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New measles case confirmed in Wisconsin, health officials say
The Wisconsin Department of Health Services (DHS) and Richland County Health and Human Services are working together to identity and directly notify people who may have been exposed to the virus after the case was confirmed on Tuesday.
Toy Story 5, Backrooms and The Breadwinner Vie to Become the Second Biggest Film This Year...
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Often, people blame “data” for ruining Hollywood, when I’d argue that hype (which can often be debunked by data) is often worse, as you can see in these two headlines. To use a common meme, here’s how it started: and how it’s going: Earlier this year, I read countless (and I mean countless) articles (in almost every mainstream media outlet) about how Heated Rivalry was a huge hit and that it “heated” interest in hockey. But Heated Rivalry wasn’t a huge viewership hit compared to the hype: [ ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) [ You Can’t Eat Buzz…Did Heated Rivalry’s Buzz Translate into Actual Viewership? ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) Entertainment Strategy Guy · Jan 22 [ Read full story ](https://entertainment.substack.com/p/you-cant-eat-buzzdid-heated-rivalrys) In this case, the hype (Heated Rivalry is really popular) belied the data (It didn’t make the top ten charts, meaning it wasn’t a huge hit.1) Even worse, every time I write about this, I get a lot of negative feedback, hence why I only sparingly mention the show these days or add lots of caveats when I write about it, but this just further cements the hype. But companies, and the executives leading them, have to determine strategy based on reality, not media coverage. The NHL committed real marketing dollars to a campaign that didn’t work. Sure enough, the latest NHL season opened to under a million viewers. At some point, you have to focus on what the data says, because real dollars are at stake. And that’s why we have the Streaming Ratings Report! To provide and analyze cold, hard data. Luckily, this week, I can be positive and take a look at a huge opening on streaming, along with a very buzzy horror film that customers kind of like, but don’t really love. And a comedy that tried to rebound on streaming. Today, I’m covering two weeks—21-Sep and 28-Sep—so we have a lot to discuss (nearly 5,000 words worth), including a series of film misses for Netflix, another argument for weekly-released TV shows on streaming, another sitcom tries to avoid the comedy curse, Netflix has two new game shows (one powered by AI), Reacher falling off the charts after a huge run, Prime Video tries its hands at the romcom game**,** a look at the WNBA’s big season, a big night for the VMAs on CBS and MTV, all the flops, bombs and misses, and a whole lot more. (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of September 14th to October 4th, 2026. You can find a link to my terminology here.) Subscribe Film - Two Hits and a Miss Come to Streaming… Three very interesting films came to streaming in one week, and I like comparing them since they show the range of theatrical films. One was a huge blockbuster, one was popular, and one was neither. One is a horror film, a buzzy genre; one is a comedy, a struggling genre; and one is an animated family film, the king of the box office. One went to a tiny streamer (HBO Max), one went to a second-tier streamer (Disney+), and one went to the biggest (Netflix). So… If you just went by box office, you’d expect Backrooms—the $197 million grosser, and partner of Obsession for “YouTube Horror Summer”—to dominate on streaming. If you read this report, though, you know that horror films don’t do great on streaming, and that’s the case again. Backrooms opened at 3.8 million hours according to Nielsen, and had 3.9 million hours in its second week. Here’s how that stacks up to other HBO Max films: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… ...why I don’t buy Backrooms budget… …two new games shows arrive on streaming… …another sitcom struggles… ...another argument for putting out shows weekly on Netflix... ...and a whole lot more, nearly 5,000 words more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue. Coming Soon! Next week, I’ll be taking a look at the eighth season of Hulu’s The Kardashians, answering the question: will this show ever make the charts? If Mormon wives can make it, surely one of social media’s most popular families can as well. Also, Prime Video has a new horror show based on popular IP, Carrie, Netflix has a horror show starring Josh Hartnett, Below, and Apple TV has a UK import, Small Prophets. Plus a bunch of movies like Disclosure Day heading to Peacock, The Housemaid coming to HBO Max, Ben Affleck’s latest on Apple TV, Animals, and Matchbox the Movie on Apple TV, a John Cena action comedy inspired by Hasbro’s toy cars. The week after is even busier! I’ll look at another IP-based horror show, Crystal Lake, a new MCU show on Disney+, VisionQuest, season two of The Lowdown on FX/Hulu, the fourth seasons of The Diplomat on Netflix and Tulsa King on Paramount+, another season of Love is Blind, and four straight-to-streaming films: Netflix’s Sacrifice (starring Chris Evens, Anya-Taylor-Joy, Vincent Cassel, John Malkovich, Salma Hayek. Charlie XCX), Apple TV’s Tenzing (starring Tom Hiddleston and Willem Defoe), Prime Video’s Love of Your Life (Margaret Qualley) and Masterplan (Stanley Tucci) and a whole lot more, somehow. Long term, here’s some huge IP news: a Game of Thrones movie is coming to theaters, Game of Thrones: Aegon’s Conquest in 2029, while Jon Watts (who helmed three of the most recent Spider-Man movies) is directing the next Star Wars trilogy, to be written by Simon Kinberg. I’m cautiously optimistic for both. It feels obvious to say that making good movies matters, but for bets this big (Star Wars is on a swoon, Game of Thrones hasn’t been to theaters yet), the quality has to be there.
