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Earlier this week, we shared some recent AI highlights across Google. Here are some milestones showing our progress from the past few months ↓ 🚀 The Gemini app now has 950 million monthly active users, with daily active users tripling in the last year. 🔨 More than 9 million developers are building each month with our models across our APIs and key developer products. 📽️ Since launching Omni at I/O in May, there’s been a 40% increase in daily active users creating videos in the @GeminiApp. 📈 Our latest Gemma 4 models have been downloaded over 300 million times since launching in April. 👥 Our agentic development platform @GoogleAntigravity has more than 2.4 million weekly active users. 🔎 Since expanding AI Mode in Search globally last October, we’ve surpassed 1 billion monthly active users. 🖥️ Nearly 90% of Fortune 100 companies are using Gemini Enterprise.

This is the story of Player 9️⃣. It started on a street corner. Then more people held up the light. From one beam to 300 million stars. #BinanceTurns9# We carry that light forward, from crypto to a super financial app.

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

The most important data point in AI just dropped and it changes the entire conversation about where we are in this cycle (Save this). Jensen Huang took the stage at NVIDIA GTC Taipei 2026 and highlighted how GitHub commits, a universal measure of global software output, climbed from 300 million in 2023 to 400 million in 2024 and 500 million in 2025. In the first few months of 2026 alone, that number has nearly tripled and Jensen's conclusion was that "Agentic AI has arrived, useful AI has arrived." Then he did the math and the numbers are staggering. 30 to 40 million professional software developers represent approximately $3 trillion worth of GDP that is their combined annual salary, generating economic output across $100 trillion worth of global industry. That same $3 trillion in developer salaries is now producing nearly three times as much output. "It's effectively $9 trillion of productivity from $3 trillion of salaries. The difference is absolutely extraordinary. This is the potential. This is the promise of AI." People talk about AI killing jobs but Jensen called it complete nonsense. His logic is that if you can hire a software engineer and generate $9 trillion worth of productive work, why would you hire fewer engineers? The answer is you hire more and the data confirms it, with a new developer joining GitHub every single second as of early 2026. GitHub COO separately disclosed that 2026 commits are on pace for 13–14 billion, a 1,300% increase from 2025 with GitHub Actions compute minutes already at 2.1 billion per week, more than double the 2025 baseline. But Jensen did not stop at the productivity argument. He connected it directly to token economics, the investment thesis that matters most for everyone in this room. "Tokens are now profitable units of revenue. Because it is now profitable, AI companies want to build more tokens, generate more tokens, build more AI factories which is the reason why compute demand here in Taiwan has skyrocketed." Every agent, every automated code commit, every workflow that runs without a human prompt consumes tokens. Taiwan's own government just upgraded its GDP growth forecast to 9.64% for 2026, a 16-year high driven entirely by AI infrastructure exports. This is exactly why Milk Road has been so convicted on the AI infrastructure buildout because the productivity data is now arriving in real time at a scale that nobody modeled.