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[Sundar Pichai @sundarpichai]

Here’s the investment presentation we made: https://t.co/XTKsf9oPxu

[Andy Jassy @ajassy]

People ask me all the time about compelling use cases of AI. Here’s a good one.

Millions of dogs go missing in the U.S. every year—and options for finding them are often painfully limited. Our Ring team saw an opportunity to use our community and technology to help, so they built Search Party.

When a pet owner posts about a lost dog in the Ring app, nearby participating outdoor Ring cameras in the neighborhood begin looking for potential matches. If yours spots what might be the missing dog, it lets you know. You see the photo alongside footage from your camera, then can choose to share the video with the pet’s owner.

The AI is trained on tens of thousands of dog videos so it can recognize different breeds, sizes, fur patterns, body features, unique marks, shape, and color. And privacy stays in your control—you decide each time whether to help.

The impact is energizing. Search Party has helped bring home 99 dogs in just 90 days—more than a dog a day since launching three months ago.

Ring customer Kylee was blown away by Search Party after her dog Nyx was found by a neighbor’s camera just 15 minutes after slipping through a tiny hole he’d dug under her backyard fence.

When a Ring customer and military veteran named Kurt realized his service dog was missing after jumping his fence, he worried he might have lost her for good. He quickly initiated a Search Party in the Ring app asking neighbors to help locate her. Later that day, he got the notification he was hoping for…Lainey was found.

Chris, a Ring camera owner, helped reunite another lost dog with its family after getting an app alert that said, “Your camera may have spotted a missing dog,” flagging footage he wouldn't have otherwise noticed.

And the list of stories like these keeps growing.

Now we’ve expanded this feature so that anyone in the U.S. can start a Search Party through the Ring app, even without a Ring camera (lost pets are one of the most common posts in the Ring Neighbors app—over 1M last year alone).

With roughly 90 million dogs in the U.S., think this is gonna matter for a lot of families. Good example of real-world impact, and proud of what the Ring team has built here. https://t.co/Pr3jzP4o4o

[Sundar Pichai @sundarpichai]

Read my full remarks: https://t.co/iek1YOnHdN

[JD @JaedenJD]

Power

[The Transcript @TheTranscript_]

$GOOG $GOOGL Google Cloud CEO speaking about their scale and value prop:

"...if you compare us to other hyperscalers, we are the only hyperscaler that offers our own systems and our own models. We're not just reselling other people's stuff. The volume of tokens we process is twice other providers in half the time, so roughly 4X the volume"

[Jukan @jukan05]

Zuckerberg: Will invest around $600B by 2028

- Zuckerberg says Meta will invest ~$600B in AI infra by 2028.

- Meta already guided CapEx of $70B in 2025 and ~$100B in 2026.

- To actually reach $600B, spending would need to jump to ~$200B in 2027 and ~$300B in 2028.

[Sundar Pichai @sundarpichai]

Made by Google and the 10th (!) generation Pixel just capped off a summer of shipping for teams at Google. Week after week - new models, new products and features, and now, new devices, all with the goal of making AI truly helpful to you, wherever you need it. We’re not slowing down now - more to come for fall.

[Just a Dude Who Invests @DudeWhoInvests]

GOOGLE $GOOGL IS LAUNCHING A NEW TRAVEL TOOL CALLED GOOGLE FLIGHTS, HERE’S WHAT THEY SAID ABOUT IT: 👇

“Flight Deals, our new AI-powered search tool within Google Flights, is made to help you save money on air travel. Just describe when, where and how you want to fly, like “week-long trip this winter to a city with great food, nonstop only,” then leave the rest to us. “

GOOGLE. KEEPS. INNOVATING. 👏

[Adam Khoo @adamkhootrader]

So funny that now no one seems to voice concerns over $GOOGL losing its economic moat.

That is the problem with most investors. They get so influenced by short term price movements that it drives their narrative.

Successful investors ignore the narrative. They do not allow short term price movements to influence their investment thesis and decisions. They purely focus on the fundamental metrics/numbers of the business and the intrinsic value to buy or sell

Stock price will always move towards intrinsic value over time. Prices of fundamentally strong businesses will always rebound eventually.

