Google vs Microsoft: model, distribution, strategy

Like it or not, you may not be able to avoid the AI agents for long. David and Nilay discuss the ways Microsoft is pushing agents to practically every corner of Windows, and where Google plans to put Gemini 3 now that it's confident it makes the best model. After that, the hosts dig into the ruling in Meta's monopoly case, which has a lot to say about TikTok — and about the state and future of the internet. Finally, in the lightning round, it's time for an extra-long Brendan Carr is a Dummy, some thoughts on domain names, and a quick Boox screen test.

Further reading:

• Google cracked Apple’s AirDrop and is adding it to Pixel phones

• Talking to Windows’ Copilot AI makes a computer feel incompetent

• Microsoft is turning Windows into an ‘agentic OS,’ starting with the taskbar

• Microsoft Agent 365 lets businesses manage AI agents like they do people 

• Screw it, I’m installing Linux

• Google is launching Gemini 3, its ‘most intelligent’ AI model yet 

• Google Antigravity is an ‘agent-first’ coding tool built for Gemini 3 

• Google’s AI Mode can now help you visualize your travel plans 

• Google Gemini is getting better at identifying AI fakes | The Verge

• Google’s Nano Banana AI image model goes Pro and is free to try | The Verge

• Meta is not a monopolist, judge rules

• FTC v. Meta: the antitrust battle over Instagram and WhatsApp 

• Inside the courthouse reshaping the future of the internet

• Europe is scaling back its landmark privacy and AI laws 

• Here’s the Trump executive order that would ban state AI laws 

• Republicans are looking for a way to bring back the AI moratorium

• Brendan Carr’s FCC launches probe into BBC’s Trump edit | The Verge

• The FCC wants to roll back steps meant to stop a repeat of a massive telecom hack | The Verge

• Matter 1.5 brings camera support at last — here’s what it means for your smart home 

• MSNBC’s website is now MS.NOW 

• Future Google TV devices might come with a solar-powered remote 

• Disney loses bid to block Sling TV’s one-day cable passes 

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