Vikings Face Criticism Over J.J. McCarthy From Unexpected Voice
Barstool Sports owner and Michigan alum Dave Portnoy went to bat for former Minnesota Vikings and current New York Giants quarterback J.J. McCarthy. Portnoy spoke out about McCarthy’s time at the Vikings, as the latter made his debut with the Giants. McCarthy stepped in for Jameis Winston in the Giants’ game against the New Orleans […] The post Vikings Face Criticism Over J.J. McCarthy From Unexpected Voice appeared first on HEAVY.
How to Vote in the 2026 Midterms: A State-by-State Guide
Early voting is underway in many states ahead of the 2026 midterm elections. While the general election is on Tuesday, Nov. 3, millions of people have already cast their ballots. Because states run the federal elections, voter registration deadlines, early voting schedules and absentee ballot rules ...
Orange County Public Schools rejects health insurance proposal
For the time being, Orange County school leaders have rejected a plan to end a dispute over teachers' health insurance.
Healthcare on the trail in Arizona
The signature Republican reconciliation bill is playing a starring role in Arizona Democratic messaging two weeks out from the midterms.
United misses estimates, squeezed by soaring jet fuel costs
High fuel costs threaten to overwhelm the benefits for U.S. airlines of higher fares and robust spending by wealthier travelers.
Is Mold in Coffee a Real Problem? Here Is What the Science Says Before You Panic
Is mold in your morning coffee actually a problem? Food scientists say probably not and here is why.
Isaac Paredes offers the Yankees a better kind of contact
Eighty-eight strikeouts in 659 plate appearances caught my attention before the 25 home runs did. If the Yankees are going […]
Man arrested for Miami Beach business burglaries, police say
A 57-year-old man is facing felony charges after police said he was responsible for two restaurant burglaries in Miami Beach, including one covered by Local 10 News.
Ghilardi: “I’m trying to play with more consistency.”
He plays little, but when he does, he’s always among the best. Ghilardi—even today—proved he’s worthy of playing for this Roma side. He defends, attacks, and even creates assists. He even scor...
Detroit Pistons Stun Celtics With Epic Fourth Quarter Comeback
Detroit Pistons overcome a 22-point deficit with a stunning 23-0 fourth-quarter run to beat the Boston Celtics 121-113 in their 2026-27 season opener.
October 22 Vallejo/Vacaville Arts-Entertainment Source: Faces and Places
“Building APAPA with you has been one of the greatest honors of our lives. We are proud of these past 25 years, and we are excited to see what this generation and future generations will do next,” C.C. Yin proudly said.
Augusta gets $305K grant for firefighter mental health, cancer screening
The Augusta Fire Department has secured more than $305,000 to expand mental health support and launch advanced cancer screening for its firefighters.
Tracy McGrady strikes two-year partnership with NBC Sports
Five months ago, Tracy McGrady wasn’t sure NBC wanted him back for a second season, and now the network is effectively going into business with him. In an exclusive interview with The Athletic’s Jerry Brewer published Tuesday, McGrady unveiled a two-year strategic partnership with NBC Sports that puts his Ones Basketball League games on Peacock,…
Athens High School students pitch business ideas in Shark Tank competition
Students are putting their sales skills to the test with Athens High School’s annual Shark Tank competition.
Cam Heyward Once Again Elected to Esteemed Post for Steelers
The Pittsburgh Steelers have elected Cam Heyward as their NFL Players Association player representative, per source. Outside linebacker Alex Highsmith, […]
DDA Launches Downtown Business Banner Program
DDA Launches Downtown Business Banner Program The Trenton Downtown Development Authority is giving local businesses a new opportunity to put their name on display in downtown Trenton. The DDA’s Downtown Banner Program will allow businesses to have their name displayed on a downtown banner for […]
OCPS rejects compromise on teacher health insurance ahead of school board hearing
Orange County Public Schools rejected on Tuesday a compromise on health insurance costs meant to break a months-long contract dispute between the district and its teachers union, saying that a special...
Eric Dane’s ‘Euphoria’ costar is narrating audiobook for his posthumous memoir
The audiobook version of Eric Dane’s posthumous memoir will feature narration from one of his ‘Euphoria’ costars.
Hickory Tavern Announces New Daily Specials and Refreshed Entertainment Calendar
With football season in full swing, Hickory Tavern, the modern American tavern and neighborhood gathering spot with 16 locations across North and South Carolina, has introduced new daily food and drin...
Packers OC Makes Feelings Clear on Josh Jacobs Return
Green Bay Packers OC Adam Stenavich didn't mince words when asked about RB Josh Jacobs' return. The post Packers OC Makes Feelings Clear on Josh Jacobs Return appeared first on HEAVY.
Round Rock City Council to consider incentive for semiconductor industry business
City of Round Rock officials will vote on an economic development agreement supporting an expansion of PulseForge during their Oct. 22 meeting.
Billy Napier and JMU's formula for success
JMU is the only 7-0 squad in the FBS through seven weeks.
TENNESSEE VOLS FOOTBALL: Neyland hits 130 decibels in Alabama game
The Neyland Effect was full tilt during Tennessee's 26-10 victory over Alabama on the Third Saturday in October.
‘Wildwood’ review: Laika’s stunningly animated epic is a visual wonder
"Wildwood," the latest release from stop-motion studio Laika, shines bright visually. Its story, though, is quite a bit darker, writes our reviewer.
