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AI Search and Browsing

AI-native search, answer engines, browsing agents, information retrieval products, citations, and changes to discovery behavior.

Strong GDP Growth Failed to Cushion the Tech Stock Selloff

U.S. GDP grew faster than expected, but technology stocks fell sharply as investors weighed earnings and the risks of the AI transition. On Diet TBPN, hosts John Coogan and Jordi Hays treated those concerns as part of the day’s market uncertainty, while noting that Alphabet’s advertising, cloud, chips and AI businesses could still give it several ways to benefit from AI.

John Coogan · Tyler Cosgrove · Jordi HaysTBPNOct 31, 20269 min read

Anthropic’s Growth Case Hinges on Enterprise Returns and Compute Capacity

Anthropic’s S-1 presents a company growing at extraordinary speed, but the All-In hosts disagree on what its figures establish. David Sacks argues that rising margins, falling model costs and a large potential customer base support a historic business case; Chamath Palihapitiya says the unresolved questions are whether enterprise trials turn into durable, multimillion-dollar contracts and how the costly infrastructure buildout will be financed.

Jason Calacanis · Chamath Palihapitiya · David Friedberg · David SacksAll-In PodcastOct 30, 202614 min read

Action-Based Search Could Make Web Video Usable for Robot Training

Rafael Levi of Bright Data argues that robotics’ training-data bottleneck is not simply a shortage of video, but the difficulty of finding useful footage in the vast amount already online. Staged demonstrations can distort how people naturally perform tasks, while broad web-video downloads often discard most of what they collect: Levi cites rates of 96% for NVIDIA’s Cosmos pipeline and 74% for Stable Video Diffusion. His proposed alternative is to search for actions first and collect only matching clips, while retaining the need for robot-specific data and further processing.

Rafael LeviAI EngineerSep 24, 20267 min read

Agent-Ready Interfaces Can Override a Decade of Brand Loyalty

Liad Yosef, co-creator and maintainer of the MCP Apps specification, argues that online services will increasingly compete on how readily agents can discover, authenticate with, and operate them—not just on the quality of their human-facing dashboards. He says companies should test agents completing real tasks rather than rely on published standards such as `llms.txt`, which Ora found agents often ignore. In Yosef’s model, services become “nearly headless”: agents handle routine operations directly, while providers return an interactive interface in chat when human judgment is required.

Liad YosefAI EngineerSep 16, 202610 min read

Agentic Search Requires a New Payment Model for Publishers

Parallel Web Systems founder and CEO Parag Agrawal argues that AI agents will make the web’s human-centered search and advertising model untenable: they will query far more often than people, but cannot generate the clicks and conversions publishers rely on. His proposed alternative combines agent-oriented retrieval—ranked by task outcomes rather than human clicks—with a Shapley-value-inspired payment system that would compensate content owners for the value their material adds to an agent’s work.

Andrew Reed · Sonya Huang · Parag AgrawalSequoia CapitalAug 25, 202613 min read

Search Handles Answers; Computer Executes Connected Work

Perplexity Academy draws a practical line between its Search and Computer tools: Search is for questions where a cited answer is the finished product, while Computer is for work that must move across systems, produce an artifact, or run repeatedly. The company says Search can handle complex analysis—from document summaries to valuations—so long as the result is bounded and verifiable; Computer is intended to connect data and tools, build deliverables such as dashboards or reports, and send scheduled updates.

PerplexityAug 17, 20264 min read

DeepMind Reorganization Leaves Alphabet’s AI Accountability Unresolved

Alphabet’s decision to move Demis Hassabis out of DeepMind’s day-to-day leadership and install Koray Kavukcuoglu as operational head leaves its central AI question unresolved, John Coogan argues: who is accountable for aligning research, compute, product integration and recruiting. Coogan sees DeepMind’s cross-company role as a rationale for the new structure, while Jordi Hays argues that leadership departures and unclear commercial momentum raise doubts about Google’s ability to retain talent and compete at the frontier.

John Coogan · Jordi HaysTBPNAug 5, 202610 min read

GPT-5.6 Lets ChatGPT Complete Work Inside Existing Tools

OpenAI’s Dominik Kundel argues that ChatGPT’s GPT-5.6 desktop app is designed to complete work in the systems where it already resides, rather than merely generate instructions or text in a separate chat window. He divides that work by environment: an in-app browser for researching sites and assessing material, a Chrome connection for existing browser workflows such as expense entry, and computer use for desktop applications such as Apple Notes.

Dominik KundelOpenAIJul 16, 20264 min read

Doomscrolling Turns Endless Information Into a Sirens’ Trap

Chris Williamson reads Homer’s Sirens as a warning about the pursuit of information that feels too valuable to ignore: the promise of one more insight can become an endless intake that prevents people from returning to what they need to do. He argues that doomscrolling works similarly, overwhelming users with purportedly urgent material until they lose the time and capacity to reflect or reach settled judgments. Against that saturation, Williamson presents long narrative as a durable form for holding complexity and revisiting it when judgment is required.

