Episode Details

Google just shattered records with profits quadrupling to over $112 billion, fueled by its AI push—especially Gemini, now powering search and boasting 950 million monthly users. Revenue jumped 24% to nearly $119 billion, with cloud services alone raking in $24 billion. Strategic bets on AI heavyweights like SpaceX and Anthropic added to the surge. Meanwhile, the AI arms race heats up: Google’s new “Flash” models promise speed and efficiency, while its capex climbs to $205 billion this year. With rivals like Amazon, Microsoft, and Meta pouring $700 billion into AI infrastructure, the future is electric—and Google’s riding the wave hard.

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