{ "schema": "5lc-selection-review/1", "sublayer": "consumer", "asOf": "2026-10-21", "status": "reviewed_representative_set_with_unresolved_cutoff", "scope": "Consumer, search and ads: delivered consumer assistance, AI-enabled discovery and advertising, creative production, shopping and learning. Commercial machine learning counts where it is central to the delivered product; generic AI announcements alone do not.", "eligibility": "Delivered public application or deployed commercial AI-enabled advertising/learning/creation function. Public and private groups face the same functional gate. One group seat per sublayer; cross-layer roles remain allowed. Funding, valuation, future product plans and general company size are not eligibility substitutes.", "predefinedFunctions": [ { "id": "assistant-search", "description": "General assistance and information search", "required": true }, { "id": "owned-distribution-advertising", "description": "AI-driven discovery and advertising on owned distribution", "required": true }, { "id": "independent-advertising", "description": "Independent performance advertising outside an owned media network", "required": true }, { "id": "creative-production", "description": "Creative and document production", "required": true }, { "id": "commerce-assistance", "description": "Consumer shopping and transactional assistance", "required": true }, { "id": "adaptive-learning", "description": "Adaptive learning and practice", "required": true } ], "universe": { "initialFile": "consumer-universe.json", "frozenBeforeSelectionAt": "2026-10-21T07:24:05.758205+00:00", "reconciledCandidates": [ { "entityId": "alphabet", "name": "Alphabet", "economicParent": "alphabet", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising", "creative-production" ], "sourceIds": [ "alphabet:a-q2-issuer", "alphabet:a-q2remarks" ], "roleEvidence": "Commercial Search/AI Mode and Gemini; separate app adoption and ad revenue.", "packetPath": "models/packets/alphabet.json", "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1" }, { "entityId": "meta", "name": "Meta", "economicParent": "meta", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising" ], "sourceIds": [ "meta:m-q2-issuer", "meta:m-muse-agent" ], "roleEvidence": "AI ranking/advertising is established; app-family reach is not Muse use.", "packetPath": "models/packets/meta.json", "packetSha256": "a88a9ef290b23dd4251a542aeec7572224564c90de7defbbc976fd78ff25ec61" }, { "entityId": "bytedance", "name": "ByteDance", "economicParent": "bytedance", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising", "creative-production" ], "sourceIds": [ "bytedance:bd-world", "bytedance:bd-seedance", "bytedance:bd-strategy", "bytedance:bd-jv" ], "roleEvidence": "Commercial AI advertising and creative apps; reported Doubao users; separate U.S. venture boundary.", "packetPath": "apps-consumer/packets/bytedance.json", "packetSha256": "aa19fdbb533ddeeaad576d165cc8208e2d3158959866c586a329a919217208e2" }, { "entityId": "tencent", "name": "Tencent", "economicParent": "tencent", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising" ], "sourceIds": [ "tencent:tc-ir2026", "tencent:tc-ar2025" ], "roleEvidence": "AIM+ and ad recommendation operate commercially; Weixin MAU is not Yuanbao use.", "packetPath": "applications/packets/tencent.json", "packetSha256": "55b352ef4b5006a077f58f5794eabf1cbe8fa19e1252eaf7303597b93d5be82a" }, { "entityId": "baidu", "name": "Baidu", "economicParent": "baidu", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising" ], "sourceIds": [ "baidu:bd-q2-2026", "baidu:bd-agents" ], "roleEvidence": "Search, AI application and AI-native marketing activity; categories are not wholly additive AI-only consumer revenue.", "packetPath": "applications/packets/baidu.json", "packetSha256": "fc62d9c5e5a71294c4b5785a65192049e0f3950fa1682e4f54350d05edffca6d" }, { "entityId": "openai", "name": "OpenAI", "economicParent": "openai", "eligible": true, "functions": [ "assistant-search", "creative-production" ], "sourceIds": [ "openai:o-gpt", "openai:o-devday" ], "roleEvidence": "ChatGPT is commercially available with a dated active-user threshold; enterprise/API revenue is not assigned to consumers.", "packetPath": "models/packets/openai.json", "packetSha256": "625405289e6a9288975aa523c35118ee3266cbdfb5de8db7712893fa265d710a" }, { "entityId": "anthropic", "name": "Anthropic", "economicParent": "anthropic", "eligible": true, "functions": [ "assistant-search" ], "sourceIds": [ "anthropic:a-labs" ], "roleEvidence": "Claude is a delivered application; enterprise/API-heavy financial totals cannot rank consumer use.", "packetPath": "models/packets/anthropic.json", "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404" }, { "entityId": "alibaba", "name": "Alibaba", "economicParent": "alibaba", "eligible": true, "functions": [ "assistant-search", "commerce-assistance" ], "sourceIds": [ "alibaba:b-june-issuer", "alibaba:b-ecom" ], "roleEvidence": "Qwen applications and commerce links qualify; combined model/application segment is not a pure consumer metric.", "packetPath": "models/packets/alibaba.json", "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7" }, { "entityId": "microsoft", "name": "Microsoft", "economicParent": "microsoft", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising", "creative-production" ], "sourceIds": [ "microsoft:msft-fy26q4-pr", "microsoft:msft-10k-fy2026" ], "roleEvidence": "Consumer Copilot and Bing qualify; M365 paid seats and Azure are excluded from Consumer.", "packetPath": "applications/packets/microsoft.json", "packetSha256": "f6b2aabd79f55e83997e11af68fb31cbaa056497b5df6119413aa7574f4c2b5f" }, { "entityId": "amazon", "name": "Amazon", "economicParent": "amazon", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising", "commerce-assistance" ], "sourceIds": [ "amazon:amz-q2-issuer", "amazon:amz-q2-filing" ], "roleEvidence": "Delivered Alexa for Shopping, new Alexa experiences and Ads Agent; AWS and retail merchandise sales excluded.", "packetPath": "infrastructure/packets/amazon.json", "packetSha256": "98643d76fac762db18f5a357f0356237b7907d81b6c64240fddf47c293d7b6b0" }, { "entityId": "spacex", "name": "SpaceX", "economicParent": "spacex", "eligible": true, "functions": [ "assistant-search", "owned-distribution-advertising" ], "sourceIds": [ "spacex:s-grok47", "spacex:s-bundle", "spacex:s-q3-issuer", "spacex:s-anthropic" ], "roleEvidence": "Grok and X