MSFT is basically a 1 man team. Other then satya no one else is there.
Google is sundar (big dog ceo), demis (deepmind ceo) sergey brin(founder), Thomas kurian (cloud ceo), Neel Mohan ( yotube ceo), and Hinton, shazer and more ( the best ai researchers) + Logan K. ( he's on Twitter- the gemini goat )
You didn't hear it from me. But when $GOOGL reports it's earnings for cloud - it will have a $ORCL moment.
GCP is winning so much. Waymo set to do $1b in revenue and ai search + overviews is increasing revenue like never
Tpu are also being sold in millions to neo clouds for hosting and rented back to Google which then just sells more compute. Kinda SKETCHY round tripping but money is MONEY 💰 .
LETS GOO SUNDAR PICHAI. SAY HIS NAME.
SUNDAR THE GOAT 🐐
You didn't hear it from me. But when $GOOGL reports it's earnings for cloud - it will have a $ORCL moment.
GCP is winning so much. Waymo set to do $1b in revenue and ai search + overviews is increasing revenue like never
Tpu are also being sold in millions to neo clouds for hosting and rented back to Google which then just sells more compute. Kinda SKETCHY round tripping but money is MONEY 💰 .
LETS GOO SUNDAR PICHAI. SAY HIS NAME.
SUNDAR THE GOAT 🐐