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Analysis by ViralLoop — not written by the original author.

SemiAnalysis on Growth · ViralLoop

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Post by SemiAnalysis on X

SemiAnalysis@SemiAnalysis_

Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain t.co

812 likes48 repliesPosted Aug 7, 2026

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

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47

Viral score

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

From likes, comments.

Why it worked

Opens with a short, self-contained line that is easy to take in at a glance.
Ends on a short line that is easy to quote and repeat.
The opening line stands alone, so it reads completely before the post is expanded.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: punchy
Written for: Growth and marketing teams

Analysis by ViralLoop — not written by the original author.

Topics

Posts built the same way

It's important to me that this Labour goverment improves your life and your community in ways you actually notice. Al has enormous potential to do that. While the Tories stifled growth and innovation, my government will use Al to turbocharge our Plan for Change.

More than 1 million people downloaded Codex App in the first week. 60+% growth in overall Codex user last week! We'll keep Codex available to Free/Go users after this promotion; we may have to reduce limits there but we want everyone to be able to try Codex and start building.

It's not my data. The source is Cluvio, which is linked to in the article. I'd link to it in this tweet, but ironically, that would kill engagement. And I know that traffic is hard to count. Especially for a private company. But if you have more accurate data, then publish it.

A little secret. About 5% of our production traffic is on the Pi harness, about another 5% is on OpenCode. Reminder you can use your ChatGPT account in a flourishing set of other tools. We’ll continue to make Codex awesome, but you have options.

woah first thing Jensen says on the call: “There’s been a lot of talk about the AI bubble, here’s what we are seeing at Nvidia.” completely addresses the bubble concerns head first and then proceeds to challenge the narrative by explaining Nvidia’s growth

Matthew Prince 🌥

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. t.co

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