Eagles roster moves include 4 running back transactions
Lots of movement in the backfield.
Experts Reveal How MS Can Be Misdiagnosed Amid Christina Applegate’s Surprising Health Update
Christina Applegate is searching for answers after learning that she was misdiagnosed with multiple sclerosis (MS) five years ago — and medical experts say several conditions can be mistaken for MS, m...
Seniors Left Waiting as Treatment Bill Faces Uphill Climb
This is an exclusive BHB+ story. Many adult seniors have been locked out of accessing residential addiction treatment for the sector's entire
Seniors Left Waiting as Treatment Bill Faces Uphill Climb
This is an exclusive BHB+ story. Many adult seniors have been locked out of accessing residential addiction treatment for the sector's entire
How the Trump administration’s crackdown on international students could affect the economy
A new proposed $70,000 fee for international students who are seeking to work in the U.S. after graduation is the latest Trump administration policy targeting scholars from abroad.
Michigan State basketball forward Cam Ward to play vs. UConn
Michigan State forward Cam Ward set to play in exhibition vs. UConn
Frost: UCF Has 'Awesome Opportunity' Against No. 2 BYU
Coming off a crucial bye week, the Knights look to upend the surging Cougars in a historic Homecoming clash featuring potential quarterback returns and defensive reinforcements.
Opry Entertainment Group to retire General Jackson Showboat after 41 years
Opry Entertainment Group has decided to close down the General Jackson Showboat at the end of 2026. It's been a Nashville gem for 41 years.
Orange County Public Schools rejects salary and health insurance recommendations
OCPS said declining enrollment and what it described as insufficient state funding have put additional pressure on its budget
Boeing 737 Max 10 lands long-awaited FAA certification
The Federal Aviation Administration on Tuesday certified Boeing’s largest Max variant, the 737 Max 10, after years of manufacturing and regulatory hurdles. The FAA’s decision clears the way for Boeing
Northwestern's Robert Fitzgerald Earns Multiple All-American Honors
Northwestern safety Robert Fitzgerald earns first-team midseason All-American honors from On3 and AP as the Wildcats await their defensive leader's return from injury.
October 22 Vallejo/Vacaville Arts-Entertainment Sources: Activities
The Broadway musical Little Shop of Horrors plays through the weekend at the Bay Area Stage Theatre.
MSG Sports is splitting the Knicks and Rangers into two stocks, and history says spin-offs tend to beat IPOs
As the Knicks raise their first championship banner in 53 years, MSG Sports is spinning off the Rangers, giving investors a chance to own one team, both or neither.
How Democrats Might – or Might Not
Just a few months ago, it didn’t look feasible for Democrats to flip control of the U.S. Senate. Now it’s a real possibility – and this is how the party could get there. It’s all about the math. Today, Republicans control the chamber, 53-47. If Democrats can hold all four of their vulnerable seats,
“Crystal Lake” showrunner complains about not showing nudity: ‘That’s America’
“You can give the kids the violence, but God forbid they see some breasts.”
USA TODAY Sports Super 10 Georgia high school flag football rankings, Week 5
There was little movement in Georgia's flag football rankings this week. See which teams are in this week's Super 10 rankings.
PHP RCE Zero-Days CVE-2026-109618, CVE-2026-109619 Leak Early
CVE-2026-109618 and CVE-2026-109619: watchTowr confirms leaked CVSS 10 PHP RCE zero-days. Patches due October 22; only PHP 8 gets fixes.
Yankees 'balance and lengthen' lineup with this 1 offseason move
The Yankees could use another slugger alongside Aaron Judge.
Your Huddle subscription just got an upgrade
Your account now features complete access to our newest fantasy tools.
Movers & Shakers
Here’s a look at this week’s Movers & Shakers.
New travel book spotlights restaurants across the state
For anyone looking to explore the region or take a trip up north, a newly released book could serve as the travel guide for some of the most unique food
Jason Segel, Kayla Radomski marry at SoCal's Huntington
Actor Jason Segel and dancer Kayla Radomski are husband and wife. The pair celebrated their marriage at SoCal's sprawling Huntington in San Marino.
Antonio Miguel Cardoso to Leave Olympiacos
Olympiacos have severed ties with their football director, Antonio Miguel Cardoso, following an intense transfer window.
$5 Million in Maternal Health Research Funding to Support Projects Aimed at Improving Outcomes for Native Mothers
Overview: The University of Oklahoma has received more than $5 million in federal funding for maternal health research, including projects focused on improving outcomes for American Indian and Alaska Native mothers through culturally responsive care, technology and traditional food systems. The University of Oklahoma’s Fran and Earl Ziegler College of Nursing has received more than […]
$5 Million in Maternal Health Research Funding to Support Projects Aimed at Improving Outcomes for Native Mothers
The University of Oklahoma’s Fran and Earl Ziegler College of Nursing has received more than $5 million for maternal health research, including work aimed at improving outcomes for American Indian and...
Guardians' Steven Kwan Named Trade Candidate For AL East Team
The trade rumors around Guardians outfielder Steven Kwan have started up again.
Idealab’s Bill Gross thinks AI could help launch 1 million new businesses, making up for any job losses it causes
The Idealab CEO thinks AI-powered entrepreneurship could compensate for any job losses AI causes
EA Sports Announces Return of 'Fight Night' Boxing Video Game, 'The Fight Is Never Over'
Retro gaming fans were given a treat on Tuesday.
