Google is turning on AI for billions — but Wall Street hasn’t priced it in. This week on DB Live, we break down the company’s homepage shift, its vertical strategy, and how its quietly going on the offense while Meta and OpenAI duke it out over talent.

Box CEO Aaron Levie joins to talk enterprise AI in the wild.

Dan Ives breaks down Tesla’s robotaxi risk, Musk’s political volatility, and what comes after the megacap run.

And Profound’s James Cadwallader on how Google’s homepage shift is rewriting the rules of SEO, search distribution, and digital visibility.

Silicon Valley meets Wall Street. This is where the hype meets the tape.