The Z Media Podcast

Google ships two new AI models in a single week while Anthropic's IPO filing cracks open numbers nobody has ever seen before, including a staggering net loss next to double digit billion dollar revenue. Grant and Claire unpack what it all means for marketers before the ad budgets even notice.

Chapters:
0:05 Cold open
0:46 Gemini 4 Carbon and Genie 4
2:20 Anthropic's IPO numbers
3:50 AI Mode ads go global
5:00 Anthropic's ad budget
6:11 A half price GPT model
7:14 Publisher traffic and measurement
8:31 Google admits the AI Mode tradeoff
9:34 DoorDash and AI agents
10:39 One thing to do
11:14 Close

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Links mentioned:
Z Media brief: Google ships Gemini 4 Carbon and Genie 4, both in limited access: https://zmedia.co/news/google-ships-gemini-4-carbon-and-genie-4-both-in-limited-access/
Google DeepMind: Gemini 4 Carbon: Our next frontier model: https://deepmind.google/blog/gemini-4-carbon-our-next-frontier-model/
Ars Technica: DeepMind unveils Genie 4 world model promising more realistic physics and humans: https://arstechnica.com/google/2026/10/deepminds-genie-4-world-model-adds-audio-and-more-realistic-people-to-simulations/
TechCrunch: Google’s Genie 4 world model adds audio, more realistic worlds, and real-time steering: https://techcrunch.com/2026/10/27/googles-genie-4-world-model-adds-audio-more-realistic-worlds-and-real-time-steering/
Z Media brief: Anthropic files for IPO, revealing $16.3 billion in half-year revenue: https://zmedia.co/news/anthropic-files-for-ipo-revealing-163-billion-in-half-year-revenue/
Anthropic: Anthropic files S-1 with the SEC for proposed initial public offering: https://www.anthropic.com/news/s1-sec
TechCrunch: Anthropic officially files for its public debut: https://techcrunch.com/2026/10/26/anthropic-officially-files-for-its-public-debut/
The Verge: Five weird details from Anthropic’s IPO filing: https://www.theverge.com/ai-artificial-intelligence/1018738/anthropic-ipo-s1-filing-weird-details
Z Media brief: Google takes AI Mode ads global as Search growth slows to 12%: https://zmedia.co/news/google-takes-ai-mode-ads-global-as-search-growth-slows-to-12/
TechCrunch: Google expands AI Search ads globally as core ad growth slows: https://techcrunch.com/2026/10/28/google-expands-ai-search-ads-globally-as-core-ad-growth-slows/
Adweek: Google Stock Sinks as AI Mode Pressures Search Ad Growth: https://www.adweek.com/media/google-stock-sinks-as-ai-mode-pressures-search-ad-growth/
Search Engine Journal: Google Search Growth Slows Again, AI Mode Is Partly Why via @sejournal, @MattGSouthern: https://www.searchenginejournal.com/google-search-growth-slows-again-ai-mode/594862/
Z Media brief: Anthropic's IPO filing shows a fast-growing ad budget and a bet on enterprise buyers: https://zmedia.co/news/anthropics-ipo-filing-shows-a-fast-growing-ad-budget-and-a-bet-on/
The Verge: Anthropic’s IPO filing lays out a plan to ‘revolutionize every area of human endeavor’ with AI: https://www.theverge.com/ai-artificial-intelligence/1018476/anthropic-ipo-details-s1-filed-sec
TechCrunch: Anthropic’s IPO filing reveals its strategy for keeping enterprise customers hooked: https://techcrunch.com/2026/10/26/anthropics-ipo-filing-reveals-its-strategy-for-keeping-enterprise-customers-hooked/
Wired: Anthropic’s IPO Prospectus Reveals What’s Under the Hood: https://www.wired.com/story/anthropic-ipo-filings-reveal-finances-risks-strategy/
Z Media brief: OpenAI's GPT-6.1 Terra cuts API prices in half and hallucinates less: https://zmedia.co/news/openais-gpt-61-terra-cuts-api-prices-in-half-and-hallucinates-less/
OpenAI: Introducing GPT-6.1 Terra: https://openai.com/index/introducing-gpt-6-1-terra
The Information: OpenAI Unveils Cheaper Terra Model Amid Anthropic Pricing Battle: https://www.theinformation.com/briefings/openai-unveils-cheaper-terra-model-amid-anthropic-pricing-battle
The Decoder: GPT-6.1 Terra halves OpenAI's API prices and still gains ground on its larger models: https://the-decoder.com/gpt-6-1-terra-halves-openais-api-prices-and-still-gains-ground-on-its-larger-models/
Z Media brief: AI search is cutting publisher clicks, and measurement has to move beyond traffic: https://zmedia.co/news/ai-search-is-cutting-publisher-clicks-and-measurement-has-to-move/
The Verge: Google’s AI search changes upended online publishing: https://www.theverge.com/column/1017983/google-ai-search-online-publishing
Search Engine Journal: Tactical Solutions For The Biggest AI Search Measurement Challenges via @sejournal, @lorenbaker: https://www.searchenginejournal.com/tactical-solutions-for-the-biggest-ai-search-measurement-challenges-recap/593023/
Z Media brief: Google says AI Mode's weaker ad earnings slowed Search growth: https://zmedia.co/news/google-says-ai-modes-weaker-ad-earnings-slowed-search-growth/
Latent Space: [AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?: https://latent.space/p/ainews-google-admits-ai-mode-hurts-search-revenue-15-500b-drop-worst-since-2004-ipo-ai-bear-market-c/

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