Jonny Cranmer

Global Partnerships @ Google & YouTube

[Jonny Cranmer @jonnycranmer]

I enjoyed talking to some of our partners today! We covered a lot on Google & YouTube and all the unique capabilities we have to help you connect with customers where & when it matters most.

#google #youtube #Advertising #Tech #Marketing

[Jonny Cranmer @jonnycranmer]

Talk at Google

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

$NBIS signs new AI infrastructure agreement with $META.

Total contract value of up to ~$27B.

Under the five-year agreement, Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027.

Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15B over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

"We will continue to deliver."

- Arkady Volozh, Founder and CEO of Nebius

[Google Labs @GoogleLabs]

Today, we’re introducing Pomelli’s latest feature update, ‘Photoshoot’

With Photoshoot, you can start from a single image of your product and easily create high quality, customized product shots to elevate your marketing.

Available free of charge in the US, Canada, Australia & New Zealand! Get started with Pomelli today at https://t.co/SbeT00ToNx

[Sundar Pichai @sundarpichai]

Gemini 3 Deep Think is getting a significant upgrade. We’ve refined Deep Think in close partnership with scientists and researchers to tackle tough, real-world challenges.

And it’s pushing the frontier across the most challenging benchmarks, achieving an unprecedented 84.6% on ARC-AGI-2. It also sets a new standard on Humanity’s Last Exam - 48.4% without tools.

[hari raghavan @haridigresses]

Absolutely incredible post.

Deeply thoughtful, exceptionally researched, and beautifully framed.

I aspire to research writing like this.

[Siim Land @siimland]

If you want to be in good shape at the age of 70, you need to be in GREAT shape at the ages of 30 and 40

If you're in semi-decent shape in your 30s and 40s, you're going to be in bad shape in your 70s

There's a natural decline in fitness due to aging, but you will be in a better position if you start off from a higher level

That's why it's important to be above average

Graph: PMID: 39456714

[Shay Boloor @StockSavvyShay]

This is a massive $GOOGL announcement when you really think about it because Gemini is starting to look like the checkout infrastructure of the AI economy.

Google is stitching together a universal commerce layer across $SHOP, $ETSY, $PYPL, $TGT & $WMT where AI agents actually complete transactions.

Retail token usage on GCP is already ~100T per month & that’s before agentic AI even takes off.

[News from Google @NewsFromGoogle]

Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year.

After careful evaluation, Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards.

[Demis Hassabis @demishassabis]

a lot more hard work still to do of course, but making relentless progress...

[Gmail @gmail]

The future is here. 👇

[Daniel Roberts @danroberts0101]

At $IREN, we’re continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and we’re positioning the business accordingly.

[Rihard Jarc @RihardJarc]

$GOOGL's Gemini is accelerating and taking significant market share.

From 13.7% a month ago to 18.2% today. The Gemini 3 effect, and we are just starting with the Gemini 3 Flash model.

[*Walter Bloomberg @DeItaone]

$GOOGL - WAYMO - INTRODUCING FULLY AUTONOMOUS DRIVING IN FIVE NEW CITIES: MIAMI, DALLAS, HOUSTON, SAN ANTONIO, AND ORLANDO

[Sundar Pichai @sundarpichai]

Geminiii

[Shay Boloor @StockSavvyShay]

$GOOGL launched Ironwood, its 7th gen TPU built to go head-to-head with $NVDA.

It’s up to 4x faster than the last version and connects over 9,000 chips in one pod, letting Google train trillion-parameter models at full scale without bottlenecks.

[Wall St Engine @wallstengine]

GOOGLE MAPS just unveiled AI-powered Live Lane Guidance that uses a car’s front camera to analyze real-time road conditions and guide drivers through complex interchanges.

The feature rolls out first to Polestar 4 vehicles in the U.S. and Sweden in the coming months and will expand to more automakers.

[Evan @StockMKTNewz]

Google $GOOGL owned Waymo just said it plans to launch its Robotaxi service in these 3 new cities starting next year

- San Diego
- Las Vegas
- Detroit

[The Transcript @TheTranscript_]

Alphabet CEO: "Google Cloud accelerated, ending the quarter with $155B in backlog. And we have over 300M paid subscriptions led by Google One & YouTube Premium. We are investing to meet customer demand and capitalize on the growing opportunities across the company" $GOOG $GOOGL

[AshutoshShrivastava @ai_for_success]

As per Polymarket, 77% of people think Google will have the best model by the end of 2025.

Gemini 3.0 Pro definitely will be, and I feel the same.

[Shay Boloor @StockSavvyShay]

$GOOGL is the most profitable company on the planet with $116B in net income. 

They’re turning that cash into the largest TPU footprint ever while others burn money to chase AI. 

They’re playing a game others do not have the luxury to play.