by Raphael Dudler | Jun 10, 2026 | gafam watch
The acronym that defined Big Tech for a decade is being replaced. Industry executives and observers are adopting “MANGO” — Meta, Anthropic, Nvidia, Google, OpenAI — to describe the dominant players of the AI era. Apple has been dropped. Amazon and Microsoft have been sidelined. And Apple placed near the bottom of the Wall Street Journal’s AI readiness ranking, trailing Nvidia, Alphabet, Microsoft, Meta and Amazon. The intelligence era has new power centres. gafam.ai examines what this means — and why the publication named after the old acronym is perfectly positioned to cover the new one.
by Raphael Dudler | Jun 5, 2026 | gafam watch
Demis Hassabis — CEO of Google DeepMind, the most important AI research organisation in the world — broke publicly with the industry consensus this week. In a rare direct statement, Hassabis said AI productivity gains should benefit workers rather than simply being captured by shareholders through headcount reduction. From inside Google — the company that just announced Gemini Spark and AI Mode at 1 billion users — this is the most consequential internal dissent in the AI era.
by Raphael Dudler | Jun 5, 2026 | google ai
Google AI Mode — the AI-powered search experience that has already reduced click-through rates to publishers by up to 61% — surpassed 1 billion monthly users this week. The same week, a security researcher disclosed that Gemini API keys remain fully active and usable after explicit deletion — a design flaw with significant enterprise security implications. And European consumer group BEUC filed Digital Services Act complaints against Google, Meta and TikTok over financial scam ads. Three Google stories. One European perspective. gafam.ai.
by Raphael Dudler | May 31, 2026 | google ai
Google is not updating Search. It is rebuilding it. A new feature lets Google generate custom visuals, interactive graphics and fully functional mini-apps directly on the search results page in response to queries — without the user ever clicking a link. Combined with Gemini Spark’s agentic capabilities and Google’s Universal Commerce Protocol, Google Search is becoming something that has no historical precedent. gafam.ai examines what this means for publishers, advertisers, European regulators and the future of the open web.
by Raphael Dudler | May 29, 2026 | google ai
A Fortune commentary published this week makes the most explosive argument in AI journalism of 2026: Sam Altman deliberately reframed AI as an intelligent mind rather than an expensive pattern-matching system — and panicked Sundar Pichai into embedding AI Overviews into Google Search, systematically destroying the $237 billion advertising revenue that is Google’s entire commercial foundation. gafam.ai examines the argument — and what it means for Europe.
