
[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?
AINews issue for 29 to 30 October 2026 from Latent Space. It opens on Google's admission that AI Mode monetises worse than classic Search, which preceded a roughly 15% share drop. It then recaps Claude Ultra dropping the 5-hour limit, Gemini 4 Carbon, Mistral Large 4, Nemotron 3.5, Artificial Analysis Index v5, Unsloth GGUF disputes, and the Anthropic S-1 filing.
ai-policy, models, evals· Published and added 31 Oct 2026
