Milwaukee Bucks sign Pete Nance on a two-way contract
The Milwaukee Bucks rounded out their 2026-27 regular season roster by signing Pete Nance to a two-way deal.
Sen. Banks among politicians receiving ‘potentially hazardous’ letters under investigation by FBI
Indiana Senator Jim Banks (R) reportedly received suspicious mail as federal authorities investigate a string of such instances involving politicians nationwide.
JPMorgan Chase & Co. Has Lowered Expectations for Flutter Entertainment (NYSE:FLUT) Stock Price
JPMorgan Chase & Co. decreased their price target on Flutter Entertainment from $114.00 to $110.00 and set a "neutral" rating on the stock in a research note on Tuesday.
‘High Potential’ star Matthew Lamb, 14, reveals his mother died: ‘Still doesn’t feel real’
‘High Potential’ star Matthew Lamb, 14, shared a heartbreaking message announcing the death of his mother: ‘There’s so much she is going to miss in my life.’
WATCH: Conversations on how Formula 1 is transforming business, technology, media and culture during Grand Prix Week in Austin, Texas.
On October 22 at 6:50pm CT, tune in to conversations on the business of Formula 1, the technology redefining competition and the sport's growing influence across media and culture during Grand Prix race week in Austin, Texas.
Alex Anthopoulos Opens Up on Future of Braves' Coaching Staff
The Braves' top baseball executive explained how he is thinking about the coaches who worked under Walt Weiss this year.
Reds Executive Has Message as Popular Tour Returns in 2027
The Savannah Bananas are coming back to Great American Ball Park for a third straight summer.
Groundbreaking to expand healthcare options in Folsom
Golden shovels and a lighted Folsom sign highlighted the ceremonial groundbreaking of a new comprehensive care center under construction in Folsom.
Iowa politics: KCCI's coverage of Rob Sand's campaign for governor
Here you can find KCCI's coverage of Rob Sand's campaign and the race for Iowa's governorship.
Bruins to Host Hockey Fights Cancer Night, Presented by Beth Israel Lahey Health, on October 22
The Boston Bruins will host Hockey Fights Cancer Night, presented by Beth Israel Lahey Health (BILH), on Thursday, October 22, during their home game against the Nashville Predators at 7 p.m. at TD Garden. Now in its 28th season, Hockey Fights Cancer is a joint initiative of the NHL and
PENN Entertainment (NASDAQ:PENN) Stock Price Target Lowered at JPMorgan Chase & Co.
JPMorgan Chase & Co. lowered their price objective on shares of PENN Entertainment from $27.00 to $24.00 and set an "overweight" rating on the stock in a research report on Tuesday.
Dan Campbell Delivers Encouraging Kerby Joseph Injury Update
Dan Campbell says he expects Kerby Joseph to play for the Detroit Lions this season, but the All-Pro safety still has no return timeline.
Stocks try for back-to-back gains — plus, Qnity gets iPhone business from Apple
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
North Carolina flag football rankings: USA TODAY Sports Super 10, Week 7
As flag football season continues in North Carolina, these teams sit atop this week’s Super 10 rankings.
Could Reds Snag Outfielder From Division Rival?
The Cincinnati Reds might have an opportunity at improving their defense.
Bam Knight has big day in Arizona Cardinals win over Rams
Bam Knight had a big game for the Cardinals on Sunday.
Joe Burrow leads NFL in key PFF passing category
Joe Burrow’s accuracy on intermediate throws stands out among the NFL’s best through Cincinnati’s first five games.
Bucs K McLaughlin Makes NFL History in Week 6 Loss
The Tampa Bay Buccaneers have enjoyed some consistent placekicking from Chase McLaughlin since signing the journeyman back in 2023. On Sunday, he etched his name further in the all-time NFL record books.
Bucs K McLaughlin Makes NFL History in Week 6 Loss
The Tampa Bay Buccaneers have enjoyed some consistent placekicking from Chase McLaughlin since signing the journeyman back in 2023. On Sunday, he etched his name further in the all-time NFL record books.
Jay-Z, U2 and ‘Star Wars' headline NFL's next big entertainment events
U2 will headline the NFL's first Thanksgiving Eve halftime show, while Jay-Z is reportedly set for Super Bowl LXI and a "Star Wars" alternate broadcast will recreate the game in animation.
Longtime Meta policy head Joel Kaplan is leaving
Joel Kaplan, Meta's chief global affairs officer and a key bridge to Trump, will leave after the midterms and a transition period.
Walbridge seals deal to remain downtown and expand into a much larger office
It’s official: Walbridge Group is moving its headquarters — and they’re staying downtown.
