Reports

This is where we’ll host structured reports and deep-dive briefings on Google’s AI, Ads, and Cloud platforms.

In the near term, reports will focus on:
- Google AI and Gemini roadmap
- Search and Ads economics by vertical (e.g. Travel, Commerce, Local)
- GCP, TPUs, and data center strategy
- Patent-driven product and platform shifts

For now, all posts will be free. Over time, some reports may be available as member-only downloads.