provide consumer assistance and distribution; parent launch/space/connectivity and AI-compute revenue are not consumer activity.", "packetPath": "models/packets/spacex.json", "packetSha256": "f0b17a537ece1678164768af8238c96c76c6dae0b7ac29a80e1fac390dd18601" }, { "entityId": "applovin", "name": "AppLovin", "economicParent": "applovin", "eligible": true, "functions": [ "independent-advertising" ], "sourceIds": [ "applovin:q226", "applovin:sec-10k-fy2025", "applovin:open" ], "roleEvidence": "AXON advertising is current commercial activity. Divested Apps are excluded; reach is not advertiser or unique-user count.", "packetPath": "apps-consumer/packets/applovin.json", "packetSha256": "2b2fabed6d08f7b54550b1eca4c96336471db2dd16c16d447861a69e5ec5ae92" }, { "entityId": "canva", "name": "Canva", "economicParent": "canva", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "canva:wrap25", "canva:rvi", "canva:claude-design" ], "roleEvidence": "Commercial design platform and current AI workflows; broad platform revenue/users are not AI-only.", "packetPath": "apps-consumer/packets/canva.json", "packetSha256": "5962b4de589b2d26b973def8e42d64c91274f4c11e471325e872efbadc788fab" }, { "entityId": "adobe", "name": "Adobe", "economicParent": "adobe", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "adobe:adobe-q3-pr", "adobe:adobe-q3-script" ], "roleEvidence": "Commercial Firefly, creative and document tools; marketing/enterprise activity retained as a boundary, not consumer-only revenue.", "packetPath": "applications/packets/adobe.json", "packetSha256": "4457a173ad71977ce92d25f380931dfebd39350f7569350f2eceb9995679a9b2" }, { "entityId": "meitu", "name": "Meitu", "economicParent": "meitu", "eligible": true, "functions": [ "creative-production", "owned-distribution-advertising" ], "sourceIds": [ "meitu:mt-ar-2025", "meitu:mt-ir-2026", "meitu:festival" ], "roleEvidence": "Commercial visual editing and generative tools; paid subscribers and visual revenue reported.", "packetPath": "apps-consumer/packets/meitu.json", "packetSha256": "82290a7f57f8e33a5f1755f0b0cb010f03aff01696d7c3c55431f6a10fadd1bb" }, { "entityId": "duolingo", "name": "Duolingo", "economicParent": "duolingo", "eligible": true, "functions": [ "adaptive-learning" ], "sourceIds": [ "duolingo:annual", "duolingo:q226", "duolingo:max" ], "roleEvidence": "Adaptive learning and Video Call offered commercially; Max-specific users/revenue unavailable.", "packetPath": "apps-consumer/packets/duolingo.json", "packetSha256": "c820cde4918dd8cac2b7acfa3fa80312ef549dbe1f207ecf975970b565e88b73" }, { "entityId": "superhuman", "name": "Superhuman", "economicParent": "superhuman", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "superhuman:sh-blog-inference", "superhuman:sh-about", "superhuman:go-one", "superhuman:sh-home" ], "roleEvidence": "Commercial writing and productivity suite; latest consolidated user population and historical revenue have different periods.", "packetPath": "apps-consumer/packets/superhuman.json", "packetSha256": "ca38b2ab86087d0488607f2de069b22828c2c03804d21d28bb2ca5e8bd48d38c" }, { "entityId": "perplexity", "name": "Perplexity", "economicParent": "perplexity", "eligible": true, "functions": [ "assistant-search", "commerce-assistance" ], "sourceIds": [ "perplexity:hub", "perplexity:pplx-pricing", "perplexity:coreweave-primary" ], "roleEvidence": "Current answer/search/browser products and actual infrastructure deployment; questions are not users.", "packetPath": "apps-consumer/packets/perplexity.json", "packetSha256": "a8cf727caacc05193ab740aee2b4657172822150cbdc1260a9341fcb33fbd218" }, { "entityId": "gamma", "name": "Gamma", "economicParent": "gamma", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "gamma:gamma-five", "gamma:claude-market", "gamma:zapier-gamma" ], "roleEvidence": "Current presentation and design application; cumulative users are not active users.", "packetPath": "apps-consumer/packets/gamma.json", "packetSha256": "c6f7a5ddd3def878a1449b8406f67f61a71dcec691b289b8d0e84caead82c38b" }, { "entityId": "suno", "name": "Suno", "economicParent": "suno", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "suno:suno-about", "suno:suno-studio2", "suno:tc-suno-300m" ], "roleEvidence": "Commercial music creation and paid subscriptions; reported ARR is not recognized revenue.", "packetPath": "models/packets/suno.json", "packetSha256": "752bc81af58fe2fc05f9359467d21fd3ea19b5c31df0cd7c0956e8d4a67d719b" }, { "entityId": "midjourney", "name": "Midjourney", "economicParent": "midjourney", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "midjourney:mj-v82", "midjourney:mj-thinking", "midjourney:mj-v1", "midjourney:mj-plans" ], "roleEvidence": "Current commercial visual-creation application; current comparable revenue and active users undisclosed.", "packetPath": "models/packets/midjourney.json", "packetSha256": "af0965d00a09f1ec7c9aeab5d59d5a48621a88a01aefb58fd5fe866d1f75b6f0" }, { "entityId": "runway", "name": "Runway", "economicParent": "runway", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "runway:rw-home", "runway:rw-enterprise" ], "roleEvidence": "Commercial creative platform; reported ARR and undefined creator population not additive.", "packetPath": "models/packets/runway.json", "packetSha256": "79b294a884030304618023b228e72a7e5b7bd5d8b746a48f97e00607e090ac75" }, { "entityId": "kling-ai", "name": "Kling AI", "economicParent": "kuaishou", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "kling-ai:ks-q2-26", "kling-ai:k4-launch" ], "roleEvidence": "Commercial video generation with actual product revenue; one Kuaishou group seat, no separate parent seat.", "packetPath": "models/packets/kling-ai.json", "packetSha256": "6701866354371ddf7fba4f1603655cf7985a88cc6ba877abc563a02adedcdf96" }, { "entityId": "elevenlabs", "name": "ElevenLabs", "economicParent": "elevenlabs", "eligible": true, "functions": [ "creative-production" ], "sourceIds": [ "elevenlabs:el-v4", "elevenlabs:el-press", "elevenlabs:el-cro", "elevenlabs:el-cfo" ], "roleEvidence": "Commercial audio creation and consumer tools; enterprise voice/API revenue is not allocated to consumers.", "packetPath": "models/packets/elevenlabs.json", "packetSha256": "0024441475aa9c49939666faee4c91aefe01c77f493176a3cf914e931605fe36" }, { "entityId": "character-ai", "name": "Character Ai", "economicParent": "character-ai", "eligible": true, "functions": [ "assistant-search", "creative-production" ], "sourceIds": [ "character:continuity" ], "roleEvidence": "October 12 primary announcement confirms Chapter 11 sale process; platform continuity is conditional, not yet proven shut down.