Sundar Pichai: Google’s Frontier Imperative, Compute Scarcity Dilemmas, Future AI Products and Businesses
Alphabet CEO Sundar Pichai has little patience for doubts about Google’s willingness or capacity to compete at the frontier of AI. His company’s latest Gemini 4 Argon model — long-promised and recently delivered — beats OpenAI and Anthropic’s latest public models on coding, math, science, and knowledge-work benchmarks and has placed Google’s AI back among the world’s best. Amid chatter that Google was fine with good-enough lightweight ‘Flash’ models, Pichai pushed back hard against any suggestion that company is limiting its research ambitions. “We won’t do it any other way,” he told me in a Big Technology Podcast interview recorded this week at Google’s Mountain View headquarters. Pursuing cutting-edge research is costly for Google, requiring compute and chips that otherwise could be sold at a high markup by its cloud business. But Pichai said allocating resources to frontier AI development is “ground zero” for Google. “Our cloud business is at any given moment in time forgoing short-term revenues because we are making compute trade-offs to support frontier AI development,” Pichai told me. In our conversation, we discussed Argon (which Pichai says processed three times as many tokens as Gemini 3 in the 72 hours after launch), AI’s role in developing better models, the AI interface of the future, competition with OpenAI, Google’s partnerships with Anthropic and Apple, data centers in space, and the nature of his optimism. You can read the full conversation, lightly edited for length and clarity, below, or listen to it on Apple Podcasts, Spotify, YouTube, or your podcast app of choice. Alex Kantrowitz: Google is back at the frontier with Gemini 4 Argon, which beats OpenAI’s and Anthropic’s public models on benchmarks spanning coding, math, science, and knowledge work. The conventional wisdom was that Google had given up on the frontier to focus on fast, good-enough models for its products. That was wrong? Sundar Pichai: Very wrong. Look, we are so committed to being at the frontier. It’s in our DNA. We won’t do it any other way. We’ve been thinking about the AI frontier for well over a decade now. The frontier is very dynamic. It’s very competitive. It’s very exciting. I couldn’t be more pleased with how Argon has come together. We took our time with it. We made sure we tested it safely and deployed it carefully. We took a bit longer than our other models, given its capabilities. Across the board, be it for agentic work, knowledge work, coding, creative tasks, Argon is one of the really good frontier models. The first 72 hours since we launched, it’s almost up to 25 trillion tokens used, which is about three times what Gemini 3.0 had in the first 72 hours. And we are capacity constrained as we are serving it. Excited, but there are always areas….. You know, the frontier is very dynamic, and you have to keep evolving the models. There are areas which we can see we need to improve as well. We’ll be at work on all of that as well. Which areas? On any given model, Argon would be across the board better at everything if you just look even two months back. But the space is so evolving. Even on coding, for example, there are pockets where we know we need to do better, and there’s clear feedback. We’ll make it better. The argument for standard models is that they’re already good enough to build great products, with the frontier valuable only for certain tasks. Meta built Muse with good models rather than the best, and Google could put standard models into Maps, Gmail, and Search. Why isn’t that sufficient? It’s definitely not how I have thought about it at all. We are deeply committed to driving the state of the art and actually pushing where this technology can go, all the way from transformers. That’s a journey we’ve been on. You will see us continue to do that. When you’re at the frontier, you get an earlier look into the emerging capabilities, earlier than others, which helps you better prepare for the future. We are fortunate to have a wide set of opportunities across consumer and enterprise. Some of our cloud customers, for sure, want the model at the frontier. The frontier models will be better at developing the next set of models in an era of recursive self-improvement. I would argue it matters there. Internally, we have definitely seen a steep point of inflection by deploying Argon to our developers. It definitely tackles problems which our previous models could not do. Being at the frontier puts you at the innovation frontier and helps you drive that as well. There is room for models of all sizes and capabilities. That’s why we did Flash, Flash-Lite, etc. I agree with you that you can develop very good product experiences with not necessarily the most frontier model, because they tend to be slower and more expensive too. But we care about the Pareto frontier, and we’re committed to doing all of that. You said developing frontier models gives you a look at what’s coming. What do you see on the horizon? What makes this moment so exciting is you build something which you think is a culmination of months of work, and you put it out. You already see clear headroom ahead. We’ve all been working on these agentic, long-horizon capabilities, but clearly the frontier is going to have multiple of these agents working together to do things. That’s an example of an exciting paradigm underway. It’s also clear to me that users, both in consumer and enterprise, will have access to some multi-agent framework for them, working all the time doing things. It feels like a moment of infinite possibilities. Sergey Brin said one of Argon’s core innovations was relying more on the model to help develop the model. Yet incidents involving OpenAI’s bots breaking containment and Google’s bots accessing a site they shouldn’t have suggest these systems still aren’t perfectly aligned. Isn’t there reasonable cause for concern about accelerating toward recursive self-improvement? There are three parts to your question. Let’s first talk about RSI itself. You’re right, Sergey mentioned RSI being a critical contributor as we are developing Argon. But to be very clear, today, in a continuum, we are pretty far from the end state of RSI or something like that. The right way to describe it is you have RSI loops along with AI researchers in various aspects of model development. You almost have agents helping AI researchers in some automated way work together to build these models. It’s good to at least understand where we are today, and it’s super exciting. I expect that continuum to keep making progress as we go into next year. The second question is around safety. Security comes from defense in depth. You’re talking about alignment, obviously. We all are doing a lot of work to make sure the models are as aligned as possible. But it’s an active area of research, and there are clear gaps. That’s not the only thing we rely on. You have the work you do on alignment, but beyond that, we put a lot of effort into real-time monitoring as these models are working. Making sure you have good telemetry into what’s happening so that you can intervene