Alphabet Q3 call: Gemini Carbon frontier model, MCP apps in Search, AI Mode ads expand
lilyraynyc · x · 2026-10-29
Takeaways from Alphabet's Q3 earnings call: new frontier model 'Gemini Carbon'; MCP-based apps can run directly inside Google Search and Gemini; AI Overviews and AI Mode converge into one seamless experience; sponsored vs organic CTR is similar in AI Mode; ads in AI Mode expanding internationally; 50B+ monthly visual searches via Lens; agentic features coming to Search & Gemini; Universal Cart and UCP adoption by Nike, Chewy, and Tapestry.
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