The chapter delves into Google's cloud business strategy, emphasizing quality over quantity and smart investments in AI infrastructure to provide a better customer experience. It also discusses the performance of Google's ad business during an investor call, showcasing strong results from Google Search ads but a slight deceleration in revenue from YouTube ads, raising concerns about the impact of content on the platform on advertising returns.
…and it’s not getting from Wiz.
(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.
Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.
Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Matt Frankel
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices