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18min chapter
Earnings Season, Palantir Rips, Has Apple Topped, Google Misses, Penny Joins a16z
TBPN Live
Google's Earnings: A Tough Quarter Ahead
This chapter analyzes Google's disappointing earnings report, revealing a 7% drop in shares despite a year-over-year revenue increase of 12%. It discusses the challenges in the cloud computing sector and the necessity for increased capital expenditures to meet rising demand for AI products. Additionally, the chapter highlights the competitive landscape and leadership struggles that Google faces in adapting to rapidly evolving market expectations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode