
The I/O refresh of Gemini, Search, AI agents, and wearable previews fits into Google’s wider repositioning of Search as an AI-first product. Microsoft’s Build, with a similarly heavy AI focus and updated developer tools for Windows and Surface, shows parallel platform-level bets and increases competition over who defines end-user AI experiences. Both companies’ pushes continue to raise shared questions about provenance, attention, and the balance between platform convenience and independent creators.
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