The Daily Briefing · 29 Oct 2026

What happened, why it matters, what to watch. Read it with your coffee.

THU 29 OCT 2026 / 7 stories / 2 min read /AI-generated

Models & Labs 1Business & Money 1Tools & Products 1Creators & Marketing 3Code & Agents 1

Microsoft reveals Azure quarterly revenue of $33.2 billion for first time

Earnings day put hard numbers on AI's business: Microsoft disclosed Azure revenue in dollars, while Google expanded AI Search ads as Search growth slowed. Google DeepMind also announced Gemini 4 Carbon, though no details were provided.

  1. 02

    Creators & MarketingTechCrunch

    Google expands AI Search ads globally as core ad growth slows

    AI Search ads going global gives advertisers new placements to test, and Google has reason to push them as core ad growth slows.

  2. 03

    Creators & MarketingSearch Engine Journal

    Google Says Lower AI Mode Monetization Weighed On Search Growth

    If AI Mode earns less than classic search, expect Google to add ads or formats there, shifting both paid and organic traffic.

  3. 04

    Code & AgentsSimon Willison

    Quoting Ted Sanders

    No model is best at everything, so test candidates on your own tasks rather than trusting a single leaderboard ranking.

  4. 05

    Creators & MarketingSearch Engine Roundtable

    Bing Ads Revenue Up 12% With Overall Revenue Up 19%

    Bing ad growth rising to 12% suggests Microsoft search inventory deserves a fresh look from marketers diversifying beyond Google.

  5. 06

    Tools & ProductsThe Verge

    Adam Mosseri says negativity around AI is ‘going to get worse’

    Instagram's head expects AI backlash to grow, so products and campaigns built on AI branding may meet more consumer skepticism.

  6. 07

    Models & LabsGoogle DeepMind

    Gemini 4 Carbon: Our next frontier model

    Google DeepMind announced a new frontier model, but its capabilities, pricing and availability are unclear from what was shared.

What to watch

Watch whether Google adds more ad formats to AI Mode to close its monetization gap, and what Gemini 4 Carbon's capabilities and pricing turn out to be.

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