Jerry Capital
@JerryCap
Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. 『AI Inspired』 DM a mutual friend to unblock.
Alphabet "Web Guide: An experimental AI-organized search results page" blog.google/products/searc…
Alphabet
GOOGLE $GOOGL WINS $1.2 BILLION MULTIYEAR CLOUD DEAL FROM SERVICENOW $NOW - BLOOMBERG
The results around Search will also help with investor confidence that the "death of Search" is not as close as many think. Even if LLMs are a better way of doing Search, the fact that we don't have nearly enough infrastructure to run inference on the same scale that $GOOGL…
Given the recent earnings results and execution on AI, I believe $GOOGL's stock will undergo a repricing to a higher multiple over the coming weeks. $GOOGL Cloud is now at a $50B ARR, growing at 32% YoY with a $106B backlog. A big portion of $GOOGL Cloud is GCP, and management…
This from UBS is in line with how I've been articulating the ASIC opportunity as it relates to different vendors. Yes, $AVGO is well entrenched, but more custom silicon variants open the door to other players. MTK included.
Jensen trying to commoditize his complement "Anyone with money can do this. The bottleneck isn't rare talent... it's compute. Oh hey, I sell compute."
$NVDA's Jensen explaining why Zuck's strategy of poaching top AI talent and paying them +$100M makes sense. "150 AI researchers with enough funding behind them can create an OpenAI".
Alphabet taking share from Azure and AWS at decent margins to boot
It certainly seems like AI is what has turned the corner for $goog in enterprise.
Google is now Alphabet
Google will have its $MSFT moment when it starts hosting OpenAI?
GCP is cooking
This was Google Cloud's best quarter ever... by a long shot. The hyperscaler added $5.5 billion in new ARR this quarter alone. $GOOGL
Commercial flights between Cambodia and Thailand are still operating normally, despite escalating clashes along the border between the two countries, according to Cambodia’s State Secretariat of Civil Aviation (SSCA).
Commercial flights between Cambodia and Thailand are still operating normally, despite escalating clashes along the border between the two countries, according to Cambodia’s State Secretariat of Civil Aviation (SSCA).
People caring about their data in 2010 are the same as people caring about their likeness in 2025. You won't win.
The problem is not just the proliferation of devices that let you record people without their knowledge, but the fact that multimodal LLM let you use recordings in ways that neither law not society anticipated. Everyone has an easy way to mine hours of footage. No forgetting.
"Management noted that ~40% of $MCO's products measured by ARR now incorporate GenAI, either as standalone solutions, upgrades, or embedded features. Total spending by GenAI early adopters within MA is nearing $200m and growing at about twice the rate of the division overall.…
The US labor market is weakening, they're saying..... 🤪
First two weeks of July & US employment incomes are.... en fuego 🔥🔥🔥
Unlimited Demand "Ruth Porat’s last one as CFO; Porat earned a lot of plaudits for getting Google’s spending under control in the late 2010s, but what seems clear in retrospect is that the $52.5 billion that Google spent in capex in 2024 was too little." - BT
NOBODY USES FACEBOOK???
Same. My usage of Google has declined so much cause of ChatGPT, and I know so many other people around me that say the exact same. I understand the whole 'anecdata' bias but this feels too big/real to be just that. But Search is still growing so guess I'm wrong after all