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "minimax", "name": "MiniMax", "economicParent": "minimax", "eligible": true, "functions": [ "assistant-search", "creative-production" ], "sourceIds": [ "minimax:mm-h1-news" ], "roleEvidence": "Consumer creation and companion activity alongside API business; total revenue overstates pure consumer activity.", "packetPath": "models/packets/minimax.json", "packetSha256": "0b6ca20a16db3773cdd7991790820f5982825dd9df4f2ff04ecfe8e68e311f6d" }, { "entityId": "moonshot", "name": "Moonshot AI", "economicParent": "moonshot", "eligible": true, "functions": [ "assistant-search" ], "sourceIds": [ "moonshot:m-kimi-k3" ], "roleEvidence": "Current Kimi application; reported parent/API run rate not used as consumer revenue.", "packetPath": "models/packets/moonshot.json", "packetSha256": "101456667c137ac848301597c36d1fc70b4e211469cde9dd39976c5e89ee5225" }, { "entityId": "deepseek", "name": "DeepSeek", "economicParent": "deepseek", "eligible": true, "functions": [ "assistant-search" ], "sourceIds": [ "deepseek:s-ds-pricing" ], "roleEvidence": "Current assistant and API products; gateway token share is not consumer market share.", "packetPath": "models/packets/deepseek.json", "packetSha256": "26c16554b23e3f4fbd6e302a7acddcc422bef57950751a83b742d281fbb90308" }, { "entityId": "pinterest", "name": "Pinterest", "economicParent": "pinterest", "eligible": true, "functions": [ "owned-distribution-advertising", "commerce-assistance" ], "sourceIds": [ "pinterest:q126" ], "roleEvidence": "Primary Q1 deck establishes generative retrieval and Performance+ campaigns. Q2 results were not retrieved; no Q2 forecast is substituted for actuals.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "reddit", "name": "Reddit", "economicParent": "reddit", "eligible": true, "functions": [ "owned-distribution-advertising" ], "sourceIds": [ "reddit:q226" ], "roleEvidence": "Current commercial advertising and distribution established; no comparable AI-specific user count. Broader assistant eligibility requires deeper product review.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "snap", "name": "Snap", "economicParent": "snap", "eligible": true, "functions": [ "owned-distribution-advertising", "assistant-search" ], "sourceIds": [ "snap:letter" ], "roleEvidence": "Commercial consumer application remains a boundary alternative; Perplexity distribution ended in Q1 and adds no current coverage.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "spotify", "name": "Spotify", "economicParent": "spotify", "eligible": true, "functions": [ "assistant-search" ], "sourceIds": [ "spotify:prompted" ], "roleEvidence": "Paid Premium Prompted Playlist beta is available in named markets. Total streaming subscriptions would overstate AI-feature use.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "the-trade-desk", "name": "The Trade Desk", "economicParent": "the-trade-desk", "eligible": true, "functions": [ "independent-advertising" ], "sourceIds": [ "ttd:q226" ], "roleEvidence": "Current AI-assisted programmatic advertising platform; strong independent-adtech alternative.", "reviewDepth": "Candidate screening; complete dossier required before entry" }, { "entityId": "apple", "name": "Apple", "economicParent": "apple", "eligible": true, "functions": [ "assistant-search", "creative-production" ], "sourceIds": [ "apple:current" ], "roleEvidence": "Current Siri AI rollout and installed-device integration qualify. Compatible devices and hardware sales are not active AI users.", "reviewDepth": "Candidate screening; complete dossier required before entry" } ], "exclusions": [ { "entityId": "baidu", "eligible": true, "reason": "Additional search/advertising ecosystem; covered in the ads-emphasis scenario. No claim that its function is unimportant.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "anthropic", "eligible": true, "reason": "Claude qualifies, but large total/API/enterprise revenue is not a consumer measure. Included in the wider atlas and remains a consumer cutoff alternative.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "alibaba", "eligible": true, "reason": "Strong commerce/assistant alternative, but disclosed AI segment mixes models, apps and work products. This is a scope boundary, not a zero score.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "microsoft", "eligible": true, "reason": "Important device/search distribution alternative. Enterprise paid Copilot seats and Azure do not quantify consumer adoption.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "spacex", "eligible": true, "reason": "Grok/X qualify; broader SpaceX/SuperIntelligence/compute results cannot be assigned wholly to consumer applications.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "meitu", "eligible": true, "reason": "Strong visual specialist with actual visual revenue and subscribers. MAU alone would favor it over Canva; broad workflow coverage and dated revenue favor Canva under the default. No exact numerical dominance is claimed.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "superhuman", "eligible": true, "reason": "Writing/productivity suite overlaps the current creative/knowledge-work coverage; historical revenue and merged user base are not directly comparable.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "perplexity", "eligible": true, "reason": "Independent answer-engine alternative. Its questions and annualized revenue do not uniquely beat the tenth seat; included in a changed-coverage scenario.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "gamma", "eligible": true, "reason": "Presentation/design specialist; cumulative signups cannot establish current active scale. Dossier retained.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "suno", "eligible": true, "reason": "Music specialist; included when audio has a dedicated coverage requirement. ARR and cumulative creators cannot be ranked against annual revenue or MAU.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "midjourney", "eligible": true, "reason": "Commercial image generation is eligible; current undisclosed financial scale is unknown, not zero.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "runway", "eligible": true, "reason": "Creative-video alternative; comparable current recognized consumer revenue unavailable.