Google is winning the AI land grab and getting reported to a regulator for it. In the same 24 hours.
One billion, with an asterisk: Sundar Pichai says Gemini has reached 1B monthly active users, faster than any Google product before it.
That counts only people opening the app or site, not Gemini inside Gmail or Search.
The caveat: Nearly every Android ships with it, and the promised Gemini 3.5 Pro still hasn’t arrived. The 100M+ iOS users are the more honest signal, since they had to choose it.
Nearly 300 newspapers are less impressed: A French publisher federation has filed a complaint with the country’s competition authority over AI Overviews, which launched in France in late July.
They’re not asking Google to stop. They want to get paid whenever their articles get summarised into an AI Overview. Google was already fined €250M in 2024 over the same 2022 agreement.
Meanwhile, your dashboards started talking: Ask Advisor is going agentic across Ads and Analytics.
Expect homepage summaries of what changed since you last logged in, natural-language questions about competitor impression share, and dashboards built from text prompts.
Two smaller ones worth your attention:
- Google is testing a list of advertiser favicons and domains above the mobile sponsored block. Good for known brands, harder for everyone else.
- A new Campaign Data Import Validation Report flags imported non-Google data missing cost, clicks, or impressions.
That’s it from Google. For now.
