A Blog by Jonathan Low

 

Jul 26, 2025

AI Referrals To Websites Are Up 357% In Last Year

That's a lot, but referrals to news and media website's are up 770% with YouTube being the Number One beneficiary.

The increase has still not caused AI to surpass Google search - especially since Google is using AI itself - but it reveals a growing familiarity and usage by consumers. JL

Sarah Perez reports in Tech Crunch:

AI platforms in June generated over 1.13 billion referrals to the top 1,000 websites globally, a figure that’s up 357% since June 2024. One particular category of interest these days is news and media. June’s AI referrals to news and media websites were up 770%. The Wall Street Journal recently reported AI overviews were killing traffic to news sites. Plus, a Pew Research Center study this week found users clicking AI links 8% of the time on . When there was no AI summary, users clicked 15% of the time. The number 1 site for AI referrals is YouTube. 

As Russia's Summer Offensive Stalls, It Pulls Last Old Tanks Out of Storage

The math is inexorable: Russia has lost almost all its usable tanks in Ukraine. It has about 300 rusty T-72s left in storage and is hauling them out at a rate of 20 per month to lead its increasingly de-mechanized attacks in Ukraine. But the problem is that the T-72s optics are so antiquated that these museum pieces are essentially fighting blind. Which means there is little left to recover once they meet their inevitable end versus Ukrainian drones and artillery. 

So it may have a year's worth of old Russian tanks for Ukrainian drone crews to use for target practice before there is almost literally nothing left for the Kremlin to send into battle. Which is part of the explanation for the failure of its summer offensive and the urgency with which the Kremlin is forcing attacks now, before its forces become even less threatening. JL

David Axe reports in Trench Art:

As recently as a year ago, there were several hundred rusty T-72Bs in various states of repair at storage yards. The Russians are fetching them at a rate of 20 a month. The growing proportion of the 46-ton, three-person T-72Bs in the Russian inventory is the latest sign that Russian regiments are “de-mechanizing:”  evolving into infantry formations that ride into battle on motorcycles or other unarmored vehicles. Or walk. There are few Russian armored vehicles to exploit advances. (And) the T-72B’s biggest problem is its antiquated optics, which renders the crew blind under battlefield conditions. Increasingly de-mechanized, Russian forces can’t advance fast or at low risk to its exposed infantry.

Jul 25, 2025

"They Plant A Flag, Record A Video, Get Eliminated:" Russian Special Ops Pokrovsk

As the last week in July has started, Russia's summer offensive has made no significant advances, let alone breakthroughs as Ukrainian forces are holding on all fronts.

In response to questions about Russian sabotage or recon teams temporarily entering Pokrovsk, it appears they have made 5 or 6 forays, all with the same result: "They plant a flag, take a video - and are then eliminated by Ukrainian forces. JL

Hromadske reports:

Russian forces are not making significant advances on the front lines. There are no major Russian breakthroughs, though they continue to attempt them. Understanding they face strong resistance, Russians are focusing more on military-information operations. "Russian sabotage and reconnaissance groups have entered Pokrovsk 5–7 times. They attempt to record videos, plant a flag, film something… and are eliminated by our defenders. There is Russian pressure everywhere—Pokrovsk, Kharkiv, and Kupyansk axes. Our guys are holding their ground."

Ukraine Investing Millions In Drones That Take Down Russian Shaheds

Ukraine is investing tens of millions in interceptor drones capable of taking down Russian Shaheds. This is significant because until recently, the interceptors were small and used primarily at the front to destroy Russian FPV and reconnaisance drones. 

The interceptors have now been upscaled as part of the war's constant evolutionary drone development competition and are capable of taking down the much larger and faster Shaheds which threaten Ukrainian armor and defensive positions as well as civilian targets. JL

Kelsey Baker reports in Business Insider:

Ukraine's Defense Procurement Agency has let contracts worth over $72 million for tens of thousands of interceptor drones, weapons which are now being mass produced. Defensive interceptor drones function similarly to interceptor missiles, though drones are drastically cheaper and more easily produced. Interceptor drones have become an inexpensive option for defeating front-line loitering munitions and higher-end uncrewed reconnaissance assets, but the drones are increasingly being seen as an option for countering Shaheds

Russian Assaults On Toretsk Decrease As Pokrovsk Stalemate Requires More Troops

Reports from Toretsk reinforce those from Sumy and some other sectors, suggesting that the Russians are taking as many operationally effective units as they can to continue their now year long and still unsuccessful attempt to take Pokrovsk. 

The Russians are now trying to outflank Pokrovsk, having repeatedly failed to take it, but even these efforts have stalled. JL

Espreso Global reports:

Russian forces are trying to amass enough personnel and resources to sustain their attacks. Small groups of three or four try to reach Ukrainian positions. To overcome Ukrainian fortifications, particularly anti-tank ditches, they are resorting to using ladders. “In general, the average daily number of assaults in our operational zone has decreased. This could be due to the enemy focusing more of its efforts on the Pokrovsk direction.” 

Captured Russians From Vovchansk Front: "We All Knew It Was One Way Ticket"

Despite the hundreds of thousands of casualties and the no longer secret stories about conditions for Russian army soldiers at the front, thousands keep volunteering, mostly for financial gain or to avoid prison, all hoping they will beat the odds and survive. 

This story, like most others, suggests that not only are those odds extremely long, but that the Russians have as much or more to fear from their officers as they do from the Ukrainians. The question is what this growing cadre of surviving, if damaged and traumatized veterans will mean for Russia's socio-political future. JL

Matthew Luxmoore reports in the Wall Street Journal:

Simdyankin was among the hundreds of thousands of Russians lured into the military  drawn by propaganda, lucrative pay and, for some, a chance to avoid prison time. They find themselves dispatched hastily to the front, where Russia’s army fights with brutal Soviet-style tactics that pay for small gains with a colossal loss in lives. Sent to Vovchansk after two weeks training, every one of the 100 or so troops in Simdyankin’s unit was either severely wounded or dead. Despite shrapnel injuries to his leg and thigh, lost weight, after going days without food, he got less than a week to recover. “Our commanders didn’t care whether or not we survived. They’ll keep throwing us forward until there’s no one f—ing left. Same story, different day. We all knew it was a one way ticket." 

AI and Cloud Push Google/Alphabet 2Q Earnings Beyond Wall Street Forecast

Reports of Google's demise at the hands of AI bots appears to have been exaggerated. Again. Especially since AI and Google Cloud led Google to surpass Wall Street's expectations for the second quarter in a row. 

The reality is that Google Search remains in a strong position and has worked hard and fast to adapt AI as a tool, reinforcing its dominance. This continues to support the emergent narrative that AI is tending to make the Big Tech rich even richer rather than threatening them in the way that many previous tech evolutionary developments scuppered some of their predecessors. Google remains a major force to be reckoned with in the AI era and that does not appear to be about to change. JL  

Hannah Parker reports in Quartz:

Google parent Alphabet  posted earnings per share of $2.31 on $96.4 billion revenue, surpassing Wall Street’s projections for the second straight quarter. Alphabet’s AI and cloud computing investments proved to be major revenue drivers this quarter. The tech company cited “double-digit growth” from Google Search, YouTube ads, Google subscriptions, platforms, and devices, and Google Cloud. Google Services delivered $82.5 billion in revenue, up 12% year-over-year, while Google Cloud brought in $13.6 billion in revenue, a 32% increase. “AI is positively impacting every part of the business, driving strong momentum. Search delivered double-digit revenue growth."