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "kling-ai", "eligible": true, "reason": "Video specialist with actual product revenue; included when video has its own seat. No double seat for parent Kuaishou.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "elevenlabs", "eligible": true, "reason": "Commercial audio and dubbing alternative; enterprise/API mix limits consumer comparison.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "character-ai", "eligible": true, "reason": "Operating continuity is uncertain during the October court-supervised sale process. No automatic bankruptcy exclusion, and no unsupported shutdown claim.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "minimax", "eligible": true, "reason": "Consumer companions and creation qualify; separate enterprise platform revenue prevents use of total sales as a consumer baseline.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "moonshot", "eligible": true, "reason": "Kimi is eligible; model/API run rates do not establish consumer use.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "deepseek", "eligible": true, "reason": "Assistant is eligible; gateway model-token share is not consumer market share.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "pinterest", "eligible": true, "reason": "Visual search and performance-ad challenger; Q1 primary evidence used, Q2 retrieval gap retained. Its omission is not a claim of no commercial AI activity.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "reddit", "eligible": true, "reason": "Commercial distribution and ads are established, but product-specific AI scale is unmeasured here. Candidate remains for deeper review.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "snap", "eligible": true, "reason": "Current consumer platform remains eligible; the terminated Perplexity relationship contributes no current coverage.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "spotify", "eligible": true, "reason": "Personalized discovery is commercially delivered; total licensed-streaming revenue/users are not a comparable AI application measure.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "the-trade-desk", "eligible": true, "reason": "Important independent-adtech challenger. Lower disclosed platform revenue than AppLovin in the same quarter; CTV/open-web specialization could justify a separate seat.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" }, { "entityId": "apple", "eligible": true, "reason": "Major device-distribution alternative. A compatible installed base is not active AI use; explicit on-device coverage would change the default set.", "disposition": "Retain dossier/history if present; candidate for refresh, not deleted" } ], "candidateCount": 34 }, "rawObservations": [ { "id": "google-ad-q2", "entityId": "alphabet", "value": 81629, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Google advertising, including Search, YouTube and Network; not AI-only; revenue includes TAC paid to partners.", "sourceIds": [ "alphabet:a-q2-issuer" ] }, { "id": "google-tac-q2", "entityId": "alphabet", "value": 16179, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Total traffic acquisition costs; sensitivity only, not an additional activity score.", "sourceIds": [ "alphabet:a-q2-issuer" ] }, { "id": "meta-ad-q2", "entityId": "meta", "value": 59363, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Advertising sales; not Muse-specific revenue.", "sourceIds": [ "meta:m-q2-issuer" ] }, { "id": "amazon-ad-q2", "entityId": "amazon", "value": 19809, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Advertising Services sales only, not online-store/AWS/Prime revenue; retained filing table independently inspected.", "sourceIds": [ "amazon:amz-q2-filing" ] }, { "id": "tencent-marketing-q2", "entityId": "tencent", "value": 43565, "unit": "CNY million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Marketing Services; AI materially supports recommendations but sales not AI-only.", "sourceIds": [ "tencent:tc-ir2026" ] }, { "id": "baidu-online-ad-q2", "entityId": "baidu", "value": 13100, "unit": "CNY million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "General Business online marketing; excludes other broader group categories; reported rounded amount.", "sourceIds": [ "baidu:bd-q2-2026" ] }, { "id": "applovin-ad-q2", "entityId": "applovin", "value": 1923.686, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Continuing advertising revenue net of publisher payments, excluding divested Apps; not gross advertiser spend.", "sourceIds": [ "applovin:q226" ] }, { "id": "ttd-ad-q2", "entityId": "the-trade-desk", "value": 715.057, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Platform revenue, not gross advertiser spend; business/channel mix differs from AppLovin.", "sourceIds": [ "ttd:q226" ] }, { "id": "reddit-ad-q2", "entityId": "reddit", "value": 762, "unit": "USD million", "period": "2026 Q2", "observationType": "measured", "relation": "exact", "lowerBound": null, "upperBound": null, "boundary": "Rounded advertising revenue; 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Announcement No. 2026-051: Progress of a wholly owned subsidiary's joint investment with a professional investment institution", "publisher": "Anhui Korrun Co., Ltd. (Shenzhen Stock Exchange disclosure via CNINFO)", "publishedDate": "2026-07-16", "accessedDate": "2026-10-20", "type": "filing", "packetSourceId": "s-korrun-0716", "entityId": "deepseek", "evidencePath": "models/reviews/deepseek.json" } ], "selectionParameters": { "maxCompanies": 10, "globalScore": null, "weights": null, "normalization": "Only unit scaling within a comparable measure. No currency conversion, DAU-to-MAU conversion, ARR-to-revenue conversion, valuation input or imputation of unknowns.", "activityFormula": "q_i,LTM = q_i,FY + q_i,currentYTD - q_i,priorYTD for the same accounting/product perimeter. A_i,j is measured only within a defined role j; no global weighted sum is calculated here.", "coverageFormula": "x_i in {0,1}; sum_i x_i <= 10; sum_i d_i,j*x_i >= 1 for each declared role j, where d_i,j is documented delivered participation. Related units share an economic-group constraint. Feasibility does not establish a unique best set.", "editorialAllocation": { "assistant-search": 2, "owned-distribution-advertising": 3, "independent-advertising": 1, "creative-production": 2, "commerce-assistance": 