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Big Tech Earnings

AI Safety

+7

Is AI Starting To Eat Google Search?

Nov 2, 2026

•

6 min read

Is AI Starting To Eat Google Search?

Mistral released open weights for its trillion-parameter Mistral Large 4 and pitched it at cyber defenders. Alphabet lost $758 billion in its worst month ever after a search miss and $9.1 billion of negative free cash flow.

Joy Dong
Noah Frank
Lindsay Gross
Joy Dong, +2

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