I/O felt like 15 separate presentations without coherent strategy; they missed on agent harness (vs Cursor) and need to compress releases into few key products to compete…

$AAPL···neutral· lowejaaz

Apple AI potential with CEO transition to John Ternus

Apple has been absent from AI race but leadership change to John Ternus later this year could trigger serious competitive response given their distribution moat.

$ANTHROPICbullish· mediumejaaz

Anthropic revenue trajectory could surpass Google by 2028

Anthropic's ARR growing from $10B to ~$45B projected; if growth rate continues, they could reach Google-scale revenue by 2028, justifying high private valuations.