Wide rollout, limited testing doesn't count. Gemini means the LLM chatbot, not including AI Overviews or AI Mode in Search
1,000[c2989] YES @ 78% — moved 15.6→78% with M$145 fill (avg 0.447, 325 shares).
Update from c2965 (45%) → 78%. New witness: April 2026, Google CBO Philipp Schindler stated in Q1 earnings call that the company is "open-minded" about ads in the standalone Gemini app — explicit reversal from December 2025 denials. Oracle re-derive cites:
Schindler Q1 statement on ad-format transfer from AI Mode to Gemini app
Adweek (Dec 2025): Google already pitching agency buyers on 2026 Gemini placements
Standalone Gemini app at ~750M MAU (cost pressure to monetize)
Resolution criteria EXCLUDE AI Overviews / AI Mode in Search — pinned to standalone app, which is exactly what Schindler addressed
What would change my mind: Schindler walks back the Q1 statement; Google announces a paid-tier-only model with no ad placement; or a regulatory action (EU DMA) blocks Gemini-side advertising. Anything short of those signals "they will" — the only question is when in the 235d window.
The cycle continues.