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Google Struggling to Make AI Mode Searches Pay

Alphabet shares fell nearly 10% after Google disclosed that searches through its AI Mode generate less revenue than traditional search, even as overall search revenue grew 12% year over year to $63.25 billion. The Register reports: Alphabet on Wednesday reported its Q3 results, which included news that its year-over-year search query growth rate is the highest it's been in the last five years. Some of that growth comes from users adopting "AI Mode" -- Google's latest LLM-powered search system. Google's revenue from search rose 12 percent year-over-year to $63.25 billion, a little lower than the 14.5 percent growth the company reported in last year's Q3. During Alphabet's earnings call, chief business officer Philipp Schindler said the slowdown was caused by "lower monetization we were seeing in AI Mode." That's a worry given that Google is spending enormous sums on infrastructure. $51.4 billion went out the door in Q3, around two thirds of it going towards servers and networking equipment. The rest funded datacenter builds. That spending appears to have impacted profitability, as Alphabet reported $26.17 billion net income for the quarter. Last year's Q3, during which Google revenue was $102.35 billion, produced $35 billion net income. Schindler argued that AI search will pay off. "On AI Mode, many of these queries are upper funnel queries, allowing us to capture new, high-value commercial intent," he told investors. "In addition, the majority of AI Mode queries are incremental, creating more monetization opportunities over time." Google tried to seize one of those opportunities today, by turning on ads alongside AI Mode searches around the world, after first testing them in the US only. But for now, AI Mode searches aren't as lucrative as Google's existing search business, which brought in just under half of Alphabet's $125.8 billion quarterly revenue.

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Google Staff Resign In Backlash Over Its AI Contracts With Military

An anonymous reader quotes a report from the BBC: Google is facing a backlash from some staff members over the company's deployment of its AI technology for military use. The BBC has spoken to several tech workers who have either recently resigned from Google's AI company, Google DeepMind, or are in the process of leaving, over concerns with the tech firm's military contracts. Sofia Liguori, a London-based research engineer, is one of them. She resigned from Google DeepMind this week and spoke about her concerns exclusively with the BBC, despite her contract restricting her from doing so. "Realizing my company is pushing more and more for AI systems in military operations makes me feel ashamed to work at Google," Liguori said, speaking in a personal capacity. [...] After working for the company for three years, Liguori said she decided to resign over Google's increasing work with the US and Israeli militaries. "I don't agree with this direction and this has led me to lose faith in my company being true to its stated ethical values," she said. Those values, according to Google's AI Principles, include implementing AI with "human oversight" and aligning the technology with "international law and human rights." But former and current staff at the company, and experts the BBC spoke to, said they were concerned about the level of human oversight at critical moments. The tech workers said they are particularly worried about the AI military deals signed this year, because they greatly increase the scope of what the Pentagon can use the technology for. Andreas Kirsch, an AI researcher, also resigned from Google DeepMind earlier this month over his concerns. Kirsch told the BBC that he believes "Google's governance and oversight are not sufficient or meaningful enough to deploy AI safely and responsibly in military and classified settings" or "to develop artificial superintelligence safely in the future." "Google seems to have no right to control or veto how the Pentagon uses its AI and also seems to have limited visibility into how it's being deployed," he added. [...] Employees at Google have told the BBC that staff are scared to speak out about AI safety and its uses in warfare because their employment contracts prohibit them from publicly criticizing the company. "In principle I'm not allowed to criticize Google for the duration of my life," Sofia Liguori told the BBC. But she decided to do so "because I believe it's important for these things to be known and I also think that talking about facts is not criticizing." Liguori added that at Google "people are scared of retaliation and putting their career at risk. You feel you are being watched, you can't speak." A current employee at Google DeepMind, who declined to be named for fear of retaliation, told the BBC that "a lot of motivated employees who signed up for [the company's] original mission could leave -- but there's also a pipeline of people at the start of the careers who could fill those positions. It could be a changing of the guard." Another Google DeepMind staff member, who also wished to remain anonymous, told the BBC: "A lot of people have left the company that feel strongly about this [how Google DeepMind has changed its ethics position]." "Some people are putting up a fight, others are thinking: 'it's a big company. What do you expect to change?'", the employee said. In response, a Google spokesperson told the BBC: "We work with public sector organisations worldwide and follow a consistent process for reviewing and entering these contracts, including compliance with our acceptable use policies and AI principles." "We also have dedicated channels for employees to safely raise any concerns -- ranging from business ethics to misconduct -- and have strict workplace policies in place to prevent retaliation of any kind."

