Discussion

• @sundarpichai Sundar Pichai on x

  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 [imag…

• @signulll @signulll on x

  msft, goog, meta, & amazon are on track to spend ~$700b on ai infrastructure in 2026. this kinda spending usually happens via govts or wars whereas this time, it's four companies racing to build the foundational mechanics of agi. kinda insane that the next layer of

• @munster_gene Gene Munster on x

  $GOOG call kicks off. Sundar says AI is causing users to come back more. We saw that in March Search growth, up 19% vs. Street looking for up 16%. That 19% in March was an acceleration from 17% in December. My take: This is the fourth consecutive quarter where search has

• @edzitron Ed Zitron on x

  Congratulations on google for making $62.5* billion in net income! *$36.9 billion came from gains in the value of equity, I assume in Anthropic. [image]

• @taumuyi Tau-Mu Yi on bluesky

  All of the so-called tech “journalists” with their so-called “takes” on AI “bubble” meanwhile on Planet Earth, back on the #real world if you will, AI hyperscalers are making #literal Shitte Loads of money especially in AI Cloud [embedded post]

• @munster_gene Gene Munster on x

  $META CFO Susan Li says headcount reductions that they announced last week will help offset increased spending in AI infrastructure. My take: Latest data point that AI is having an impact on employment.

• @munster_gene Gene Munster on x

  $META says its new Muse Spark model is improving user sessions by a “double digit” percentage. My take: AI is going to make it even more difficult for humanity to put down their screens.

• @munster_gene Gene Munster on x

  Zuckerberg says AI will amp the ability for people to do what they want. Trying to smooth over the fact that Meta has been the most aggressive company at replacing humans with AI. My math is they've cut about 15% of headcount over the past year because of AI efficiency.

• @stockmarketnerd @stockmarketnerd on x

  33% Y/Y growth for $META is so impressive. No large compute renting operation helping growth. Massive scale. Sharp acceleration beyond help from easier comps. Impressive.

• @drewcohenmoney Drew Cohen on x

  $Meta posted 33% revenue growth It easy to become blasé at that figure, but remember... that is more than twice the 16% growth they put up in 1Q25, despite a larger revenue base. [image]

• @munster_gene Gene Munster on x

  $META grew revenue up 33% vs. 31%. For the June quarter, they effectively guided to $61B in revenue, up 28% vs. the just reported 33%. My take: Still impressive growth off of hard comps.

• @garymarcus Gary Marcus on x

  Sheer insanity.  Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*.  More than 12x the Manhattan Project every year.  And what they have got to show for it?  None are making major profits on AI; none has a tec…

• @munster_gene Gene Munster on x

  $META CFO would not comment on capex for 2027, but said they believe compute is increasingly important.  My take: This rhymes with Google's comment tonight that they expect capex next year to be up “considerably” The Street is expecting Meta capex to grow at 9% in 2027.  I expect…

• @hedgeyecomm @hedgeyecomm on x

  I am sorry... hate on $META all you want. But Zuck has the right messaging and strategy here. Not just in the AI agent thesis, but on the personalized content recommendation.

• @supbagholder @supbagholder on x

  Meta's AI story is fundamentally different from the hyperscalers. When growth inevitably slows, cloud players (already ~30% margin buisinesses) will compete aggressively on price to defend market share. AI will becomes a margin compression story. Meta is the opposite.

• @mikeisaac Rat King on x

  oh lol this is why meta stock is falling — they absolutely fucken love burning cash on AI [image]

• @munster_gene Gene Munster on x

  $META is down 6% because of the capex guide.  Deja vu: We saw this when they reported Sep-25.  Capex is expected to grow this year by 94%, vs. the Street was expecting 76%.  My take: I continue to be surprised by investors negative capex reaction.  We have enough datapoints from …

• @supbagholder @supbagholder on x

  Everytime $META increases capex guide, it's telling you it expects higher operating cash flow. But continue selling.

• @ericjackson Eric Jackson on x

  CapEx came in BELOW expectations for all Mag 7 names tonight — except META who raised above

• @munster_gene Gene Munster on x

  $META Daily Active People was 3.56B, up 4%. hats a step down from 6.9% in Dec, vs. 7.6% in September and 6.4% in June and 5.9% in March, 5.0% in Dec 24 and 4.8% in Sep 24. My take: it's good but not great. Would have liked to have seen more of a step up given Meta AI search

• @rihardjarc Rihard Jarc on x

  [...] The rise in CapEx guidance may not be to the market's liking, but it's not surprising to me; Zuck always goes all in when he sees an opportunity.

• @danielnewmanuv Daniel Newman on x

  $META with a huge EPS beat and a capex raise. Zuck has been clear that he doesn't have enough compute.

• @mikeisaac Rat King on x

  a brief interlude to say meta earnings are fucken insane from a shareholder POV 33 percent increase in revenue! 35 percent increase in costs! 61 PERCENT increase in NET INCOME YoY bonkers [image]

• @munster_gene Gene Munster on x

  Zuckerberg kicks off the $META call explaining the deep in DAP growth. It was 7% last quarter and 4% in March. He says Iran and Russia regions were down. My take: Adding those back it likely grew 5.5% in March.

• @gerberkawasaki Ross Gerber on x

  YouTube is massive. $60 bil in revenue while the rest of Hollywood would be the thrilled to hit $10 bil at the box office... $goog

• @tvgrimreaper @tvgrimreaper on x

  YouTube's ad revenue = $9.88b/ quarter Disney's entire non-sports Entertainment business (movies, TV, streaming) = $11.6b in Q ending 12/25

• r/technology r on reddit

  Meta's Reality Labs lost over $4 billion in first quarter / The Reality Labs unit has now accumulated over $80 billion in total operating losses since late 2020.