Bloomberg Businessweek Bloomberg Businessweek Weekend - July 25th, 2025
7 snips
Jul 25, 2025 Guest
Kate Crater
Guest
Daniela Satori
Guest
Thomas Carroll
Guest
Max Chafkin
Guest
Ross Gerber
Guest
Laura Martin
Laura Martin, a senior analyst at Needham & Company, provides insights on Alphabet's latest quarterly sales, discussing competition in the AI arena. Ross Gerber, CEO of Gerber Kawasaki, shares his mixed feelings on Elon Musk's management at Tesla. Max Chafkin unpacks the challenges facing Musk's empire. Thomas Carroll explores opportunities in the multifamily real estate and solar development sectors. Daniela Satori highlights Starbucks' turnaround efforts, while Kate Crater dives into the rise of YouTube chefs and how CEOs optimize their sleep routines.
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Google AI Engagement Boosts Revenue
- Google's AI search results keep users engaged longer, compensating for fewer clicks per query.
- This behavior maintains strong advertising revenue despite the shift to generative AI answers.
Google's AI Drives Margin Expansion
- Alphabet integrates generative AI to accelerate revenue and contain cost growth.
- Excluding a large fine, Google shows faster margin expansion and operating leverage than expected.
Alphabet's Strategic Dominance
- Alphabet leads in search, streaming, mobile, cloud, and autonomous driving.
- Large language models increase the value of data, where Google's data advantage is best in class.