Google Advances Gemini 3 AI While Microsoft Improves Windows 11 Features

Sundar Pichai, CEO of Google's parent company Alphabet, has issued multiple warnings about the current AI investment boom, comparing it to the dot-com era. He notes elements of 'irrationality' despite AI's profound potential, stating that no company, including Google, would be immune if the AI bubble bursts. Other tech leaders like OpenAI CEO Sam Altman and Amazon founder Jeff Bezos have also acknowledged 'bubbly' aspects or an 'industrial bubble' in the AI sector. Despite these concerns, Alphabet's shares have surged, doubling its market value to $3.5 trillion. Google continues to push its AI advancements, with its new Gemini 3 model topping benchmarks and receiving praise from rivals like OpenAI CEO Sam Altman and xAI CEO Elon Musk. Google plans to integrate Gemini 3.0 into Google Search's 'AI Mode' to offer an expert-like experience. Pichai also cautioned users not to blindly trust AI tools due to their error proneness, emphasizing the continued importance of reliable information sources like Google Search. Google is investing significantly in AI infrastructure, including a £5 billion commitment to UK AI research and training models in Britain. However, Pichai highlighted the 'immense' energy demands of AI, which will delay Alphabet's net-zero climate targets, and predicted 'societal disruptions' in jobs. Meanwhile, Microsoft is advancing its 'AI-native' Windows vision by rolling out 'Experimental agentic features' in Windows 11 Insider builds. These agentic AI features, designed to perform background tasks and access files in 'Known Folders' like Documents and Pictures, pose 'novel security risks' such as 'cross-prompt injection' and potential malware installation. Microsoft is addressing these by making the feature off by default, requiring administrator enablement, creating separate user accounts for AI agents with limited access, and ensuring all AI actions are observable, require human approval, and produce audit logs. This cautious approach follows lessons learned from the Recall feature rollout. The broader impact of agentic AI is evident across industries. AppsFlyer, for instance, launched eight new marketing AI products on November 18, 2025, including an Agentic AI Suite, to enhance growth measurement and data collaboration, positioning itself as a 'Modern Marketing Cloud'. A McKinsey report indicates that agentic AI systems are significantly transforming marketing and sales, with early adopters seeing campaign execution speed up by 15 times and customer service time reduce by 25 percent. Agentic AI is also poised to transform global commerce, with nearly half of consumers open to using AI agents for purchases, though concerns about fraud and liability persist. Massive investments in AI infrastructure continue from tech giants like Google, Microsoft, Amazon, and Meta. However, investor nervousness is growing, with reports of Peter Thiel and SoftBank selling their Nvidia stakes. Nvidia's upcoming Q3 results are seen as a crucial indicator for the AI industry. In the content space, Stack Overflow is transforming into a premier AI training data provider, securing content deals with AI labs and launching enterprise-grade forums with enhanced security. Hearst Networks and Particle6 are also leveraging AI for a ten-episode history show for The History Channel in the Netherlands, blending live footage with AI-generated content, while Hollywood explores AI apocalypse themes in new films like Gore Verbinski's 'Good Luck, Have Fun, Don't Die'.

Key Takeaways

• Sundar Pichai, CEO of Google's parent company Alphabet, warns of 'irrationality' in the current AI investment boom, comparing it to the dot-com era, and states no company, including Google, would be immune if the AI bubble bursts.
• Google's new Gemini 3 model has topped benchmarks, receiving congratulations from rival CEOs including OpenAI's Sam Altman and xAI's Elon Musk.
• Google plans to invest £5 billion in UK AI infrastructure and research, including training models, but notes AI's 'immense' energy needs will delay Alphabet's net-zero climate targets.
• Microsoft is integrating 'agentic AI features' into Windows 11, creating separate user accounts for AI agents and requiring human approval, while warning of security risks like 'cross-prompt injection'.
• Agentic AI is significantly impacting marketing and sales, with early adopters seeing campaign execution speed up by 15 times and customer service time reduce by 25 percent, according to a McKinsey report.
• AppsFlyer launched eight new marketing AI products on November 18, 2025, including an Agentic AI Suite, to enhance growth measurement, AI automation, and data collaboration.
• Concerns about an AI financial bubble are growing, with investors like SoftBank and Peter Thiel reportedly selling their Nvidia stakes, making Nvidia's upcoming Q3 results crucial.
• Stack Overflow is transforming into a premier AI training data provider, leveraging its vast programming knowledge for enterprise AI applications and securing content deals with AI labs.
• Google CEO Sundar Pichai advises people not to blindly trust everything AI tools say due to their error proneness, emphasizing the importance of reliable information sources like Google Search.
• The entertainment industry is adopting AI, with Hearst Networks launching an AI history TV show project and Hollywood releasing films exploring AI apocalypse themes.

