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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: BreckHutHigh ⎊  😊 😞
Number: of 446 
Subject: Re: Kurian on Cloud Growth
Date: 09/10/25 8:32 AM
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Full transcript of Kurian's presentation here (hope the link works):
https://www.publicnow.com/view/EA6BFD9979B166E8AFC...

"And then finally, we also upsell people as they use more of it from one version to another, because we have higher-quality models, more quota, and other things in higher priced tiers. Because of this, we're capturing new customers faster. As I said, we've seen 28% sequential quarter-over-quarter growth in new customer wins in the first half of this year. Nine of the ten top ten AI labs and nearly all the AI unicorns are our customers."

Wow.

He speaks to some use cases and how GOOGL cloud differentiates themselves form the others.

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This community has written 446 posts about Alphabet. The article-length ones it recommended most:
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Up about 50% this year · 17 recs · 2023
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