Joseph Carlson@joecarlsonshowGoogle does it again. Another incredible report... Google just grew cloud *48%* Revenue grew 18% Search grew 17% Gemini has 750 million monthly users More than 350 million paid subscriptions $GOOG $GOOGLOpens with an observation
Joseph Carlson@joecarlsonshowThe Waymo team is executing incredibly well. In the same week, they've announced they will be opening in London in 2026 and partnering with DoorDash to deliver food. The Waymo app is a solid 5 stars. People love it.Opens with an observation
Joseph Carlson@joecarlsonshowI was more confident that Netflix could buy Warner before it surfaced that Jared Kushner was an investor in the Paramount deal. I don't know how to read that any other way than it's bearish for Netflix's chances.Opens with an observation
Joseph Carlson@joecarlsonshowThe most important slide from Amazon's $AMZN earnings. Revenue growth: Third party seller services: 10% Advertising: 19% AWS: 19% The TTM of AWS is now 35.3% (it's increased every of the past 5 quarters)Opens with an observation