Reporter at The Information who covers OpenAI and Google, with focus on new model releases and AI capabilities.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Google is deploying Gemini 3.0 day-one across Search AI Mode, Gemini app, AI Studio, Vertex AI, and a new coding tool, leveraging 7 products with 2B+ users each; internal critics question fragmented UX but scale and search revenue resilience validate the approach for now.