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Rihard Jarc on AI · ViralLoop

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Post by Rihard Jarc on X

Rihard Jarc@RihardJarc

The irony is that the best thing that happened to $GOOGL was $MSFT and OpenAI "making them dance". It went from a rigid, slow-moving org to an AI execution overlord, which TAM has increased by an order of magnitude.

560 likes21 repliesPosted Nov 18, 2025

View the original on X Written by Rihard Jarc. Captured Sep 4, 2026.

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40

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.
Quotes someone directly, which makes the moment concrete rather than summarised.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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More from Rihard Jarc

$GOOGL a monster cloud number: Google cloud revenue +82% YoY, big acceleration But even more valuable is the MARGIN. Cloud margin up from about 21% to about 36%. The compute shortage is gift to hyperscalers.

$META cutting 10% of the workforce (8.000 roles) and eliminating 6.000 open positions. This will happen across the board in the tech sector and more broadly in knowledge work, Zuck is as always just ahead of the pack. Companies are switch labour costs for AI compute.

After listening to Anthropic’s Dario on the Dwarkesh pod made me realize that a BIG factor of the sucess of an AI lab will be determined by the lab’s abillity to predict their short term compute demand. Underestimate and you lose market share. Overestimate and you go bankrupt.

$AMZN AWS +24% (fastest growth in 13 quarters). Great growth but as the market is short sightet right now CapEx “the problem” again. $AMZN sees CapEx at $200B (est $146B)

$GOOGL is a company that doesn’t do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.

$NVDA is buying Groq for $20B. Had $META on the bingo card not $NVDA. Big congrats to the Groq team and my friend @sundeep !