[JD @JaedenJD]

Agree $NVO Margin of safety is very high. As buffet once mentioned, buying high quality companies at a fair price is equally important too.

[Adam Khoo @adamkhootrader]

Because of recent market share gains of Eli Lily ($LLY), analysts are extremely optimistic over its long term growth potential and extremely pessimistic over Novo Nordisk ($NVO) growth potential

The market is pricing $LLY to grow at 23.83% p.a for the long run and pricing $NVO to only grow 7.07% over the long run.

If $LLY starts to show that its assumed growth is too optimistic, expect a 20% to 50% decline in the stock price.

On the other hand if $NVO starts to demonstrate that it can actually grow more than the low bar expected, you will see the stock price eventually double from here.

[JD @JaedenJD]

Wow

[Noah @Invessted]

Artificial intelligence killed Excel!

No more complex formulas or 15-hour YouTube tutorials.

Let me show you how you can create formulas, codes and tables with ChatGPT:

[Sundar Pichai @sundarpichai]

Excited to make our best AI tools free for college students in the US + other select countries for a year - and to provide $1B in funding for education + research, including free AI and career training for every college student in America.

[Sundar Pichai @sundarpichai]

For the last 10 years, we’ve deliberately and meticulously built every layer of the AI stack, which has positioned us so well today.  (h/t @TheInformation)

[Sundar Pichai @sundarpichai]

Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet.

August will mark 10 years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud, YouTube, Play, Subscriptions etc. To give a sense of progress, in 2015 all of Alphabet’s revenue added up to $75B. YouTube and Cloud alone ended 2024 at an annual run rate of $110B.

[JD @JaedenJD]

$GOOGL V strong results. Still undervalued or underperformed YTD compared to Index

[Quartr @Quartr_App]

$GOOGL Q2 2025

"We had a standout quarter, with robust growth across the company. We are leading at the frontier of AI and shipping at an incredible pace." - Sundar Pichai, CEO

Revenue +14%
*Google Search & Other +12%
*YouTube Ads +13%
*Google Network -1%
*Google Cloud +32%
EBIT +14%
*marg 32% (32)
EPS +22%

[JD @JaedenJD]

Stay competitive stay hungry in the AI space

[Sundar Pichai @sundarpichai]

New advanced AI features coming to Search:

Gemini 2.5 Pro and Deep Search are rolling out in AI Mode to help with more complex questions and research - available now to Google AI Pro/Ultra subscribers. Plus, a new agentic capability directly in Search: AI-powered calling to local businesses, rolling out to all users in the US.

[JD @JaedenJD]

@antmillionsbot Done

[JD @JaedenJD]

AI will be the smartphone and internet 10 to 20 years ago. Embrace it and get disrupted.

[Alex Veremeyenko @alex_verem]

R.I.P McKinsey.

You don’t need a $300k consultant anymore.

You can now run full competitive market analysis using Grok 4.

Here are the exact 3 mega-prompts I use to replicate McKinsey-style insights for free:

[Adam Khoo @adamkhootrader]

You hear people talking about how the US stock market returns are driven up by increased money supply M2 (money printing).

Fact. Since 1996, China's Money Supply M2 has grown 11 fold more than US Money supply M2

Since the 2020 Covid crash, China's Money Supply has grown 16X versus just a 4X increase in US money supply

Despite this, the S&P 500 has gained +181% while the China stock Market (CSI 300) has only gained +20%

So, it is NOT money supply that has allowed US stocks to outperform China and others. It is the fact that US stocks have delivered the strongest earnings per share growth 7.4%~9.5%p.a. versus 1.7% p.a. growth for Global markets (Ex US).

[Adam Khoo @adamkhootrader]

YouTube ( $42.5 billion ) generates more revenue than Netflix ( $39.2 billion)

NFLX trades at P/E 63x , while GOOGL trades at a P/E of 19x

One is still a steal right now