NotebookLM Is Now Gemini Notebook — And It Runs Code
Google renamed NotebookLM to Gemini Notebook and gave every notebook a secure cloud computer. Over 30 million people already use it. Now it can write and run code against your sources instead of just summarizing them — turning your document pile into something you can actually analyze, not just read back. Available now for AI Ultra subscribers and qualifying Workspace customers.
Read on Google Blog →Salesforce's Agentforce Adoption Stalls — $200B in Market Value Lost
Only 34% of Salesforce customers have adopted Agentforce, and the company has lost over $200 billion in market value since December. KeyBanc says the problem is data readiness: AI agents need clean, structured data, but most enterprises still struggle with fragmented CRM records and disconnected systems. The takeaway for marketers: invest in data foundation before deploying more AI agents.
Read on MarTech →AI Ad Spending Hits $32 Billion — Mostly Paid Search
US advertisers will spend $32 billion on AI ads this year, nearly triple last year's total. But here's the twist: more than 80% runs through existing paid search listings sitting beside Google's AI Overviews. Your paid search team already handles most of it. eMarketer sees this topping $68 billion by 2030, with search-adjacent formats still dominating at 58.6%.
Read on Forbes →Google Puts Instacart, Canva, YouTube Music Inside AI Search
Google is wiring third-party apps into AI Mode. Ask about planning a barbecue, and it can drop ingredients straight into your Instacart cart. Build a grocery list and check out, ask Canva for flyer templates, or have Search assemble a playlist for YouTube Music — without leaving the results page. Search is becoming where the task gets finished, not just where the links live.
Read on Google Blog →DeepSeek Targets $74 Billion Valuation, Eyes Shanghai IPO
Chinese AI startup DeepSeek is raising fresh capital at a 500 billion yuan ($74B) valuation, setting up for a potential IPO on Shanghai's STAR Market. After shaking up the AI world with models that match OpenAI's quality at a fraction of the cost, DeepSeek is now positioning to go public — a signal that China's AI ecosystem is maturing fast and finding its own capital path.
Read on Reuters →💡 My Take
Read this one: The MarTech piece on Salesforce's Agentforce adoption problems. It's a reality check for the entire enterprise AI space: only 34% adoption despite all the hype. The culprit isn't the AI — it's the data. Companies that invested in data quality and integration are deploying agents successfully. Everyone else is stuck in "proof of concept" purgatory. The lesson: your AI strategy is only as good as your data foundation.