1, "adaptive-learning": 1 }, "allocationExplanation": "These ten primary-role seats are a declared coverage choice, not empirically estimated weights. Companies may serve several functions but occupy one seat. Two assistant representatives preserve search-led and assistant-led distribution; three other platforms preserve materially different social/content ecosystems; two creative seats distinguish broad design from professional workflows. The other seats keep independent advertising, shopping and learning visible. Alternative allocations are reported below.", "missingData": "Unknown stays null. Private firms remain eligible using product/deployment and dated activity evidence. Missing current comparable financials prevent a numerical rank; they do not generate a zero or a disclosure penalty.", "ties": "No strict cross-function ordinal rank is asserted. Display order is editorial. Different defensible ten-member sets remain in the sensitivity record; the final seats cannot be uniquely identified from public data." }, "comparisons": { "revenueBaseline": "Within same-period USD advertising observations: Google 81,629; Meta 59,363; Amazon 19,809; Reddit 762. These are disclosed ad-category sales, not a comprehensive market denominator. AppLovin and Trade Desk platform revenue is compared separately because media pass-through and take rates differ. Tencent and Baidu remain in CNY.", "usageBaseline": "Reported Gemini MAU, ChatGPT WAU, Doubao DAU, media-family audiences and question counts are kept in separate columns. A largest-user sort would be invalid. Meitu 282m platform MAU exceeds Canva historical 260m, illustrating why neither user scale alone nor one creative subtype defines the entire sublayer.", "compositeRejected": "A composite of revenue, users, funding, model quality and editorial importance would double-count scale, reward disclosure and require unsupported conversions. No precision is manufactured by assigning weights.", "recommended": "A documented representative set constrained by delivered functions, informed by relevant activity and explicit within-role comparisons. It is auditable editorial selection with mathematics for measurable quantities and constraints, not a scientifically unique total ordering." }, "calculations": [ { "name": "AppLovin versus Trade Desk quarterly platform revenue", "formula": "1923.686 / 715.057", "result": 2.6902554621519683, "unit": "ratio", "inputObservationIds": [ "applovin-ad-q2", "ttd-ad-q2" ], "qualification": "Same currency/quarter and platform revenue rather than gross media spend. Different channel/take-rate economics prevent interpreting this as market share." }, { "name": "Tencent versus Baidu disclosed ad-category revenue", "formula": "43565 / 13100", "result": 3.3255725190839693, "unit": "ratio", "inputObservationIds": [ "tencent-marketing-q2", "baidu-online-ad-q2" ], "qualification": "Same currency/quarter, but category boundaries differ. It is a size comparison of disclosed categories, not AI market share." }, { "name": "Illustrative Google advertising less disclosed TAC", "formula": "81629 - 16179", "result": 65450, "unit": "USD million", "inputObservationIds": [ "google-ad-q2", "google-tac-q2" ], "qualification": "Sensitivity to pass-through costs only; this is not an issuer revenue measure or fully comparable net take across all platforms." }, { "name": "AppLovin continuing LTM revenue", "formula": "5480.717 + 3766.135 - 2417.728", "result": 6829.124, "unit": "USD million", "inputObservationIds": [ "applovin-revenue-fy25", "applovin-revenue-h126", "applovin-revenue-h125" ], "qualification": "Same continuing-operations perimeter. No annualization of one high-growth quarter." }, { "name": "Duolingo LTM revenue", "formula": "1037.589 + 590.421 - 483.008", "result": 1145.002, "unit": "USD million", "inputObservationIds": [ "duolingo-revenue-fy25", "duolingo-revenue-h126", "duolingo-revenue-h125" ], "qualification": "Annual plus current half less previous half, from annual and Q2 filing. All product revenue, not AI-only." }, { "name": "Meitu visual LTM revenue", "formula": "2954.033 + 1769.111 - 1351.353", "result": 3371.791, "unit": "CNY million", "inputObservationIds": [ "meitu-visual-fy25", "meitu-visual-h126", "meitu-visual-h125" ], "qualification": "Consistent photo/video/design boundary; unrelated revenue excluded." }, { "name": "Kling LTM revenue floor", "formula": "300 + 340 + 650 + 850", "result": 2140, "unit": "CNY million", "inputObservationIds": [ "kling-revenue-q325", "kling-revenue-q425", "kling-revenue-q126", "kling-revenue-q226" ], "qualification": "Three quarters are strict issuer lower thresholds; Q4 is the reported 340m amount. The disclosed-value sum exceeds this floor; the upper bound is unknown. Rounding precision is retained and this is not an exact point estimate." }, { "name": "Independent-advertising adverse stress", "formula": "1923.686 * 0.5 - 715.057 * 1.2", "result": 103.77459999999996, "unit": "USD million", "inputObservationIds": [ "applovin-ad-q2", "ttd-ad-q2" ], "qualification": "Editorial stress factors, not confidence intervals. AppLovin retains the larger observed revenue under this severe comparison; functional differences remain." } ], "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "canva", "duolingo" ], "selected": [ { "entityId": "alphabet", "displayOrder": 1, "rank": null, "score": null, "reason": "Large current advertising activity and a separately measured 950m-MAU assistant. Search, discovery and model-mediated interaction are evidenced independently.", "sourceIds": [ "alphabet:a-q2-issuer", "alphabet:a-q2remarks" ] }, { "entityId": "meta", "displayOrder": 2, "rank": null, "score": null, "reason": "Material current AI-driven advertising and social distribution; $59.363bn quarterly advertising revenue. Family reach is retained only as media distribution.", "sourceIds": [ "meta:m-q2-issuer", "meta:m-muse-agent" ] }, { "entityId": "bytedance", "displayOrder": 3, "rank": null, "score": null, "reason": "Current AI advertising, creative products and substantial reported assistant activity. Private disclosure gaps do not remove a major delivered platform.", "sourceIds": [ "bytedance:bd-world", "bytedance:bd-seedance", "bytedance:bd-strategy", "bytedance:bd-jv" ] }, { "entityId": "openai", "displayOrder": 4, "rank": null, "score": null, "reason": "ChatGPT has a dated >1.2bn weekly-user threshold and commercial access. Parent/API