$GOOGL needs to stop pussyfooting around with this "Only for US", "Only for Ultra" BS real soon with its AI features or it's going to get its pussy eaten by $META
Had a whole year leg up with Spark but "Ah~ only for US! Only for Ultra~! uWU".
Man up already @GeminiApp wtf
People don't "mention it" because of how stupid it is.
GCloud grew $11.1B YoY in Q2 '26. Anthropic's 2026 server costs are $20B, across AWS, Google, CoreWeave, etc.
Even if Google took 50% of that (big if), it's ~$2.5B a quarter. Hardly "thanks to" material.
I don’t think many commentators have mentioned this yet.
$GOOGL is showing phenomenal growth on cloud thanks to @AnthropicAI
That’s it.
It’s not Gemini. It’s not their 100 other bets on Antigravity, nano banana anything else.
And the markets betting this Anthropic growth is unsustainable
Called it! Looks like Gemini 4 pre-training has begun as per @OfficialLoganK , and it's their most ambitious.
$GOOGL Bullish.
Additionally, 3.5 Pro will be great, but the model being trained AFTER that - with distributed training worldwide (places where energy costs are lower) announced this i/o should be much better!
Finally getting bullish $googl again.
Finally, reasoning might get a boost by using multiple, diverse adversarial Agents trained in Genie - to verify the insights the model generates by connecting the hundreds of abstractions across multiple axes for different chunks of the input
Interesting times ahead.
$googl
Additionally, 3.5 Pro will be great, but the model being trained AFTER that - with distributed training worldwide (places where energy costs are lower) announced this i/o should be much better!
Finally getting bullish $googl again.
Additionally, 3.5 Pro will be great, but the model being trained AFTER that - with distributed training worldwide (places where energy costs are lower) announced this i/o should be much better!
Finally getting bullish $googl again.
The new Gemini App is great.
I'm finding the responses with Gemini 3.1 Pro + Extended thinking within Gemini App are better than Claude Opus 4.7 Adaptive Thinking, after 4 straight months of the reverse being true.
Rebuilds some trust in $Googl
The new Gemini App is great.
I'm finding the responses with Gemini 3.1 Pro + Extended thinking within Gemini App are better than Claude Opus 4.7 Adaptive Thinking, after 4 straight months of the reverse being true.
Rebuilds some trust in $Googl
Much requested features have started coming out from the $goog finally.
They're coming out slower which means they're not heavily vibe-coded - good.
Even though their 3.1 pro model is still 2nd best after Opus 4.7, I expect that to change with the 3.2/3.5 may release (guess)
Which means, pakistan can, for eternity, keep getting handouts :
Hey- India stopped my water! Gulf money please.
Hey- India bombed my airbases! US money please.
Hey- I need to fight Afghani terror! IMF Bailout please.
In addition to selling citizens' land out to China and US
Otherwise, a nuclear armed Praetorian style state like pakistan which doesn't care about its citizens, will keep finding bailouts and respawning (can't be allowed to fail due to the dangerous fate of its nukes in case of failure).
India needs to build a military doctrine against a Praetorian style state of Pakistan.
Indian victims of terrorism over the years are owed a better doctrine and strategy.
e.g. : Target Fauji foundation linked entities - economically and kinetically.
Being a bad faith mediator explains why pakistan requested to extend ceasefire - after 11 weeks of knowing the US/Iran positions are intractable.
Blockade + hormuz tolls should hurt pakistan more than an escalation/resolution - unless : profiteering via kickbacks from SWFs & US.
The Iran War’s Hidden Architecture: Why Pakistan Still Mediates and What It Costs the Rest of Us
medium.com/p/the-iran-wars-h…
Iran, pakistan, US, China, Turkey, Qatar, Saudi Arabia, Egypt, India, Norway, Oman, Sweden, Netherlands, EU - all players here.
Which is why you also hear threats from Munir about attacks from the east (Bangladesh) - because Kashmir isn't the same easy terror launchpad post 2016.
And the latest attack on the red fort was forced to be done from within, exposing the network's reach within.
Modi's Lahore stopover -> Pathankot
Modi-Sharif Ufa meeting -> Pathankot, Uri
Various back-channel openings -> Pahalgam
The last one took time (5 years), which means Indian initiatives in Kashmir and cross-border terrorism initiatives are working.
This is precisely why 'peace gestures' by India are the biggest predictor of terror attacks on India shortly after. It threatens the Pakistani Military's raison d' etre.
E.g.:
Vajpayee's Lahore bus -> Kargil
Agra Summit -> Parliament attack
Manmohan-Musharraf -> 26/11 Mumbai
Pakistan is a military whose goal is to funnel resources from its citizens' work, the gulf, the IMF and china to its top brass, and to consolidate power.
Peace would be self destructive for it. The Indian 'open peace talks channel' effort by RSS, Tharoor, Navarane is retarded.
When you're born into immense privilege, be a Bhabha, not a BMW-toting tau or a 'leave india asap' chickenshit.
You think you're superior to Bhabha, born to Tata-level royalty - who when forced to come back, stayed, envisioned and BUILT what India would need 100 years+ later?
The Iran War’s Hidden Architecture: Why Pakistan Still Mediates and What It Costs the Rest of Us
medium.com/p/the-iran-wars-h…
Iran, pakistan, US, China, Turkey, Qatar, Saudi Arabia, Egypt, India, Norway, Oman, Sweden, Netherlands, EU - all players here.
Atleast the SEC can investigate this - Oh wait, SEC can't do shit to any of these nations outside US!
Long may the scammy war to enrich the top brass everywhere continue. This is why @PeteHegseth and Caine were so coy about pakistan when pressed by @LindseyGrahamSC .
Meanwhile nations that actually want the war to end - India, Japan, UAE, S Korea, Europe and NORMAL FUCKING AMERICAN PEOPLE - are getting beat down by @realDonaldTrump 's corruption.
He has literally outsourced insider trading to pakistan. We see you too @SecScottBessent
Meanwhile nations that actually want the war to end - India, Japan, UAE, S Korea, Europe and NORMAL FUCKING AMERICAN PEOPLE - are getting beat down by @realDonaldTrump 's corruption.
He has literally outsourced insider trading to pakistan. We see you too @SecScottBessent
First war where countries, unprompted, are coming out in support of the MEDIATOR (and mum about the warring nations) :
1. Qatar : VISITED US to lobby for pak as mediator.
2. Saudi : Denied US access to bases for pak as mediator.
3. China : Pak is best mediator, trust me bro
The rally will end with this scammy pakistani channel of paid "deal close" information leakage being dismantled (Turkey is already bidding for the next post) to an actual nation with scruples - like Switzerland, Oman or Norway.
It can also end by actual escalation in the war.


