Google kicking off its annual I.O. Developers conference in just over an hour, expected to tout new AI

features and investments amid investor uncertainty about the future of the search giant's core

business. Our Georgia Bosa is all over it in Mountain View, California for today's tech check

deer. And I don't know if you saw us talking to Jack Hittery. He said it's really the coding wars.

And that's what he's going to be watching today. Right. And this whole shift to vibe coding,

Google is certainly on that trend, which has sort of given it an edge lately, but mostly over the last

years, Google has looked vulnerable in the age of AI. That could be beginning to change with things

like vibe coding and broader shifts as well.

Today's keynote will be a chance

to really shift the narrative

if it can do so.

Now, Alphabet shares,

they have climbed back

from those edd EQ comments

just a few weeks ago

about declining Safari search volumes

and viable alternatives to search.

And underneath the surface, Google is catching up as it focuses on adoption. Keyword here. New data from Morgan Stanley shows that Gemini saw the biggest user growth of any consumer AI platform over the last six months. It's now tied with ChatGBTBT at about 40% monthly use, 14% daily use.

And maybe just as critical, commercial intent.

Google needs to figure out how to monetize without undermining search.

So data from that MS report, it also shows that Gemini users, they're moving down the funnel,

using it to compare prices and shop ahead of chat GBT in those

...