revenue is excluded from the consumer rationale.", "sourceIds": [ "openai:o-gpt", "openai:o-devday" ] }, { "entityId": "tencent", "displayOrder": 5, "rank": null, "score": null, "reason": "Current AIM+ commercial advertising and a distinct Weixin ecosystem. Marketing Services is the financial anchor; Yuanbao use is not inferred from Weixin users.", "sourceIds": [ "tencent:tc-ir2026", "tencent:tc-ar2025" ] }, { "entityId": "amazon", "displayOrder": 6, "rank": null, "score": null, "reason": "Current shopping assistance, voice access and advertising tools are deployed. Advertising revenue and actual product availability support the role without AWS or merchandise sales.", "sourceIds": [ "amazon:amz-q2-issuer", "amazon:amz-q2-filing" ] }, { "entityId": "applovin", "displayOrder": 7, "rank": null, "score": null, "reason": "Represents independent performance advertising. Continuing platform revenue exceeds the screened Trade Desk comparison; gross ad spend and divested Apps are not counted.", "sourceIds": [ "applovin:q226", "applovin:sec-10k-fy2025", "applovin:open" ] }, { "entityId": "adobe", "displayOrder": 8, "rank": null, "score": null, "reason": "Represents professional creative and document workflows, with a disclosed AI-first run rate and delivered products. Broad subscription sales are contextual, not AI-only.", "sourceIds": [ "adobe:adobe-q3-pr", "adobe:adobe-q3-script" ] }, { "entityId": "canva", "displayOrder": 9, "rank": null, "score": null, "reason": "Represents mass-market visual creation with disclosed platform revenue and active users. Selected on broad workflow distribution; Meitu and specialist creators remain serious alternatives.", "sourceIds": [ "canva:wrap25", "canva:rvi", "canva:claude-design" ] }, { "entityId": "duolingo", "displayOrder": 10, "rank": null, "score": null, "reason": "Represents adaptive learning and conversational practice with paid subscriptions and daily use. The learning seat is an explicit coverage decision, not a claim of tenth-largest revenue.", "sourceIds": [ "duolingo:annual", "duolingo:q226", "duolingo:max" ] } ], "sensitivityTests": [ { "id": "broad-current-activity", "description": "Declared default: commercial ML advertising and generative applications; six functional roles.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "canva", "duolingo" ], "functionalCounts": { "assistant-search": 6, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 5, "commerce-assistance": 1, "adaptive-learning": 1 }, "uncoveredFunctions": [], "overlapWithDefault": 10, "jaccardWithDefault": 1.0 }, { "id": "independent-answer-engine", "description": "Prioritize an independent source-grounded answer engine over a further owned distribution platform.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "amazon", "applovin", "adobe", "canva", "duolingo", "perplexity" ], "functionalCounts": { "assistant-search": 6, "owned-distribution-advertising": 4, "independent-advertising": 1, "creative-production": 5, "commerce-assistance": 2, "adaptive-learning": 1 }, "uncoveredFunctions": [], "overlapWithDefault": 9, "jaccardWithDefault": 0.8181818181818182 }, { "id": "audio-video-coverage", "description": "Give dedicated music and video creation one seat each; broad visual workflow and learning lose seats.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "suno", "kling-ai" ], "functionalCounts": { "assistant-search": 6, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 6, "commerce-assistance": 1, "adaptive-learning": 0 }, "uncoveredFunctions": [ "adaptive-learning" ], "overlapWithDefault": 8, "jaccardWithDefault": 0.6666666666666666 }, { "id": "device-assistant-coverage", "description": "Add on-device assistant distribution; remove the learning coverage requirement.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "canva", "apple" ], "functionalCounts": { "assistant-search": 7, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 6, "commerce-assistance": 1, "adaptive-learning": 0 }, "uncoveredFunctions": [ "adaptive-learning" ], "overlapWithDefault": 9, "jaccardWithDefault": 0.8181818181818182 }, { "id": "ads-and-search-emphasis", "description": "Allocate two additional seats to established search/advertising ecosystems instead of mass-market creation and learning.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "microsoft", "baidu" ], "functionalCounts": { "assistant-search": 8, "owned-distribution-advertising": 7, "independent-advertising": 1, "creative-production": 5, "commerce-assistance": 1, "adaptive-learning": 0 }, "uncoveredFunctions": [ "adaptive-learning" ], "overlapWithDefault": 8, "jaccardWithDefault": 0.6666666666666666 }, { "id": "visual-specialist-emphasis", "description": "Add Meitu visual editing and paid creation in place of a further broad distribution platform.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "amazon", "applovin", "adobe", "canva", "duolingo", "meitu" ], "functionalCounts": { "assistant-search": 5, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 6, "commerce-assistance": 1, "adaptive-learning": 1 }, "uncoveredFunctions": [], "overlapWithDefault": 9, "jaccardWithDefault": 0.8181818181818182 }, { "id": "no-secondary-numeric-inputs", "description": "Remove Doubao reported count and all reported private ARR/run-rate figures from numeric comparison. ByteDance remains on primary delivered-platform evidence; no missing value becomes zero.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "canva", "duolingo" ], "functionalCounts": { "assistant-search": 6, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 5, "commerce-assistance": 1, "adaptive-learning": 1 }, "uncoveredFunctions": [], "overlapWithDefault": 10, "jaccardWithDefault": 1.0 }, { "id": "unknown-not-zero", "description": "Do not impute unavailable consumer revenue or convert compatible devices/cumulative users into active use. Preserve unknown candidates and the declared role allocation; no numerical exclusion is inferred.", "selectedIds": [ "alphabet", "meta", "bytedance", "openai", "tencent", "amazon", "applovin", "adobe", "canva", "duolingo" ], "functionalCounts": { "assistant-search": 6, "owned-distribution-advertising": 5, "independent-advertising": 1, "creative-production": 5, "commerce-assistance": 1, "adaptive-learning": 1 }, "uncoveredFunctions": [], "overlapWithDefault": 10, "jaccardWithDefault": 1.0 } ], "stability": { "scenarioCount": 8, "membershipCounts": { "alphabet": 8, "meta": 8, "bytedance": 