Q1 earnings are in: 2026 is off to a terrific start.
Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.
Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!
@waymoproblems @kejca Rockefeller became much more wealthy after the breakup than while it was together. Most of the subsequent spun off companies still headquartered at 26 broadway for years after the breakup. Hardly fiercely competing. Still not a great analogy albeit.
@FinTwitGL Personally I would rather err on the side of letting them run. Depends on the names you hold but any of the big tech besides Netflix and Tesla? I would hold and lose no sleep for the next 10 yrs. 🤷🏼♂️
@FinTwitGL I’ve never dabbled in levered etfs but the idea has crossed my mind. Obviously it cuts to the downside also. I wouldn’t interrupt any quality companies incurring taxes to do so but my kids will be advised to sell individual names and get into voo when I pass.
"If we've been eating animals for > 300 million years & some "study" says it's "unhealthy", odds study is wrong/misspecified." - Nassim Taleb #LindyEffect