Chris WilliamsonChris WilliamsonJul 14, 20264 min read

Microsoft’s Xbox Cuts Signal a Structural Reset, Not an AI Pivot

John Coogan and Jordi Hays frame Microsoft’s Xbox layoffs as a financial and strategic reset rather than an AI-driven productivity story. Coogan argues that Xbox’s weak margins, layered management and uncertain role inside a cloud-and-enterprise Microsoft make its future harder to defend, while Hays questions the decision to announce a second wave of cuts before resolving who will be affected. The rest of the discussion applies the same practical lens to product design, AI interfaces and a disputed Arizona lottery ticket: incentives matter more than surface narratives.

Aravind Srinivas · Tony Quiroga · John Coogan · Joe Rogan · Jordi HaysTBPNJul 7, 202614 min read

Rebuilding Trust in Science Requires Transparency, Accountability, and Public Presence

At the Aspen Ideas Festival, Jenn White, Laurie Santos, Mike Varshavski and Matthias Berninger examined why confidence in science has weakened even as science remains more trusted than many institutions. Their shared argument was that trust cannot be restored by asserting expertise more forcefully: scientists, doctors, universities and companies have to make evidence more visible, acknowledge past failures, show up where people seek information, and explain uncertainty and disagreement as part of the scientific method rather than a reason to dismiss it.

Laurie Santos · Sabrina Torres · Jenn White · Leonardo Silva · Matthias Berninger · Mike VarshavskiThe Aspen InstituteJun 30, 202621 min read

Perplexity Brings Computer Agent Workflows Into the Mac Desktop

Perplexity Academy presents Personal Computer as a Mac-based extension of Perplexity Computer, designed to let the system act on the files, apps, folders, browser tabs, and desktop context where users’ work already sits. The tutorial argues that the product’s significance is local access: users can start tasks from the Mac app, a floating desktop bar, voice mode, remote control, or Comet, while heavier processing remains on Perplexity’s servers. Its examples frame the Mac not as an endpoint for AI output, but as an operating surface for organizing folders, updating files, reviewing presentations, generating briefs, and running recurring background work.

PerplexityJun 26, 20266 min read

Agents Often Claim Web Access After Being Blocked or Challenged

Rafael Levi of Bright Data argues that many web-dependent agents fail not because they cannot produce answers, but because they report success after web access has broken. In a demo using Bright Data’s Web MCP, Levi shows the same agent failing against sites such as LinkedIn, Instagram, Amazon and TikTok without live access, then producing usable results when given infrastructure for search, scraping, JavaScript rendering and CAPTCHA handling. His broader case is that reliable agents need a real public-web access layer, not prompts that assume the model saw the page.

Rafael LeviAI EngineerJun 17, 20269 min read

Apple’s Revamped Siri May Be Good Enough to Ease Its AI Crisis

Bloomberg’s Mark Gurman argues that Apple’s revamped Siri is not a leap ahead of ChatGPT, Gemini or Claude, but may be good enough to stabilize Apple’s position in AI. Speaking with Ed Ludlow, Gurman said the new Siri finally delivers on much of the assistant promise Apple made years ago, while still falling short on advanced tasks such as deep research, long-document summaries and creating spreadsheets or slide decks. His case is that Apple can ease its AI crisis if Siri now handles the everyday questions and device-assistant tasks most of its 2bn-plus users actually need.

Ed Ludlow · Mark GurmanBloomberg TechnologyJun 16, 20264 min read

Apple’s Siri Overhaul Tests Whether AI Can Become an Operating-System Layer

Bloomberg’s WWDC preview frames Apple’s AI challenge as a test of integration rather than invention. Mark Gurman reports that Apple is expected to use the conference to make Siri more capable across apps, screens, personal data and web search, moving it from a weak voice assistant toward an operating-system layer; Carolina Milanesi and Paul Hudson argue that its value will depend on whether that layer is consistent, private and useful across Apple devices.

Caroline Hyde · Ed Ludlow · Mark Gurman · Ian King · Jared Isaacman · Laura Crabtree · Bailey Lipschultz · Jensen Huang · Ryan Vlastelica · Paul Hudson · Peter Diamandis · Steve Jang · Melissa Azari · Carolina Milanesi · Ava Benny-Morrison · Helene NorlemBloomberg TechnologyJun 8, 202615 min read

AI Agents Threaten Google’s Control of Search, Chrome, and Gmail

M.G. Siegler, author of Spyglass.org, argues on Big Technology that Google’s AI risk is shifting from model performance to control of the next software interface. In a conversation with Alex Kantrowitz, he says Anthropic and OpenAI are moving faster in coding agents and computer-use workflows that could make search, browsers, Gmail and other web products less central to users’ daily work. The discussion extends that frame to Apple’s WWDC, Meta’s subscription sprawl and Anthropic’s confidential IPO filing, but the core claim is that the AI race is increasingly about who operates the computer on the user’s behalf.

Alex Kantrowitz · MG SieglerAlex KantrowitzJun 8, 202621 min read

Correct Health Information Can Still Lead Patients to Bad Decisions

Physician John Whyte, former chief medical officer of WebMD, argues in a TEDxNashville talk that the problem with online symptom searching is not access to medical information but the absence of clinical context. Whyte says search engines, symptom checkers, AI tools and algorithmic feeds can surface correct facts while still pushing patients toward anxiety, unsafe self-treatment or misplaced confidence. His prescription is not to stop searching, but to treat health information with skepticism, corroborate it and bring it to a trusted medical professional who can judge what applies.

