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Rihard Jarc
Writes about Revenue and AI. 71% of posts open with an observation. A typical post reaches 404 likes.
- Posts
- 17
- Likes
- 9.6K
- Typical
- 404
- Best
- 2.4K
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @RihardJarc$GOOGL is a company that doesn’t do hype. For them to go and increase CapEx from $90B to $… | Growth | 2.4K | 79 | — | 52 | ||
| @RihardJarcIf these leaked benchmarks for Gemini 3 Pro are correct (could not verify yet) $GOOGL abou… | AI | 1.1K | 45 | — | 46 | ||
| @RihardJarc$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up… | AI | 810 | 20 | — | 43 | ||
| @RihardJarcAs $GOOGL brings ads to Gemini in 2026, many of their competitors will have trouble, as th… | Marketing | 642 | 49 | — | 42 | ||
| @RihardJarc$GOOGL a monster cloud number: Google cloud revenue +82% YoY, big acceleration But even mo… | Revenue | 587 | 22 | — | 40 | ||
| @RihardJarcThe irony is that the best thing that happened to $GOOGL was $MSFT and OpenAI "making them… | AI | 560 | 21 | — | 40 | ||
| @RihardJarc$META earnings are out: - Revenue $48.39B (up 21% YoY) vs est. $46.98B - Net income $20.84… | Revenue | 537 | 18 | — | 36 | ||
| @RihardJarc$AMZN AWS +24% (fastest growth in 13 quarters). Great growth but as the market is short si… | Growth | 484 | 17 | — | 39 | ||
| @RihardJarcAfter listening to Anthropic’s Dario on the Dwarkesh pod made me realize that a BIG factor… | AI | 404 | 32 | — | 38 | ||
| @RihardJarcSo apparently the $500B that $NVDA's Jensen said for 5 quarters was misspoken as they clar… | Product | 350 | 37 | — | 37 | ||
| @RihardJarc$AMZN earnings are out. Massive quarter: -Net sales $143.3B up 13% YoY (est $142.59B) -3P … | Revenue | 268 | 3 | — | 30 | ||
| @RihardJarc$META strong numbers both revenue and profit but more important the guide for Q2 looks goo… | Revenue | 259 | 31 | — | 32 | ||
| @RihardJarc$META cutting 10% of the workforce (8.000 roles) and eliminating 6.000 open positions. Thi… | AI | 252 | 17 | — | 34 | ||
| @RihardJarc$GOOGL reporting strong numbers especially on the ad front with: - ad revenue +8.4% to $66… | Marketing | 238 | 27 | — | 31 | ||
| @RihardJarcHave to give it to OAI. OAI is playing the hyperscalers like they are the startup in this … | Founder | 234 | 15 | — | 33 | ||
| @RihardJarc$NVDA is buying Groq for $20B. Had $META on the bingo card not $NVDA. Big congrats to the … | Hiring | 232 | 9 | — | 32 | ||
| @RihardJarcOpenAI restructuring complete. This line stands out to me: “OpenAI has contracted to purch… | AI | 215 | 16 | — | 32 |