What FAANG VPs Are Reading

Agents Are Now the Product: What FAANG VPs Signaled the Week of May 19

Liz Reid's Search agents, Josh Woodward's Gemini Spark, Meta's 8,000-job restructuring, and a candid infrastructure admission from inside Google — the VP floor this week converged on one bet: agentic AI is the product, and the real constraint is whether compute can keep up.