That’s according to Alphabet’s Q2 2025 earnings report.
Alphabet reported that its Google Cloud business is growing faster, up 32% YoY, after it saw the previous two quarters up 30% and then up 28%. Investors liked that.
Alphabet also reported that it plans to spend more, raising its 2025 capex forecast to $85 billion, after in February projecting that it would be $75 billion. Investors didn’t like that.
But then, Alphabet CEO Sundar Pichai shared some numbers on the earnings call:
- Google Search’s AI Overviews now has over 2 billion MAUs, up from 1.5 billion in May 2025.
- The Gemini app has over 450 million MAUs, and daily requests were up over 50% from Q1 2025.
- Google Search’s AI Mode has over 100 million MAUs in the US and India, where it’s still rolling out.
Investors sent the stock up.
Online search is undergoing a dramatic transformation - from user experience and behavior to rapid developments in technology, new investments, and intensifying competition. Here’s a look at how Google's main contenders are vying for their place under the sun.
Is this the beginning of the end for Google Search?
I got early access to Comet, Perplexity’s new AI browser, and I’m genuinely impressed.
Here are my thoughts so far:
🧠 I’m using Google, ChatGPT and Claude less. Perplexity's assistant is built into the browser. A tiny bit less friction, but enough that I reach for it before opening a new tab.
🧍♂️ The browser agent is the best I’ve seen at working across web pages. It actually feels like a human browsing for you. It's still too slow, but I doubt that’ll last long.
🧩 Switching from Chrome was almost effortless. All my bookmarks, profiles, payment cards and settings carried over in minutes.
Smart move from Perplexity to ship their browser before OpenAI's widely expected release.
Chrome was a huge win by becoming the user’s preferred browser experience on Apple and Microsoft devices.
Can Perplexity now win by becoming the preferred AI experience inside your browser?
I got early access to Comet, Perplexity’s new AI browser, and I’m genuinely impressed.
Here are my thoughts so far:
🧠 I’m using Google, ChatGPT and Claude less. Perplexity's assistant is built into the browser. A tiny bit less friction, but enough that I reach for it before opening a new tab.
🧍♂️ The browser agent is the best I’ve seen at working across web pages. It actually feels like a human browsing for you. It's still too slow, but I doubt that’ll last long.
🧩 Switching from Chrome was almost effortless. All my bookmarks, profiles, payment cards and settings carried over in minutes.
Smart move from Perplexity to ship their browser before OpenAI's widely expected release.
Chrome was a huge win by becoming the user’s preferred browser experience on Apple and Microsoft devices.
Can Perplexity now win by becoming the preferred AI experience inside your browser?