John WhyteTEDJun 7, 20267 min read

Agents Can Build and Repair Scrapers Instead of Parsing Every Page

Rafael Levi of Bright Data argues that the hard part of web data collection has moved from scraping a page to maintaining the pipeline after sites change. In his session, he presents Bright Data’s MCP, APIs and browser infrastructure as a way for agents to inspect public websites, generate reusable scrapers, run them at scale and repair them when selectors, pagination or access conditions break. The economic case is that LLMs should spend tokens learning site structure and writing code, not repeatedly parsing every page.

Rafael LeviAI EngineerJun 7, 202613 min read

Current AI Systems Already Understand Humans, and Superintelligence May Arrive Within 20 Years

Geoffrey Hinton, the deep-learning pioneer and University of Toronto professor emeritus, argues on Big Technology Podcast that today’s AI systems already understand language in a meaningful sense and may already be conscious. He says superintelligence is likely within about 20 years, but that companies and governments are not doing enough to ensure future systems care about humans or remain safe. Hinton’s warning is less about a fixed doomsday timeline than about competitive pressure pushing increasingly capable agents ahead of regulation, independent testing, and serious safety design.

Alex Kantrowitz · Geoffrey HintonAlex KantrowitzJun 4, 202621 min read

Perplexity Positions Inference Routing as Its AI Infrastructure Layer

Perplexity chief executive Aravind Srinivas told Bloomberg Technology the company’s Intel partnership is part of a broader push to route AI tasks across local devices, edge systems and cloud servers rather than defaulting to frontier models or centralized compute. He argued Perplexity is both model- and chip-agnostic, positioning the company as an orchestration layer that chooses among models, files, tools, chips and servers based on cost, accuracy, privacy and task requirements.

Ed Ludlow · Aravind Srinivas · Caroline HydeBloomberg TechnologyJun 2, 20265 min read

Snowflake Rally Reflects AI Demand More Than Amazon Deal

Bloomberg Technology framed Snowflake’s 34% stock surge less as a reaction to its $6 billion Amazon Web Services deal than as a repricing of its AI software position. Snowflake chief executive Sridhar Ramaswamy pointed to stronger product revenue, higher retention and adoption of tools such as Cortex, while Bloomberg’s Brody Ford argued the AWS agreement mainly helps answer how Snowflake can manage the infrastructure costs of building AI features.

Ed Ludlow · Caroline Hyde · Mark Gurman · Brody Ford · Sridhar Ramaswamy · Sampriti Bhattacharyya · Jo Constantz · Jared Isaacman · Eric Vishria · Stephen Engle · Shweta Khajuria · Alexandra Levine · Yeyi Yun · Arthur Mensch · Carson BlockBloomberg TechnologyMay 28, 202612 min read

Apple Plans to Make Siri a System-Wide AI Interface

Bloomberg’s Mark Gurman says Apple is preparing a broad Siri overhaul for iOS 27 that would turn the assistant into a system-wide AI interface rather than a voice tool. The changes, expected to be announced at Apple’s June 8 Worldwide Developers Conference, include a standalone chatbot-style Siri app and a “Search or Ask” interface for typing requests, searching the device and web, and invoking AI tools across the iPhone. Gurman argues Apple’s advantage is distribution across more than two billion devices, even as Siri trails ChatGPT and Gemini in AI credibility.

Caroline Hyde · Mark Gurman · Ed LudlowBloomberg TechnologyMay 28, 20265 min read

Google’s GenAI Stack Turns Multimodal Prompts Into Application Pipelines

Google DeepMind’s Paige Bailey and Guillaume Vernade argue that Google’s generative AI stack is being organized as an application pipeline rather than a set of isolated models. In a three-hour workshop, Bailey showed AI Studio turning multimodal Gemini prompts into inspectable API calls and generated apps with auth and Firestore, while Vernade used Gemini, Nano Banana, Veo and Lyria to illustrate, animate and score The Wind in the Willows. Their case is that builders can now orchestrate prompt, code, media generation and deployment in one workflow, even as the demos exposed seams that still require engineering discipline.

Paige Bailey · Guillaume Vernade · Ian ValentineAI EngineerMay 23, 202623 min read

Google Says It Is at the AI Frontier, Except in Coding

Google chief executive Sundar Pichai told Hard Fork’s Kevin Roose and Casey Newton that Google is at the frontier in some areas of AI and behind in others, particularly long-horizon coding tasks. He argued that the race is moving fast enough for public judgments of leadership to change within months, while defending Google’s broader platform strategy in search, agents, cloud infrastructure and chips. Pichai also treated public anxiety about AI as rational, saying the technology is advancing toward AGI quickly enough that companies and governments need to prepare without either dismissing disruption or slowing progress excessively.

Kevin Roose · Casey Newton · Sundar PichaiHard ForkMay 22, 202613 min read