Alphabet CFO: About 50% of all code at Google is now generated using AI "So this -- the example, the percent of code, now nearly half of all code generated by AI, that's a way for us to leverage AI to drive further productivity across the business." $GOOG $GOOGL
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@TheTranscript_ They must have some secret LLMs—because the ones I’m using generate code that’s impossible to deploy in production at this scale. They simply aren’t good enough for serious software. LLMs that generate XXX video are a completely different story: they’re much better than coding
@TheTranscript_ Yeah we can tell
@TheTranscript_ What they won't tell us is it 50% of the good code or the bad code? $GOOG
@TheTranscript_ Why haven’t they laid off engineers then?
@TheTranscript_ So this is the profound problem that AI will grapple with, how to do more with less, or go further with the same. The Venetians mastered this hundreds of years ago ~ "to every slave apply more whip". https://en.wikipedia.org/wiki/...
$GOOGL - MORGAN STANLEY: GOOGLE CLOUD COULD GROW 50%+ IN 2026 Morgan Stanley expects Google Cloud revenue to rise over 50% in 2026, driven by strong backlog growth and expanding on-demand workloads. Analyst Brian Nowak said the firm’s model points to “mid–single-digit upside”
Meta: shitty frontier model, no cloud share, culture is fucked Microsoft: sensible approach to Azure build, copilot is ass, has to pay 75% GMs to NVDA ORCL/neos: Larry has gone full retard. Capex treadmill business race to the bottom AMZN: underallocated to GPUs prob a
$GOOGL's GCP is already the fastest-growing hyperscaler. While Google Cloud is +34% it is important to note that Google Cloud is more than just GCP. $GOOGL's management said that GCP grew at a rate that was MUCH HIGHER than Cloud’s overall revenue growth. GCP is +40%-45% IMO.
Google 7 and 8 year old TPUs are running at 100% utilization Old fully depreciated chips running hot