Google CEO Sundar Pichai warns AI bubble could burst

Sundar Pichai, CEO of Google's parent company Alphabet, warned that no company, including Google, would be safe if the current AI investment bubble bursts. He compared the situation to the dotcom boom, noting elements of 'irrationality' despite AI's profound potential. Pichai highlighted Google's 'full stack' approach as a strength to weather such a storm. He also discussed Google's significant investment in the UK, including training AI models there, and the immense energy demands of AI, which may delay climate targets.

Google CEO warns AI bubble burst affects all firms

Sundar Pichai, CEO of Alphabet and Google, told the BBC that while AI investment is an 'extraordinary moment', it also shows 'elements of irrationality', similar to the dotcom era. He warned that no company, including Google, would be immune if the AI bubble bursts. Pichai also announced that Google will start training AI models in Britain. He noted the 'immense' energy needs of AI, which will delay Alphabet's net-zero targets.

Google CEO warns against blindly trusting AI tools

Sundar Pichai, CEO of Alphabet, advised people not to blindly trust everything AI tools say because they are prone to errors. He stressed the importance of reliable information sources like Google Search. Pichai mentioned Google's upcoming Gemini 3.0 model and its integration into Google Search's 'AI Mode' to compete with services like ChatGPT. He also discussed Google's commitment to balancing fast AI development with safety, including increased security investments and open-sourcing AI image detection technology.

Alphabet CEO warns AI tools can make errors

Sundar Pichai, CEO of Alphabet, warned that people should not blindly trust everything AI tools say because these models are prone to errors. He also stated that no company would be immune if the AI investment bubble bursts, comparing it to the internet boom. Google has introduced an 'AI Mode' into its search using its Gemini chatbot, aiming to provide an expert-like experience. Pichai emphasized using AI tools for their strengths, like creative writing, but always with caution.

Google CEO warns all firms face AI bubble risk

Sundar Pichai, CEO of Alphabet, acknowledged 'irrationality' in the current AI boom and warned that no company, including Google, would be immune if the AI bubble bursts. He compared the situation to the dot-com crash of 2000, where excess investment occurred but the internet proved profound. Alphabet's shares have doubled to $3.5 trillion due to AI investments. Other tech leaders like Sam Altman of OpenAI and Jeff Bezos of Amazon have also noted 'bubbly' aspects or an 'industrial bubble' in AI.

Google CEO warns AI bubble burst will affect all

Sundar Pichai, CEO of Alphabet, warned that no company would be immune if the AI investment bubble bursts, comparing the current market 'irrationality' to the dotcom era. Despite this, he called it an 'extraordinary moment' for investment, with Alphabet shares surging 46% this year. Google plans to invest £5 billion in UK AI infrastructure and research, including training models in Britain. Pichai also highlighted the 'immense' energy needs of AI, which may delay Alphabet's climate targets, and predicted AI would cause 'societal disruptions' in jobs, requiring people to adapt.

Google CEO says AI bubble could burst but tech will last

Sundar Pichai, CEO of Alphabet, admitted that the AI market bubble could burst, affecting all companies including Google. However, he believes AI technology will endure and bring fundamental societal change, much like the internet. Pichai acknowledged 'irrational' phases in investment cycles but noted real demand for AI. He stated Google's 'AI-first' and 'full-stack' approach positions it well for the future. Investor concerns are rising, with Peter Thiel and SoftBank reportedly selling Nvidia stakes, making Nvidia's upcoming Q3 results crucial.

Google CEO warns AI bubble burst affects everyone

Google CEO Sundar Pichai warned that the current AI boom has both rational and irrational elements, comparing it to the dot-com bubble. He stated that no company, including Google, would be immune if the AI bubble bursts, but expects AI to be as profound as the internet. Pichai highlighted AI's immense energy demands, with Google's annual spending rising significantly. He also cautioned against blindly trusting AI due to its error proneness, emphasizing the continued need for accurate sources like Google Search.

