Episode Details
Back to EpisodesGoogle's Earnings Were the Best of the Season. Here's Why That Matters.
Published 5 months, 2 weeks ago
Description
While Meta and Microsoft beat but spooked investors, Google posted the cleanest AI earnings of the quarter — Cloud up 63%, net income doubled, and demand still outpacing supply. We break down what it means, then go deep on China's staggering 140-trillion-token-per-day AI economy and what it reveals about who's actually winning the global AI race.