"It's a big club and you aren't in it"

and take over Venezuela.

>H100 is nearing five years and costs more to buy a used one now than a new one when it was released :)

Because everyone is buying as they want to run their own models and not pay for a cloud service?

Because demand for inference tokens is above supply

Meta entering cloud at scale would see huge competition and lowering of profit margins.

>and yet they earned enough to shrug it off.

Zuck has 60% voting power, otherwise he would have been fired over metaverse and then model delays

Are you clicking on more ads now or less. Are you using google search more now or less.

I'm using it a lot less.

Don't think Google can point to past revenue an indicator of future revenue, they need to establish new streams of revenue.

Have you checked the numbers? I thought for most of the ad driven companies the numbers are up.

Thanks for this informative post. Many have been puzzled as to why Google keeps claiming search isn't affected by chat apps, when clearly it is.

That $85 billion was bonds, and requires ongoing repayments of billions every year in interest payments

And then the $85bn to be repaid too.

I'm referring to the equity offering that started in June and has a second component that starts in 2026Q3. Most of this raise came from the sale of Class A and Class C stock. A fraction came from the sale of convertible stock. To my knowledge, none of this raise came from the sale of bonds.

Also, looks like I got it wrong and they've only raised $45B to date. The rest will come as part of the ATM offering program that begins in Q3.

more details here: https://www.sec.gov/Archives/edgar/data/1652044/000119312526...

sorry, my error. Bonds was $31.5 billion

https://www.reuters.com/business/alphabet-sells-bonds-worth-...

wow, they really are exhausting every avenue to raise as much money as possible.

How does this spend affect Google CEO's $692 Million potential pay? Is it meeting the required goals or taking him away from them?

https://fortune.com/2026/03/10/google-ceo-sundar-pichai-692-...

I don't do this.

I find that most ID's in majority of tables are internal and only used for internal joins, so I use v7

The tables where the uuid will be sent to the client e.g. UserId etc, I also store an external_id of v4.

Much rather have a static column than continually convert.