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Alphabet's third-quarter earnings showed Google Search revenue growth slowing to 12 percent and paid click growth dropping to 8 percent, even as search queries rose at their fastest rate in five years. Following the report, Alphabet shares fell about 14 percent amid investor concern over the company's plans to spend roughly $200 billion on AI-focused infrastructure this year.

Netflix is rolling out a new "AI Discover" tab for U.S. TV users to test experimental content discovery features. The initial feature uses a real-time learning intelligence layer to recommend shows and movies based on user-selected moods, available time, and preferences.

OpenAI announced that the volume of search queries run through ChatGPT has reached 20 percent of the volume run through Google. Consumer product lead Adam Fry clarified that OpenAI defines a search as any user query that triggers a web search, though he did not specify the source for Google's numbers.

A New York Times report states that Google plans to turn off its search service for schools that choose to reject AI features. The post links to the news article and a Google blog post regarding education products, though no additional details are provided in the text.

Ahead of the US midterm elections, studies by Forum AI and NewsGuard reveal that mainstream AI chatbots frequently provide inaccurate voting information and cite partisan "pink slime" websites. Nearly 40 percent of election-related answers from tools like ChatGPT, Claude, and Gemini contained factual errors, while ChatGPT cited partisan sites masquerading as news in over 70 percent of tested searches.

The New York Times and several other newspapers have filed federal lawsuits against web browser company Brave, alleging it scraped their copyrighted content using an unidentified crawler. The publishers claim Brave acted as a distributor of stolen data by selling the scraped articles to AI companies including Anthropic, Perplexity, Mistral, xAI, and Cohere.

Autonomous AI agents capable of browsing and interacting with the internet are transforming the human-centric web into an "agentic web." While some companies build specialized connectors and agent-targeted ads to accommodate these tools, others block external agents as models grow increasingly adept at navigating graphical interfaces and acting independently.

AI-generated gaming wikis filled with fabricated and irrelevant information are flooding search engine results, particularly targeting smaller indie games to capture ad traffic or spread malware. Simultaneously, legitimate volunteer-run wikis are struggling with soaring server costs caused by aggressive scraping from AI crawlers like Meta's.

Google's Chief Business Officer reported that rapid growth in AI Mode queries negatively impacted Search revenue due to lower monetization, contributing to a 15%, $500 billion drop in the company's market value. The newsletter also covers Anthropic's subscription tier changes, benchmark results for frontier models like Gemini 4 Carbon and Mistral Large 4, and new AI safety and security findings.

US tech stocks experienced sharp declines as investors grew concerned over the massive scale of AI capital expenditures alongside weaker-than-expected earnings. Companies including Alphabet, Intel, Amazon, and Reddit lost hundreds of billions in combined market value following warnings about rising AI infrastructure costs and disruptions to search advertising and referral traffic.

OpenAI, Google, Microsoft, and Anthropic have agreed to adopt a unified standard allowing publishers to opt out of AI web scraping across multiple companies simultaneously. Proposed through the Internet Engineering Task Force by an Anthropic technical lead, the shared policy token will operate within a website's existing robots.txt file.

Google's AI Mode is reportedly giving evasive answers when asked who won the 2020, 2024, and 2012 US presidential elections, instead directing users to consult the Federal Election Commission or other outside sources. However, the system provides direct and accurate answers for the winners of other presidential elections dating back to 2000.