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Business & Money The Decoder

Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web

AI summary Reddit's stock fell more than 25 percent despite solid earnings after CEO Steve Huffman said the platform lost over one million weekly referrals from Google search in October. He attributed the drop to AI Overviews and AI Mode, saying the latter sends no traffic to Reddit or, as far as he knows, to other sites. Reddit is now trying out login walls outside the U.S. to limit scraping, accepting smaller reach in exchange for stronger engagement. Talks with AI companies over data licensing are ongoing, though new agreements beyond its existing Google deal are uncertain.

Business & Money Microsoft Research

From synthetic enterprise data evaluations to real Microsoft Copilot AI confidence

AI summary Microsoft Research has created the Industry Evaluation Data Generation Platform, which produces fully synthetic enterprise workspaces for testing Microsoft Copilot instead of using real customer information. The simulated organizations draw on public sources such as O*NET occupational data, SEC filings and job postings, and cover pharmaceutical, capital markets and IT/software settings. An automated six-stage pipeline generates industry-specific test queries, cutting dataset creation from several days of manual work and saving an estimated $100,000 per dataset and $300,000 overall. A composite quality score rose 39% over the initial approach, with some environments scoring above 0.9 out of 1.0.

Business & Money Search Engine Journal

Google’s Q3 Earnings Call Casts Shadow Over Classic Search

AI summary Google told investors on its Q3 earnings call that search queries grew faster year over year than at any point in five years, giving AI Mode credit for the additional searches. Search revenue climbed 12% to $63 billion. Philipp Schindler noted that currency swings held growth below the Q2 pace and that AI Mode brings in less ad money for now. Sundar Pichai described AI agents able to make reservations, complete forms and buy things, which will expand beyond Search and the Gemini app into Chrome, Android and Workspace.

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