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Jessica E. Lessin

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Google CEO Sundar Pichai. Photo by Bloomberg.

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What Google’s AI Catch-Up Reveals

By Martin Peers · Feb. 6, 2023 5:00 PM PST

Google is finally waking up. After weeks of excitement coursing through tech about OpenAI’s ChatGPT chatbot, paired with news coverage of how Microsoft plans to incorporate it into products like Bing and Word, Google has made a move. The tech company once seen as a leader in artificial intelligence on Monday unveiled its version of a... Google is finally waking up. After weeks of excitement coursing through tech about OpenAI’s...

Google CEO Sundar Pichai. Photo by Bloomberg

Why DOJ’s Damaging Evidence Against Google May Not Be Enough to Break Up the Company

By Jon Victor · Jan. 26, 2023 6:25 PM PST · 1 comment

Justice Department lawyers on Tuesday revealed embarrassing details about Google’s conduct in the online ad industry as part of a new antitrust lawsuit. Despite evidence and allegations that Google rigged advertising auctions and effectively stole money from website publishers that rely on the company’s advertising tools, the DOJ... Justice Department lawyers on Tuesday revealed embarrassing details about Google’s conduct...

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What’s Google Cloud So Worried About?

By Jessica E. Lessin · Jan. 12, 2023 5:03 PM PST

What is going on at Google Cloud? Today, Jon, Kevin and Amir had an important story about an executive shakeup involving the departure of Google’s top sales executive in the U.S., Kirsten Kliphouse. You may recall that Google Cloud, after 10 years of trying, is still a distant second to Amazon and Microsoft in the business. Google didn’t... What is going on at Google Cloud? Today, Jon, Kevin and Amir had an important story about an...

Photo by Bloomberg

Google’s Pain Is Amazon’s Gain

By Jessica E. Lessin · Oct. 27, 2022 5:00 PM PDT

Photo by Bloomberg

Google’s Pain Is Amazon’s Gain

By Jessica E. Lessin · Oct. 27, 2022 5:00 PM PDT

They say downturns provide opportunities for those ready to seize them. And to see how, look no further than Amazon’s very healthy ads business. In the most recent quarter, when marketers pulled back from Google, Meta and just about everywhere else, Amazon grew its advertising business 25%. It’s now at an annualized run rate of almost $40... They say downturns provide opportunities for those ready to seize them. And to see how, look no...

Illustration by Shane Burke.

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Google Goes From Hot to Not With Startup Headhunters

By Mark Matousek · Sept. 15, 2022 6:00 AM PDT · 3 comments

Google employees were prized recruits for tech founders for much of the past two decades. But that’s changing. It was two years ago when Chris Johnson, founder of executive recruiting firm Artisanal Talent, first realized founders’ tastes were starting to shift. Johnson thought a veteran Google executive might be a good fit for a... Google employees were prized recruits for tech founders for much of the past two decades. But...

Sundar Pichai. Photo by Bloomberg

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Three Ways Google’s New Android Ad-Tracking Limits Will Differ From Apple’s

By Sarah Krouse · Feb. 16, 2022 2:14 PM PST

Google on Wednesday unveiled proposed rules to limit how advertisers track more than 2.8 billion people using phones powered by its Android software, but the company is taking a different approach than that of Apple, which restricted iPhone ad tracking last year. We talked to several digital ad industry executives steeped in the app-tracking... Google on Wednesday unveiled proposed rules to limit how advertisers track more than 2.8 billion...

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How Google Is Preparing for the End of Internet Advertising (as We Know It)

By Sarah Krouse · March 4, 2022 6:00 AM PST · 6 comments

In 2020, when Apple announced plans for sweeping privacy changes to its mobile phones, Meta Platforms—the parent of Facebook and one of the advertising powerhouses most likely to feel the pain of the changes—duked it out with Apple for days on Twitter and in full-page newspaper ads. Another internet ad giant, Google, barely made a... In 2020, when Apple announced plans for sweeping privacy changes to its mobile phones, Meta...

Where Google Has Grown

By Jon Victor · Nov. 28, 2022 6:00 AM PST · 1 comment

Alphabet has doubled the headcount in its Google Cloud unit since early 2019, according to data obtained by The Information, outstripping Alphabet’s overall hiring growth. The rapid growth helps explain why Google Cloud’s losses continue to widen even as its revenue grows rapidly. Google’s hardware unit and YouTube also each... Alphabet has doubled the headcount in its Google Cloud unit since early 2019, according to data...

Art by Mike Sullivan

Facing Threat From Apple, Google Tries New Hardware Playbook

By Jon Victor and Amir Efrati · Oct. 18, 2022 6:00 AM PDT · 4 comments

It may be Google’s worst nightmare. Apple’s iPhone is stealing share from Samsung phones powered by Google’s Android software. At the same time, U.S. antitrust regulators are scrutinizing Google’s search deal with Apple, raising the prospect that Google’s search may lose its favored position in the Safari browser on... It may be Google’s worst nightmare. Apple’s iPhone is stealing share from Samsung...

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