in real time if you see unexpected behaviors. How you do that, the architecture with which you do that, how you make sure it’s all sandboxed and isolated in a way that it can continue doing its job during real-time monitoring — these are all areas of investment. Obviously, when we deploy these models, giving customers, enterprises, control, both with real-time monitoring, but their ability to decide where they deploy, what type of data which models ever have access to, etc. All that work is very, very important, and we are doing a lot of that. As an industry, we need to constantly up our game and take the time to do all this stuff, including dedicating the compute required to make sure you can safely deploy these models. The third part is: Is it all enough? This is why there are a lot of conversations in the industry, and I think it’s reasonable to be worried. The right way to approach something you worry about is early on thinking about what more we can do. As an industry, you’re definitely seeing increased levels of work on alignment, testing for safety, etc., as we deploy these models. The next step would be developing better standards so there are cross-industry standards of how we do these things, including the ability to evaluate using independent evaluators. If you look at areas like financial controls, we have accounting standards, we have independent auditors. Those are all the next natural steps for us as an industry to work toward, and regulation will end up playing a role as we go through all of that as well. Google pursues both language models and world models, while some other AI companies like OpenAI have focused more heavily on LLMs as the path to AGI. Why is world-model research important to you? As humans, you obviously perceive the world around you, and you’re taking all those inputs. Making sure these models are able to understand the laws of physics, simulate the world in high fidelity. All that, I think, are key enabling blocks for intelligence. We are working across all possible applications of this. Take an area like robotics. It’s not an accident: If you look at embodied reasoning benchmarks, Argon is state of the art. That all comes from our experience building world models. Inherently, I would expect there will be architectures which will converge all of this in the future. But for us, we view this as, today, this jagged frontier that is intelligence. We want to be at the frontier of all the possible approaches, and that will help us both drive better research, better insights, and develop a much better AGI model, is how we think about it. Some people argue Google should focus on selling its computing resources rather than using them for AI research. Cloud wants to sell compute at a high markup, while researchers need a very big computer to build the best models. How do you balance those demands? Ground zero for us is making sure we are investing in the compute that’s needed to be at the AI frontier. In 2015, I set the company to be AI-first. AI is that key horizontal ingredient across everything we do, all the way from Search to Cloud to Waymo. That is ground zero for us, making sure both for research and developing the models that we have enough compute needed. Beyond that, we have these independent businesses which each have their own long-range plans. They’re using those long-range plans to project forward, and we plan for compute for all of them. The cloud team, they have a business and they have a projection and they have demand signals. They have committed contracts. With that help, we can plan on a long-term compute trajectory for them. We’re fortunate to have this wide set of opportunities. There’s no company in the world which isn’t making trade-offs at any given moment in time. But the first principles we operate on is making sure we have enough compute to invest in the frontier, and that’s non-negotiable, and everything else works on top. Remember, we are building our own compute, our own data centers. There are long lead times. The compute we have today is a function of decisions I made in 2024. Even if you think back to a year from today, last year the agentic coding takeoff hadn’t happened. Today, obviously, when you sit and look at anything, everyone is short—not just us, other companies—and everyone wishes you had two times what you had planned for. That comes with the territory. At any given moment in time, we are planning for what we would need two to three years out in the future. You’re going to find some decisions you make may look suboptimal two years out, depending on where the state of the art is. I don’t spend too much time thinking about it. The way I think about compute allocation is making sure Google DeepMind, both for research and frontier model development, is cutting edge in terms of compute access. After that, we plan for all our businesses. It’s great we can provide our compute to other people too, like we have done. It allows us to scale that up, get real tests for it in the widest application set possible, test it in the real world, and make sure we are at the cutting edge of technology at every layer of our AI stack as well. Ben Horowitz relayed on a podcast that Andy Jassy had said compute was sold out until 2028. Are you seeing the same thing? If today a customer is coming out and asking us for compute in ’27, that is incredibly difficult to do. Even last year we went out and leased some short-term compute to accommodate some customers and help them out. But yes, we are all dealing with similar timelines. Every major technology shift seems to involve overbuilding, from railroads to fiber. Do you think that’s happening here? It depends on the time frames you’re looking at. This level of build, if I take a long enough time frame, it makes complete sense to me. We are at early stages of the most consequential technology ever, and this is not like fiber. It’s not dark. We are using it. We are capacity constrained on a daily basis. The applications, the underlying technology is improving rapidly. But running a company, the way I work through the moment is you look at your demand signals. You look at your committed revenue opportunities that you’re getting in the form of contracts. You balance that with the underlying technical capability, or internally you balance how we are using it internally, the model trajectories. Based on all that, you take a disciplined approach—a confident, aggressive, but disciplined approach—to plan out compute. But when you talk about the broader economy as a whole, you’re having people operate with various levels of risk. I focus on what I can control as a company and plan through it. If your question is, can there be an overbuild? Yes, because you can have some constrained components. Remember, what matters is a set of everything you need to build out that compute. Memory, electricity, electricians…. Land. Like 2,000 components or more. You could get constrained at some point. There could be things which cause bottlenecks, and then you could have overbuilds. There could be external shocks to the economy. There are macro risks. All that is possible at any given time. But am I confident that the compute we are