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Google

Company11 posts

Monday November 9, 2026

  1. SEO consultant estimates Google's AI features drove 21% of one site's clicks

    Cyrus Shepard opted Zyppy's site out of AI Overviews and AI Mode for 28 days; those features held about 10% of its impressions.

    Our takeTeams weighing Google's AI opt-out now have one estimate of the traffic at stake, from a single site whose owner says it worked to win AI citations and whose numbers he says may not apply elsewhere.

    Search Engine JournalSearch and discoverySites weigh Google's AI search opt-out under U.K. rules

  2. Ziff Davis says Google search referrals fell about 37% in Q3 and plans no recovery

    Search Console showed its content in AI Overviews and AI Mode about 2.7 billion times, close to 10x its Google clicks, CEO Vivek Shah said.

    Our takeZiff Davis owns CNET and PCMag, is relaunching the RetailMeNot app, and took a $29.6 million goodwill impairment in its Technology and Shopping segment this quarter. Shah's figures show its content appearing in AI Overviews and AI Mode about 10x as often as it was clicked from Google Search, though PPC Land cautioned that impressions and clicks are not a clean comparison and the company did not disclose its click total.

    PPC LandSearch and discovery

  3. Google adds more links to AI Overviews as publishers wait for click data before opting out

    Google must give U.K. publishers AI click data by December 3, and its opt-out, open worldwide since August 31, covers all AI features at once.

    Our takeSites with buying guides or reviews face the same bundled choice publishers describe, and Google so far shares impression data but not clicks from its AI features.

    DigidaySearch and discoverySites weigh Google's AI search opt-out under U.K. rules

Sunday November 8, 2026

  1. Amazon, Walmart, Shopify and Mercado Libre split on outside AI shopping agents

    Four large platforms have taken different positions on letting outside AI agents reach their catalogs and checkout. This explains what each model means for discovery, payment data and product feeds.

    Our takeAgent visibility on Amazon and Mercado Libre runs through their own listings and ads for now, while Walmart and Shopify reward product data that outside agents can read.

    Agentic commerce

Friday November 6, 2026

  1. Firmly raises $15 million to connect merchants to AI agents without new integrations

    Squarepoint Capital led the Series A, joined by J.P. Morgan Payments, Mastercard and Samsung Next. No merchant or revenue figures were given.

    Our takeMiddleware like Firmly is a bet that the fight among agent protocols, including OpenAI's ACP, Google's UCP and Meta's Personal Agent Protocol, will stay messy for years. For mid-market merchants short on engineering time, one connector is a reasonable way into agents early.

    Retail Technology Innovation HubDeals and startupsThe contest to control how AI agents pay

Thursday November 5, 2026

  1. Visa sent 22 AI agents shopping and they completed the job about 57% of the time

    Across 330 test runs buying TVs, laptops and hair tools, the best agents hit 82% while the five cheapest models averaged 50%.

    Our takeVisa has its own stake in how agent shopping is framed, but the failure patterns still matter: agents often bought the wrong product or never asked about requirements like return windows and compatibility.

    FortuneAgentic commerceThe contest to control how AI agents pay

Wednesday November 4, 2026

Sunday November 1, 2026

  1. Brazil courts AI data centers with equipment tax breaks and cheap renewable power

    The REDATA law requires 10% of qualifying capacity to be offered locally, as AWS, Microsoft and Google expand their Brazilian footprints.

    Our takeFor commerce teams in Brazil, more local AI data center capacity could mean lower latency for AI search, recommendations and service agents, plus clearer answers on where data is processed.

    FortuneAI infrastructureThe AI infrastructure spending race

Wednesday October 28, 2026

  1. Google Cloud doubles, Azure grows 48%, AWS 39%: AI demand still outruns supply

    Microsoft says demand exceeds capacity, Amazon holds 2026 capex near $220 billion and Alphabet flags a significant 2027 step-up.

    Our takeMicrosoft's numbers matter most: about 75% of its capex buys short-lived hardware and demand exceeds supply, so providers have little reason to cut inference prices and good reason to favor committed customers.

    Associated Press (via NY1)AI infrastructureThe AI infrastructure spending race

Thursday October 22, 2026

  1. Walmart opens its store to outside AI agents, with spending caps and no card data

    Agent Profiles let shoppers approve each order or set a limit, and an MCP-based Agent Gateway is in beta for developers.

    Our takeWalmart gives outside agents their own identity and spending limits while keeping card data and purchase history in-house, so it can accept agent orders without becoming a simple fulfillment endpoint.

    Retail DiveAgentic commerceRetailers pick sides on outside AI shopping agents

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