Saturday, July 26, 2025

Google has defended Search against the first wave of disruption from generative AI, but AI agents and apps that can reduce clicks now threaten its ad business (Richard Waters/Financial Times)

Richard Waters / Financial Times:
Google has defended Search against the first wave of disruption from generative AI, but AI agents and apps that can reduce clicks now threaten its ad business  —  The company has defended search but its dominant position in online advertising may still be up for grabs



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...