planning for, we will have uses for it given enough time? Absolutely, yes. I was in the room when you said AI would be as profound as fire and electricity. If you believe that, shouldn’t you give researchers the biggest possible computer, even at the expense of today’s cloud profits? We’re all doing some form of that. Our cloud business is at any given moment in time forgoing short-term revenues because we are making compute trade-offs to support frontier AI development. What you’re seeing is true already. But you want to be thoughtful. Even our AI researchers have some constraints, which are also good. That’s what inspires creativity. That’s what helps you come up with a more efficient algorithmic breakthrough, maybe to use less memory. What we are committed to is to invest what’s needed to stay at the frontier. OpenAI President Greg Brockman told me a few months ago that the ideal AI product might have no interface at all—just as natural as conversation. What do you think the interface looks like in the age of AI? Computing historically has been humans adapting to computing. With AI, it’ll be the other way around. The technology will adapt seamlessly to how humans live and go about their day-to-day life. You want to be able to speak to that AI when you want to. It has context. It can be persistently running somewhere, give you continuity. You’re not dealing with a lot of complexity. It’s natural. All that makes sense to me. That doesn’t mean it won’t have any interface, however. Nowadays, even on my phone, Gemini voice models are so good. I can just press the microphone button. I can just ramble. That’s why we call it Rambler. I can ramble. It intelligently corrects with my personal context. Even my friends’ names, weird names, it gets it right, even if it first guesses it wrong. It’s amazing. I’m not going in, backspacing, editing once I finish saying it. It’s remarkable how good it’s gotten. But there are going to be moments you will need an interface. You may want to entertain yourself. You may want to watch a video. You may ask your AI to create something, and you want to watch it, consume it. The way I think about it is, you want it to be as seamless and as natural as possible, and that you are not doing the hard work adapting to whatever the interface is. The technology is adapting to how you’re working at any given moment in time. When I asked Sam Altman about competition from Google, he argued that OpenAI was building AI-native products and implied Google was bolting AI onto existing ones. Do you accept that framing, and can a “bolt-on” compete with an AI-native product? First of all, it’s a very dynamic moment. We are all pushing each other. OpenAI has pushed us as a company too. This is not just we are doing something to them. Far from it. Yes, Google went into its own version of a code red too. In the AI moment, all of us have to respond with varying levels of urgency at any given moment in time. We are constantly building new products as well. Gemini was built from the ground up as a product—the Gemini app I’m talking about. Or tomorrow, as all of us are adapting to agents, are you bolting agents onto ChatGPT, or are they building it natively? How would you think about that? You can always put these questions back. I don’t think of it that way. I think of it as you want to build world-class product experiences that are AI-native and they are winning. Some of it is adapting products, some of it is rethinking new experiences. They will all be part of how you approach this moment. How do you expect to make money from these AI interfaces? If an agent recommends a product and I buy it, should it take a cut of the sale, even if that’s disclosed? I’m going to put enterprise aside. Consumers are going to increasingly value this technology. Take software developers today. Developers are willing to pay for these coding models because it really helps make them more productive. Nobody would want to code the way they were coding three years ago, or even the same time last year. When you’re delivering value, there’s value to be had. I’ve never seen examples where consumer products really scale to billions of users, where people are using it intensely, and haven’t had monetization to go along with it. If you’re providing value to people, there is inherent value to be had. The nature of it may change. You’re asking a scenario in which agents are doing stuff for you. At the end of the day, you will have commercial needs. The agents need to fulfill those commercial needs. The providers on the other side are going to see value in that. There’s going to be some mechanism by which it gets fleshed out. That’s what an efficient system does. But what matters is that you’re building those world-class consumer experiences. I promised myself one product feature request: Can you make Gemini-powered search in Gmail as good as searching Gmail through ChatGPT? What’s going on here? One of the exciting things we announced recently is the unified Gemini agent for enterprise, and we’re bringing that to consumers. These are persistent agents which run 24/7 in the cloud. We’re spinning up a micro VM effectively for every query, and from the runtime, the harness, the model—it’s all a headless service. It’ll work everywhere, and it has your context with you. You can address this agent whether you’re in Workspace, in Search, in Gemini. Agents are going to drive this unification from a customer experience, which people are looking for. When you have a broad product portfolio and you’re moving forward fast, there are always areas where you’re moving forward faster than some other areas. That’s valid feedback. But we are putting a lot of time and effort into making sure, as we build out our agentic experience, that unification and that capability works well across all these services. People have asked where Google’s equivalent of Muse or Dots is. Do you anticipate creating a new product to compete with them? Our goal with Gemini is to be a personal, proactive, and powerful assistant. That’s what we are working toward. You saw us describe the early versions of it at Google I/O this year with Spark. Effectively, already, if you open the Gemini app as a Pro or an Ultra user, you see Chat and Task, and they start giving you that agentic experience. With Argon now, that capability is dramatically accelerated. What we announced recently in our enterprise event, we are bringing that to consumers as well. Soon in Gemini, you will be able to ask something, and it’s a continuum. You don’t need to think about whether you’re asking a chat or an agentic task. It’ll just automatically do the right thing, and it can work persistently in the background securely and get things done for you. Already, empirically, when I look at what’s coming into Gemini in our app, last year you would have tagged them and most of them would have been chats. But a steadily growing percentage is already agentic tasks in Gemini. Yes, we are going to bring personal agents to our consumers. It’ll work in the Gemini app. It’ll work in Google Search. It’ll work in Gmail. You can address it, call it, etc. We want to make sure we’re getting it right. It’ll be powered by Argon, and