Google CEO sees rational and irrational AI investments

Google CEO Sundar Pichai offered a candid assessment of the AI investment frenzy, acknowledging both rational excitement and elements of irrationality. He compared the current situation to the dot-com era, expecting AI to be as transformative as the internet despite potential market excesses. Tech giants like Google, Microsoft, Amazon, and Meta are investing hundreds of billions in AI infrastructure. Concerns about an AI bubble are growing, with Klarna's CEO expressing nervousness and Softbank and Peter Thiel reportedly selling Nvidia stakes.

Google CEO warns AI bubble burst impacts all

Alphabet CEO Sundar Pichai warned that if the AI bubble bursts, no company will escape its impact, comparing the current 'extraordinary moment' of investment to the dot-com boom. He noted that while AI's excitement is rational, the industry can 'overshoot'. Pichai believes Google's 'full stack' of technologies positions it well to weather market turbulence. He also highlighted AI's 'immense' energy needs, which will delay Alphabet's climate targets, and predicted AI will cause 'societal disruptions' but create new opportunities for those who adapt.

Google CEO finds AI boom both rational and irrational

Google CEO Sundar Pichai stated that the AI boom contains both rational and irrational elements, comparing it to the early internet's investment cycle. He warned that if the AI bubble bursts, every company, including Google, would be affected. Pichai believes Google's 'full stack' of technologies gives it an advantage to ride out such a situation. Other financial leaders like Goldman Sachs Vice Chairman John Waldron and Amazon founder Jeff Bezos have also commented on the potential for a market correction or an 'industrial bubble' in AI.

Google CEO warns AI spending shows irrationality

Google CEO Sundar Pichai warned of 'irrationality' in the AI boom and stated that no company is safe from potential market corrections, comparing it to the dot-com bubble burst of 2000. He acknowledged AI's potential to reshape the economy but also predicted labor upheaval and job losses. Despite tech stock volatility, Google shares have surged 50% this year. Concerns are rising after Peter Thiel and Softbank reportedly sold their Nvidia stakes, making Nvidia's upcoming earnings report a key indicator for the AI industry.

AI bubble warnings grow as investors sell Nvidia

Warnings about an AI financial bubble are growing louder as major investors are selling Nvidia stock. Sundar Pichai, CEO of Alphabet, compared current AI speculation to the dot-com crash, stating no company, including Google, would be immune if the bubble bursts. Klarna CEO Sebastian Siemiatkowski expressed nervousness about massive data center investments. Investor Michael Burry, known for predicting the 2008 crisis, has also reportedly short-sold Nvidia. These concerns have caused global markets and US stock indexes to trade lower.

Google CEO warns AI bubble could burst

Sundar Pichai, CEO of Google's parent company Alphabet, warned of 'irrationality' in the current AI boom and stated that every company, including Google, would be affected if the AI bubble bursts. He compared the situation to the dotcom boom, noting excess investment but also AI's profound potential. Pichai highlighted Google's 'full stack' of technologies as a strength. He also discussed Google's significant investment in UK AI research, the immense energy demands of AI delaying climate targets, and the impact of AI on jobs.

Google CEO warns AI boom shows irrationality

Sundar Pichai, CEO of Alphabet, cautioned that the global rush into AI shows 'irrationality' despite billions being invested. He warned that no company, including Google, would be immune if the AI bubble bursts, comparing it to the dot-com crash of 2000. Alphabet's market value has doubled to $3.5 trillion due to AI. Other tech leaders like OpenAI CEO Sam Altman and Amazon founder Jeff Bezos have also noted 'bubbly' aspects or an 'industrial bubble' in the AI sector.

Microsoft warns Windows 11 AI agents pose malware risk

Microsoft warned that Windows 11's new agentic AI features could pose security risks, including malware installation through 'cross-prompt injection'. The feature will be off by default and only administrators can enable it. When active, AI agents create local user accounts with limited access to specific user folders like Documents and Pictures. Microsoft emphasizes that AI actions must be observable, require human approval, and produce audit logs. The first preview builds are rolling out to Insiders, with Copilot expected to use these agentic workspaces soon.

