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  1. Google Gemini: A Multi-Channel US AI Monetization Playbook

    Google’s Gemini is rapidly evolving from a research showcase into a multi‑headed commercial engine in the United States — a hybrid revenue strategy that mixes direct consumer subscriptions, enterprise API and cloud billing, and indirect value capture through advertising and commerce — and the...
  2. Google takes surprise $500M charge over DOJ ad investigation

    Google’s Form 10-Q filing with the Securities and Exchange Commission, Link Removed, contains an unexpected $500 million charge for the first quarter that wasn’t reported in the company’s quarterly results. The filing says the charge was taken this month, and applied to the quarter ended...