we are very excited to bring it to our users. Google has invested and committed tens of billions of dollars to Anthropic. What do you see in Dario Amodei that makes you want such a deep investment and partnership? Very early on, when we looked at the founding team of Anthropic, it was very clear to us this was a world-class team which was involved in some of the earliest GPT models. We were quickly able to assess that they would be at the frontier. We’ve always tried to identify and partner with companies which would be at the cutting edge of technology. We’ve done that with SpaceX. We’ve done that with Anthropic. That’s what we saw, and we had a chance to partner. Is your partnership with Apple to license Gemini for Siri expanding, contracting, or standing still? For both us and Apple, that partnership was about translating the capabilities of AI into better experiences for users. I thought Apple has done a phenomenal job of incorporating—they customize these models and build it into Siri—and it’s been great to see the reception. We are committed to doing more. You’re going to do more with them? There’s nothing specific to comment, but it’s a partnership. It’s working well. What have you learned so far about the feasibility of data centers in space? It’s a very exciting project. Projects like this remind me—I still recall that moment in the desert for the DARPA Grand Challenge, watching the Stanley car compete in it, which ended up being the basis for Waymo. With all these technologies, you’re at a moment in time where it looks a bit like sci-fi, but 10 to 20 years down the line, it’s actually working in a meaningful way. I feel the same in space. We’ve always believed in betting big on these technologies. Quantum has been a great example of it. We’re probably 10 years into the journey. Waymo, we are almost 20 years into the journey. Space, we are two to three years into the journey. It’s clear to me that it’s an approach which will make a lot of sense in the future. Being in sub-synchronous orbits with 24/7 access to the most abundant form of energy we have access to will make a lot of sense for this exponential increase in compute that we are going to need. Having said that, this is a challenging project. The team has disciplined milestones. It was a super exciting milestone to send the TPUs up to space. Sometime, as we are speaking, we are expecting a “hello world” moment from them. I look forward to seeing that happen, and we’ll continue investing here too. You previously said 25% of the code written within Google was written by AI. What’s the number today? That number in our world today is meaningless in the sense that every part of what we now touch is influenced by AI deeply. What we are tracking with Argon, for example, it’s been a point of inflection. People are using Argon to really go tackle complex projects, including projects which affect millions of lines of code. In the four weeks since we have launched Argon, we have seen a 30% increase in CLs, and more importantly, almost a similar increase—a one-third decrease in rollbacks. People are writing code more productively and better code with it. We are tracking it with newer metrics now. How are you dealing with opposition to data centers? If you can’t build in the U.S. the way you want to, where else do you go? We’re very committed to building our data centers very responsibly. When I look at our largest data centers in some of the communities where we have been the longest, I visit them, I talk to people. There are people who come and tell us their kids have gone to college because of our investments in these communities, and we’ve grown in those communities. To me, this is about doing it right. Engaging with the communities early, doing it transparently. We are committed to making sure we are bringing incremental power, and we cover 100% of the cost of our power needs for these projects. It’s understanding the impact on neighborhoods and making sure you’re working thoroughly to address them. Done rightly, you can continue making progress. But we are constantly taking feedback into account. I do worry not everyone operates the same way. People have been surprised by data centers showing up in their backyard. Those are all important. As an industry, we should continue to do better. But part of the reason, in a 20-year time frame, we are thinking about things like data centers in space is making sure we are able to put these data centers where maybe the trade-offs will be different. What unproven area of AI is Google working hardest to crack? Is it continual learning—getting models to keep updating after release—or something else? There are multiple parallel paths. You saw with Argon we have a million output tokens. With our Gemini models early on, we had a one-million context window on the input side. These are all examples of breakthroughs we are constantly working on. How do you think about synthetic data? How do you think about continual learning? How do you think about more efficient architectures? We do dedicate a meaningful percentage of our compute to these research bets too. It always goes hand in hand, including our world models. Those are all bets we are placing. Sometimes, as part of these bets, there are ideas that emerge which just make their way into the mainline models. Maybe we don’t fully talk about it, but we have multiple steps in these areas. Working in technology requires optimism that building something will improve the world, but those bets can leave real consequences when they fail. I recently returned to a town in El Salvador where enthusiasm for Bitcoin had given way to unfinished construction and something resembling a ghost town. How do you maintain the optimism you spoke about in your Stanford commencement address while accounting for those risks? I genuinely have a deep conviction that improving technology and improving access to technology makes people’s lives better. It’s been my personal experience in my life, out of which comes that deep conviction, optimism. But with that, I’ve always felt humanity’s journey is always about working hard to harness that technology to make it work well for society. The optimism is not an optimism that you just build whatever you want, whenever. You work hard to make sure you’re building technology in the service of humanity, to make the human condition better. That’s got to be the defining goal as we are approaching it. With that framework, I’m very, very optimistic. We are in very early stages of the kind of progress that we are going to see on many areas. We’re all talking about areas like healthcare. A lot of the progress is ahead. The ability to make things in a fundamentally cheaper way on many things where things have been getting expensive for a long, long time, discovering new materials, etc., which really bend the curve—it’s tough to step today and understand the impact of all that, but they’re going to be very profound. I’m very optimistic, but we have to be rightfully concerned about all the ways this technology can go wrong. Sundar, I know you don’t do many of these. Thank you. Thanks, Alex. Appreciate it.
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