Windows 11 update adds AI agents that access files

Microsoft's vision for an 'AI-native' Windows is advancing with a new 'Experimental agentic features' toggle in Windows 11 Insider builds. This creates an 'Agent Workspace' where AI agents can access 'Known Folders' like Documents and Pictures. Microsoft states agents read files in an isolated runtime and require user permissions for read/write access. A separate user account is created for each AI agent to ensure limited access and admin control. While the feature is not fully functional yet, it raises privacy concerns for some users.

Microsoft addresses Windows 11 AI agent security risks

Microsoft is addressing 'novel security risks' as it integrates 'agentic' AI features into Windows 11, starting with an 'experimental agentic features' toggle in Insider builds. These AI agents, designed to perform background tasks like organizing files, will have their own user accounts separate from personal ones. Users must approve data requests, and all agent actions will be observable and logged. Microsoft warns of risks like 'cross-prompt injection' which could lead to malware or data theft. For now, these features are off by default, showing Microsoft learned from the Recall feature rollout.

AppsFlyer launches eight new marketing AI products

AppsFlyer released eight new products to enhance growth measurement, AI automation, and data collaboration for businesses. This launch marks AppsFlyer's evolution into a Modern Marketing Cloud, aiming for unified and autonomous marketing. Key new offerings include the Agentic AI Suite for automated marketing intelligence and the Signal Hub for privacy-safe data collaboration across platforms. Other products focus on measuring incrementality, cross-platform user journeys, enhanced security, and an AI-upgraded dashboard experience. These innovations help marketers transform complex data into clear insights and growth.

AppsFlyer unveils eight new AI marketing tools

AppsFlyer launched eight new products on November 18, 2025, expanding its offerings in measurement, AI agents, data collaboration, and security for marketing. The company now positions itself as a 'Modern Marketing Cloud'. New products include the Agentic AI Suite for autonomous marketing intelligence and Incrementality for User Acquisition to measure true impact. AppsFlyer also introduced Cross-Platform Journeys for omnichannel insights and Signal Hub for privacy-safe data collaboration. Additional releases cover an Enterprise-Grade Security Package, an Enhanced Attribution Model, and AI-upgraded My Dashboards.

McKinsey report highlights agentic AI impact on marketing

A McKinsey report reveals that agentic AI systems are significantly impacting marketing and sales by acting as autonomous digital agents. Early adopters, including Fortune 250 brands, have seen campaign execution speed up by 15 times and customer service time reduce by 25 percent. Companies are embedding these AI agents into entire workflows, not just using them as tools, to predict and resolve customer issues proactively. Marketers should treat AI agents as collaborators, assigning roles and tracking performance with new metrics like learning velocity. This shift is leading to cross-functional human-AI teams and internal 'agent factories' to manage AI development.

Agentic AI transforms commerce despite trust concerns

Agentic AI is set to transform global commerce by offering consumers greater convenience and businesses new efficiencies. Nearly half of consumers are open to using AI agents for purchases, prompting major payments and FinTech firms to innovate. However, significant challenges exist, including widespread consumer doubts and merchant concerns about fraud and liability. Industry leaders are working to build trust and navigate complex global regulations through innovation, collaboration, and secure AI-driven payment systems. Agentic AI acts as an independent proxy, performing tasks like searching and transacting based on user preferences.

Hollywood explores AI apocalypse in new film

Hollywood is releasing more films about artificial intelligence, including Gore Verbinski's new AI-apocalypse movie, 'Good Luck, Have Fun, Don't Die'. Despite real-world AI advancements like chatbots writing poetry, filmmakers have not significantly changed their approach to AI stories. The new film appears to portray AI as a chaotic, glitched-out force rather than a wise or soulful entity. The trailer shows a future man, Sam Rockwell, trying to prevent an AI apocalypse, featuring spider-legged dollbots and dystopian settings with fast-paced action and humor.

Hearst launches AI history TV show project

Hearst Networks and Particle6 launched a new AI TV project: a ten-episode history show for The History Channel in the Netherlands. This show will use AI to place Dutch historians into scenes created from art and old photos, blending live footage with AI-generated content. This trend will likely increase demand for powerful chips and computing services from companies like Nvidia, Microsoft, Amazon, and Google. Media firms like Comcast and Disney may find new ways to cut costs, but the industry still needs to address rules for using past human work with AI.