8, "tencent": 6, "baidu": 1, "openai": 8, "anthropic": 0, "alibaba": 0, "microsoft": 1, "amazon": 8, "spacex": 0, "applovin": 8, "canva": 6, "adobe": 8, "meitu": 1, "duolingo": 5, "superhuman": 0, "perplexity": 1, "gamma": 0, "suno": 1, "midjourney": 0, "runway": 0, "kling-ai": 1, "elevenlabs": 0, "character-ai": 0, "minimax": 0, "moonshot": 0, "deepseek": 0, "pinterest": 0, "reddit": 0, "snap": 0, "spotify": 0, "the-trade-desk": 0, "apple": 1 }, "alwaysSelected": [ "alphabet", "meta", "bytedance", "openai", "amazon", "applovin", "adobe" ], "interpretation": "Scenario counts are deterministic coverage tests, not probabilities of being a top-ten company. Tests change scope and role priorities; they cannot measure hidden private-company revenue.", "numericStress": "AppLovin remains above Trade Desk under a 50% haircut and a 20% uplift respectively; broad Google/Meta/Amazon order survives subtracting disclosed Google TAC. Unknown consumer economics and different accounting scopes still prevent a complete numerical order." }, "cutoff": { "uniqueTenthCompany": null, "uncertainSeats": [ "tencent", "canva", "duolingo", "amazon", "adobe" ], "namedAlternatives": [ "perplexity", "meitu", "suno", "kling-ai", "apple", "microsoft", "baidu", "alibaba", "anthropic", "the-trade-desk" ], "explanation": "These are competing coverage decisions, not a statistical tie at an exact scalar score. Public evidence cannot establish one uniquely correct tenth company. The default is publishable only with this qualification and a candidate ledger." }, "changesVersusPrior": { "priorIds": [ "tencent", "baidu", "applovin", "canva", "duolingo", "superhuman", "meitu", "perplexity", "gamma", "chatgpt" ], "retained": [ "tencent", "applovin", "canva", "duolingo" ], "aliasConsolidation": { "chatgpt": "openai" }, "added": [ "alphabet", "meta", "bytedance", "amazon", "adobe" ], "notSelected": [ "baidu", "superhuman", "meitu", "perplexity", "gamma" ], "reason": "The old list omitted major delivered platforms and treated cross-layer placement as a reason to exclude them. The corrected set compares all functions and retains removed dossiers in the directory." }, "refresh": { "monitoring": "Daily source monitoring at 12:00 America/New_York; one catch-up after downtime. A check is not a full new research acceptance.", "formalSelection": "Quarterly after relevant reports, with earlier event-driven review for closure, acquisition, divestiture or a documented change of product availability.", "entry": "Current commercial eligibility, a completed source-backed dossier and stronger within-role activity or material missing function. New evidence may change an uncertain seat without invented precision.", "exit": "Loss of current commercial function, consolidation with another selected economic group, or sustained evidence that an alternative better meets the declared role. Ordinary close calls require two reporting periods; material corporate events are immediate review triggers.", "uncertainCutoff": "Retain named alternatives and record why a representative was chosen. Do not label a one-time noisy change a definitive loss of importance." }, "limitations": [ "Thirty-four candidates broaden the old universe but do not prove exhaustive global coverage. Additional regional or specialist suppliers may matter.", "Private disclosure and definitions vary. Assistant-user counts, media audiences and paid cohorts are not interchangeable.", "Creative revenue includes enterprise and non-AI tools; advertising categories reflect AI-enabled systems rather than AI-only sales.", "Some challenger screening is shallower than completed dossiers; entry requires full dossier review. Pinterest Q2 retrieval gap and Character.ai continuity need follow-up.", "Role allocation is a reasoned editorial judgment. It is reproducible as a declared decision, but data do not identify a unique set without that judgment." ], "reproducibility": { "script": "apps-consumer/evidence/build_consumer_selection.py", "comparisonOutput": "apps-consumer/selection/consumer-calculations.json", "packets": "Exact candidate packet hashes retained in universe; source access dates retained in sourceRegistry.", "acceptance": "Source and consistency review complete; root editorial/rendering acceptance still required. No Dachi manual acceptance is asserted." }, "layer": "applications", "publicationInterpretation": "This is an evidence-backed representative selection. Display order is not an overall importance rank; methodological choices and unresolved alternatives remain part of the result.", "companySourceRegister": { "alphabet": { "name": "Alphabet", "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "compiledAt": "2026-10-21", "sources": [ { "id": "a-10k", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm", "title": "Alphabet Inc. Form 10-K for fiscal year 2025", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-02-05", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-10q", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000071/goog-20260630.htm", "title": "Alphabet Inc. Form 10-Q for the quarter ended June 30, 2026", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-07-23", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-q2pr", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000066/googexhibit991q22026.htm", "title": "Alphabet second quarter 2026 results (Form 8-K Exhibit 99.1)", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-07-22", "accessedDate": "2026-10-02", "type": "press_release" }, { "id": "a-q1pr", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm", "title": "Alphabet first quarter 2026 results (Form 8-K Exhibit 99.1)", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-04-29", "accessedDate": "2026-10-02", "type": "press_release" }, { "id": "a-proxy", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000130817926000342/goog-20260424.htm", "title": "Alphabet Inc. 2026 proxy statement (DEF 14A)", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-04-24", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-8k-vote", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526267578/d57679d8k.htm", "title": "Alphabet Form 8-K: results of 2026 annual meeting (director elections)", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-06-11", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-8k-awards", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000034/goog-20260407.htm", "title": "Alphabet