Google

Google is a multinational technology company specializing in internet-related products and services, founded in 1998 by Larry Page and Sergey Brin. Its core businesses include search, advertising and cloud computing, but it also has divisions in hardware and software development. Sundar Pichai currently serves as CEO. Its primary competitors include other major tech companies such as Amazon, Apple and Facebook. Google is making forays into artificial intelligence with Gemini, its conversational AI that aims to compete with OpenAI.

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Florida governor Ron DeSantis. Getty Images
The Briefing

Ron DeSantis Spotlights Key AI Question

By Martin Peers · Nov 20, 2025 5:00pm PST
We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI. That is whether decisions about an enormously costly technology, which threatens to put many people out of work, should be left to tech leaders or discussed more broadly. It turns out Republicans may have the best handle on this issue, most obviously... We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI....
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Deep Research

Chaos and Competition: The Future of AI Agents in 2026

By The Information Staff · Nov 20, 2025 11:00am PST
The race to launch and successfully sell AI agents in 2026 will be decided by which companies can create a differentiated product in an environment where every firm is offering nearly identical AI agents. We asked Deep Research to explain how this competition will unfold. Here is the response. The race to launch and successfully sell AI agents in 2026 will be decided by which companies can...
The former General Motors and Foxconn factory in Lordstown, Ohio. New owner SoftBank plans to remodel the EV factory to produce data center components for OpenAI. Photo by Getty Images.
Exclusive

SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers

By Sri Muppidi · Nov 20, 2025 6:00am PST · 1 comment
SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown, Ohio, that will produce equipment for OpenAI’s forthcoming data centers, according to two people with knowledge of the plans. The Japanese conglomerate, one of the largest investors in OpenAI, will use the factory to supply data center sites in Texas and... SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown,...
OpenAI’s Sam Altman and Google’s Sundar Pichai. Getty Images.
Exclusive

Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google

By Stephanie Palazzolo and Erin Woo · Nov 20, 2025 4:00pm PST · 11 comments
OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI would emerge ahead. After OpenAI researchers heard that Google had created a new AI that appears to have leapfrogged OpenAI’s in the way it was... OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial...
Art by Mike Sullivan
AI Agenda

Google Unseats Anthropic With Gemini 3

By Stephanie Palazzolo · Nov 19, 2025 7:04am PST
Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard University President Larry Summers has resigned from OpenAI’s board of directors following a congressional committee’s release of emails showing a personal correspondence between him and convicted sex offender Jeffrey Epstein. Summers had been on the board of... Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard...
Alphabet CEO Sundar Pichai. Getty Images.
The Briefing

What Google Has That OpenAI Doesn't

By Martin Peers · Nov 17, 2025 5:00pm PST · 1 comment
Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for the past couple of years, are now running freely. Friday night’s news that Warren Buffett’s Berkshire Hathaway had bought a $4.3 billion stake in Alphabet sent the shares rising 3% on Monday, even as other tech stocks sagged amid a broader market... Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for...