[tim333]

It's hard to say with Google as you don't know how much of the revenue was increased by having the AI stuff. The CEO sounds upbeat:

>We are seeing AI now driving real business results across the company. We delivered our first ever $100 billion quarter. Five years ago, our quarterly revenue was at $50 billion. Our revenue number has doubled since then, and we are firmly in the generative AI era.

They also do a lot of different stuff in AI, like they make their own TPUs and "Anthropic recently shared plans to access up to 1 million TPUs". So some of the business is a bit Nvidia like.

[crowbahr]

Yeah but Google's Quarterly revenue hit 76bn in 2023 which is when they _actually_ started working on catching up to Open AI. I was working at Google at the time and got swept in the layoffs.

In the past couple years they're up tremendously, yes, but so is inflation and the market in general.

Google's revenue is still almost entirely ads.

But if anyone can pull off AI longer term it'll be the Goog I'm sure.