Form 8-K: equity awards to named executive officers", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-04-10", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-8k-notes", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526342390/d171253d8k.htm", "title": "Alphabet Form 8-K: $25 billion senior notes offering", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-08-10", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-8k-yen", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526234488/d144566d8k.htm", "title": "Alphabet Form 8-K: yen-denominated senior notes offering", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-05-21", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-fwp", "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526251733/d160205dfwp.htm", "title": "Alphabet free writing prospectus: $80 billion equity capital plan and Berkshire Hathaway private placement", "publisher": "Alphabet Inc. (SEC EDGAR)", "publishedDate": "2026-06-01", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "a-q2remarks", "url": "https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/", "title": "Q2 2026 earnings call: Remarks from our CEO", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-07-22", "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-memo", "url": "https://blog.google/company-news/inside-google/message-ceo/next-chapter-ai-momentum/", "title": "The next chapter of our AI momentum", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-08-05", "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-gemini4", "url": "https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-4-argon/", "title": "Gemini 4 Argon: our next era of frontier intelligence", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-09-30", "accessedDate": "2026-10-02", "type": "company" }, { "id": "a-gemini3", "url": "https://blog.google/products-and-platforms/products/gemini/gemini-3/", "title": "A new era of intelligence with Gemini 3", "publisher": "Google (The Keyword blog)", "publishedDate": "2025-11-18", "accessedDate": "2026-10-02", "type": "company" }, { "id": "a-tpu8", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/eighth-generation-tpu-agentic-era/", "title": "Our eighth generation TPUs: two chips for the agentic era", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-04-22", "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-next26", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/cloud-next-2026-sundar-pichai/", "title": "Cloud Next '26: Momentum and innovation at Google scale", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-04-22", "accessedDate": "2026-10-02", "type": "company" }, { "id": "a-blackstone", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/blackstone-tpu-cloud/", "title": "Blackstone will create a new TPU cloud in a joint venture with Google", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-05-19", "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-apple", "url": "https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/", "title": "Joint statement from Google and Apple", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-01-12", "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-macrumors", "url": "https://www.macrumors.com/2026/06/09/apples-new-ai-contains-no-gemini/", "title": "Apple's New AI Models Contain 'None' of Google's Gemini Assistant", "publisher": "MacRumors", "publishedDate": "2026-06-09", "accessedDate": "2026-10-02", "type": "media" }, { "id": "a-wiz", "url": "https://www.googlecloudpresscorner.com/2026-03-11-Google-Completes-Acquisition-of-Wiz", "title": "Google Completes Acquisition of Wiz", "publisher": "Google Cloud Press Corner", "publishedDate": "2026-03-11", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "a-gcpc-lead", "url": "https://www.googlecloudpresscorner.com/leadership", "title": "Google Cloud leadership", "publisher": "Google Cloud Press Corner", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "a-kurian", "url": "https://www.googlecloudpresscorner.com/thomas-kurian", "title": "Thomas Kurian, Chief Executive Officer (bio)", "publisher": "Google Cloud Press Corner", "publishedDate": null, "accessedDate": "2026-10-02", "type": "company" }, { "id": "a-salesforce", "url": "https://www.googlecloudpresscorner.com/2026-09-15-Salesforce-and-Google-Cloud-Unify-Infrastructure-and-Agents-for-One-Connected-AI-Stack", "title": "Salesforce and Google Cloud Unify Infrastructure and Agents for One Connected AI Stack", "publisher": "Google Cloud Press Corner", "publishedDate": "2026-09-15", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "a-bnp", "url": "https://www.googlecloudpresscorner.com/2026-09-24-BNP-Paribas-and-Google-Cloud-Announce-New-Partnership-on-Agentic-AI-and-Cloud-Innovation", "title": "BNP Paribas and Google Cloud Announce New Partnership on Agentic AI and Cloud Innovation", "publisher": "Google Cloud Press Corner", "publishedDate": "2026-09-24", "accessedDate": "2026-10-21", "type": "press_release" }, { "id": "a-anth-tpu", "url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services", "title": "Expanding our use of Google Cloud TPUs and services", "publisher": "Anthropic", "publishedDate": "2025-10-23", "accessedDate": "2026-10-02", "type": "press_release" }, { "id": "a-anth-bcm", "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "title": "Anthropic partnership with Google and Broadcom for next-generation TPU compute", "publisher": "Anthropic", "publishedDate": "2026-04-06", "accessedDate": "2026-10-02", "type": "press_release" }, { "id": "a-anth-h", "url": "https://www.anthropic.com/news/series-h", "title": "Anthropic Series H announcement", "publisher": "Anthropic", "publishedDate": "2026-05-28", "accessedDate": "2026-10-02", "type": "press_release" }, { "id": "a-nextera", "url": "https://blog.google/feed/infrastructureduane-arnold-nuclear-plant-iowa/", "title": "Our new agreement with NextEra Energy will bring Iowa's only nuclear plant back to life", "publisher": "Google (The Keyword blog)", "publishedDate": "2025-10-27", "accessedDate": "2026-10-02", "type": "company" }, { "id": "a-suncatcher", "url": "https://blog.google/innovation-and-ai/models-and-research/google-research/project-suncatcher-prototype/", "title": "Our Project Suncatcher prototype satellite is in orbit", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-10-01", 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