google made 3.5 billion american dollars in google cloud revenue in Q3 2025 In Q3 2026, they made over 11 billion american dollars on google cloud revenue the stock market is entirely vibes, it means nothing except what high frequency trading quants want it to mean sorry that LLMs make money dawg

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If you think agentic search wasn’t going to nuke the core business regardless there’s no help for you. Meanwhile the infra business continues to crush it at very strong margins that fully validate their capital allocation up to this point.

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…did you see any of the earnings this week? Because I don’t think you could possibly believe this if you actually looked through them. MSFT GOOGL AMZN all beat estimates for both growth and profitability in their cloud offerings.

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I think their motivation is largely about showing that this wasn't like, a flaw in the crypto itself or the contracts per se, just standard company incompetence*. I am nevertheless glad to know approximately what happened. *not saying I agree with this implication

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I don't agree that stating the fact that it involved a compromised laptop is in itself blaming the employee, and I think it's a good thing that they admitted what the attack vector was

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