GOOG
🤖 Alphabet has an undervalued advantage in the AI market.
🔍 AI Overviews in Search increase search frequency and quality.
☁️ Google Cloud is expanding with nearly $5 billion in run rate, growing 30% quarterly.
✅ Profit margins have increased, and the workforce has been reduced, enhancing efficiency.
@adriarivero:
“Ackman discusses Alphabet’s leadership in AI, noting that the company has an undervalued advantage in the AI market. AI Overviews in Search are increasing the frequency and quality of searches. The costs per AI query have been reduced by 90% in 18 months. Ads in AI Overviews are monetizing at the same level as traditional search. Google Cloud is expanding, with revenues of nearly $5 billion run rate, growing at 30% quarterly, and showing increased profitability and efficiency. Profit margins have increased by 3.7% in 2024, and since 2022, the workforce has decreased while revenues have increased by 27%. The Cloud is rapidly improving its profitability due to its larger scale, and AI is enhancing automation and code generation. A new CFO is focused on efficiency and optimization.”
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