The Good
- Search query growth fastest in 5 years
- Google Cloud revenue more than doubled
- Gemini app reached 1B users - fastest growing products at company history
The Bad
- Spent $200B on AI infra -> led to negative cash flow of $9.1B
- Shift to AI mode is weighing on search revenue b/c AI mode monetization is lower
Question of how to monetize AI is THE question industry needs to solve. @koahlabs leading the way
Wow.
$GOOGL down 12%.
It lost the most ever in market cap, hundreds of billions of dollars, in a day.
Market Tide is lopsided bearish all morning: Net call premium: -$298M and falling Net put premium: +$124M and rising
Traders are dumping calls and buying puts.
absolute 🐐 s
happy and satisfied user of kino for all my launch vids
sry i can't read everyone's dms
can you apply at koahlabs.com/careers ty
are you powering this @gaberoeloffs
By popular request, you can now text your dot.
Give it a task to take off your plate or something to keep an eye on, using text, photos, or even voice notes. It will text you proactively with relevant updates.
Safe, secure texting via iMessage or RCS. You’re the only one who can text your dot, and your dot can only text you. Rolling out now as a preview for Pro users in the US.
Mike Choi retweeted
Moved to NYC (and spent some time in SF) 2 months ago and I’ve already met / coworked with some of the dopest founders in tech.
Some recent shoutouts:
@blakeandersonw
@metaproph3t
@Awilks679
@j__fort
@guard_if
@Canyon_Pergande
@Lihong062
@mwaldman130
@bigvalleyblue @ashlleymo (I’m bias)
Generational founders. You can just message random people and show up to their office btw
