Rivals congratulate Google on new Gemini 3 AI model

Google's new Gemini 3 model has topped benchmarks and received congratulations from rival CEOs. OpenAI CEO Sam Altman and xAI CEO Elon Musk both praised Google on the release of its Gemini 3 model. Other prominent figures, including Stripe CEO Patrick Collison and White House Senior Policy Advisor for AI Sriram Krishnan, also acknowledged the achievement. Gemini 3 showed impressive gains, particularly in the ARC-AGI benchmark, after weeks of anticipation.

Stack Overflow transforms into AI training data provider

Stack Overflow is transforming into a premier AI training data provider, leveraging its vast programming knowledge for enterprise AI applications. At Microsoft Ignite, CEO Prashanth Chandrasekar unveiled new products like Stack Overflow Internal, an enterprise-grade forum with enhanced security. These tools integrate with internal AI agents using a Model Context Protocol, providing verified programming knowledge and features like Reliability Scoring. Stack Overflow has also secured content deals with AI labs, generating significant revenue. CTO Jody Bailey envisions future AI agents creating their own queries to fill knowledge gaps, enabling continuous organizational learning.

AICA launches new site for AI data solutions

AICA Data launched a redesigned website showcasing its AI-powered product and service data solutions. The new site offers advanced data cleansing, enrichment, creation, classification, and comparison for industries like oil and gas, manufacturing, and retail. Upcoming capabilities include Foresight for predictive insights and SmartCapture for intelligent data extraction from various files. AICA also introduced AIClassification (Self Service) for high-speed product classification into global taxonomies. CEO Isak Marais stated the site reflects AICA's mission to turn inconsistent data into actionable intelligence, providing a resource for businesses to strengthen their data foundations.

Sources

• Google boss Sundar Pichai warns 'no company immune' if AI bubble bursts
• No firm is immune if AI bubble bursts, Google CEO tells BBC
• Don't blindly trust what AI tells you, Google boss tells BBC
• Don’t blindly trust everything AI tools say, warns Alphabet boss
• 'No Company Is Going To Be Immune': Google Boss Sundar Pichai On Impact Of AI Bubble Bursting
• Google CEO warns no firm ‘immune’ if AI bubble bursts, echoing dotcom era fears
• Alphabet's Sundar Pichai admits no company immune if AI bubble bursts, but expects tech will last like internet
• Google CEO's warning about the AI bubble bursting: 'No company is going to be immune, including us'
• Massive AI Investments Are Both Rational, And There Are Elements Of Irrationality: Google CEO Sundar Pichai
• Google CEO: If an AI bubble pops, no one is getting out clean
• Google CEO Says AI Boom Contains Both Rational and Irrational Elements
• Google CEO warns of AI spending 'irrationality': 'No company' is safe...
• Warnings of AI Bubble Grow Louder as Big Investors Dump Nvidia Stock
• Google boss Sundar Pichai warns 'no company immune' if AI bubble bursts
• What will happen if AI bubble bursts? Google boss Sundar Pichai says...
• Microsoft warns that Windows 11's agentic AI could install malware on your PC: "Only enable this feature if you understand the security implications"
• Microsoft's vision of "AI-native" Windows is becoming real, update introduces agents that pilfer through your files — Latest Windows 11 Insider build includes experimental AI agents toggle that can perform tasks for you in the background
• Microsoft tries to head off the “novel security risks” of Windows 11 AI agents
• AppsFlyer Announces Major Release of Eight New Products to Advance Growth Measurement, AI Automation, and Data Collaboration
• AppsFlyer releases eight products for measurement and AI automation
• Agentic AI in marketing according to McKinsey report
• Agents of Change: How Agentic AI Is Redefining Commerce
• Mind the glitch: is Hollywood finally getting to grips with movies about artificial intelligence?
• Hearst Launches New AI TV Project: How the Trend Could Lift Chip Stocks and Pressure Media Firms
• Elon Musk, Sam Altman Congratulate Google On Release Of Leaderboard-Topping Gemini 3 Model
• Revolutionary: Stack Overflow’s Bold Transformation into Premier AI Training Data Provider | AI AI News
• AICA Launches New Website Showcasing AI-Driven Product and Service Data Solutions