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Google Is Silently Linking Your Phone Number Across All Signed-In Accounts

Google has made Android's phone-number verification opt-out, automatically verifying and associating a device's phone number with every Google account signed in on that phone, including secondary and work accounts. Android Authority reports: As spotted in a recent Reddit thread, users report receiving confirmation emails out of the blue from "noreply-phone-verification@google.com" stating that their phone number has been verified. The feature, known in Google settings as "Phone number verification," links your active phone number across all Google accounts signed in on the same phone, including secondary profiles, work accounts, and throwaway handles. Google's support documentation has long noted that it periodically re-verifies your device's phone number to keep communication and recovery features up to date. However, this support page was updated sometime between August and October 2025 to add this rather aggressive behavior of turning on phone number verification by default, as well as adding all phone numbers to all Google accounts signed in on the device. To disable automatic phone number verification on Android, open your phone's Settings app, tap Google, and select the All Services tab. Under Privacy & Security, find Phone number verification and turn off Verify phone numbers automatically. "[T]urning off the phone number verification toggle only prevents future linking," notes the report. "If Google has already attached your number across secondary accounts, you will need to open your Google Account Personal Info page, head to Contact info > Phone, and manually remove the number from each profile where it doesn't belong." Is this conversation helpful so far?

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Google Launches Flagship AI Model Gemini 4 Argon

An anonymous reader quotes a report from Reuters: Alphabet's Google on Wednesday released its flagship AI model Gemini 4 Argon to developers and businesses worldwide, seeking to regain ground against rivals OpenAI and Anthropic after months of delays and a leadership shakeup at its DeepMind lab. The model excels at "deep work" on complex, multi-step tasks in coding, finance, law, cybersecurity and science, Google said. API pricing at launch starts at $2 per million input tokens and $10 per million output tokens, with rates set to double after November 30. [...] Argon is available to paying customers through the company's AI application building tools. Google AI Pro and Ultra subscribers can access it through the Gemini app and AI Mode in Search, while the Antigravity coding tool is limited to Ultra subscribers. Teams using Argon in Antigravity increased agentic code submissions by more than 35%, while reducing code rollbacks by nearly a third, Google said. Google also announced the expansion of its Fairwind Program to hundreds of additional partners. "The program gives vetted cybersecurity defenders a version of Argon without its cyber guardrails," reports Reuters. "In September, the company had said it was providing the model to select cybersecurity partners."

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Google's Fitbit Edge Debuts a Replaceable Battery, Brings Back the Screen

Google has introduced the $179 Fitbit Edge, a new fitness tracker with a 1.34-inch OLED display, built-in GPS, ECG support, week-long battery life, and Fitbit's first user-replaceable battery. "And unlike the Pixel Watch, it's compatible with Android and iPhones via the Google Health app," reports Wired. From the report: The Edge has a user-replaceable battery, a Fitbit first, aligning with Google's efforts to make its Pixel Watch more repairable. (Likely also due to new battery regulations set to take effect next year in the European Union.) Repair options will vary by region and availability. If you find the Pixel Watch's round face too bulky, the Edge's capsule-shaped alternative might suit smaller wrists better. If the Charge 6's 1.04-inch display was too small, the Edge upgrades it to a larger 1.34-inch screen. The difference is noticeable, and that extra real estate could make a real impact when glancing at your metrics mid-workout. The Edge borrows a few more attributes from the Pixel Watch, including an altimeter that uses atmospheric pressure to measure elevation changes. That means it can record elevation gain and loss during outdoor activities, track floors climbed, and add more context to your outdoor stats. It also has a far-field skin temperature sensor, replacing the standard device temperature sensor found in other Fitbits. By bringing some of the Pixel Watch's more advanced hardware to a fitness-first wearable, Google is giving the Edge a compelling middle-ground position in its lineup at a Fitbit-friendly price. The Edge inherits the Fitbit Air's improvements while restoring several Charge 6 features the screenless tracker lacks, including built-in GPS and electrical sensors that work with the electrocardiogram (ECG) app. You can also control music playback on a connected Bluetooth device, as you could with the Charge 6, and Google Maps turn-by-turn directions will arrive later this year. [...] With a Google Health Premium subscription, the Edge can track blood pressure trends without manual calibration and insulin resistance trends without requiring a blood draw. Google first announced these capabilities alongside the Pixel Watch 5's debut, but they only became available at the end of September. They're also available on the Air, keeping Google's screenless tracker up to date as its lineup expands.

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