Deep Moat

Google I/O Killed SEO


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Google just shipped enough at I/O to become the Apple of AI. We get into Gemini 3.5 Flash beating last year's Pro, why Spark is built so you never leave Google, and how Universal Cart quietly killed SEO.

In this episode:

  • What Gemini 3.5 Flash actually changes (and why it costs more)
  • Why Spark is the lock-in play, not the agent play
  • Gemini Omni vs Seedance and why everyone misses the point
  • Universal Cart and what's left of search traffic
  • Why Karpathy picked Anthropic over everyone

Timestamps

00:00 Intro

00:26 Gemini 3.5 Flash beats the old Pro

04:22 Why every AI model is getting more expensive

06:41 Gemini Spark and the OpenClaw question

12:14 Gemini Omni vs Seedance

16:08 Universal Cart and the death of SEO

22:34 Karpathy joins Anthropic

...more
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Deep MoatBy Lucian Armasu & John Komarek