Hello
Philadelphia, PA
Joined July 2023
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- Following232
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Phillip Forrence retweeted
Our robots built this in the city of Almere: curved walls, different types of bricks and bonds, indented text.
Real world deployment, insane complexity, 100% of every brick done by our robots, with another 15 houses to come in the coming weeks.
Phillip Forrence retweeted
For Carbon I personally evaluated every RL trajectory by hand. The 0 and 1 keys on my kinesis freestyle are eroded to dust. I read every pretrain example out loud to the cluster on-prem and lost my voice. Hope it was worth it. Enjoy the model.
Just two weeks after rolling out Gemini 4 Argon, excited to share a preview of Gemini 4 Carbon - our next frontier model. It has state-of-the-art long horizon coding capabilities driving SOTA performance across the cybersecurity defense lifecycle including detection, validation, and remediation. It also ranks #1 overall on the recently updated v5.0 of Artificial Analysis Intelligence Index at 59.
We're starting by rolling out to a subset of cyber defenders through our Fairwind Program this week and soon expanding access further. Read more at: blog.google/innovation-and-a…
Phillip Forrence retweeted
I wonder when the first builds of Tesla Self-Driving 15 will start rolling out to early access customer cars?
Phillip Forrence retweeted
I never would've believed at start of the year that Google Cloud could surpass a $120B ARR while growing over 100% and $GOOGL would still sell off after earnings at ~20x earnings.
But sure let's focus on the Search business.
Phillip Forrence retweeted
Very positive and constructive conversation with @elonmusk today.
Italy is looking with great interest at the opportunities offered by assisted driving technologies, with a focus on innovation and road safety, and supports a swift EU approval of Tesla Assisted Driving.
Thanks for the exchange, Elon!
Phillip Forrence retweeted
I think the same is true of creative fields, like I see artists really worrying about AI
but I wish so badly that I could sketch animation ideas and character concepts for my agent to flesh out instead of trying to find examples
I don't have the language!
Phillip Forrence retweeted
On today’s earnings call, we shared that our YoY Search query growth rate was the highest it’s been in the last five years. Our AI investments are driving increased usage and overall query growth, including commercial queries.
We also shared that we’re now beginning to scale ads in AI Mode to more countries and launching multi-turn ads in the U.S. As always, our approach is deliberate, prioritizing the user experience and engagement first. This approach is what gives us a strong, durable foundation for the future.
Huge thank you to the Googlers building this next era of Search!
Q3 is in the books! We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%.
- Our AI investments are driving overall Search query growth, including commercial queries - our YoY query growth rate is the highest it’s been in the last five years.
- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ).
- Strong momentum in model progress with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet.
Thanks to our partners and employees around the world. More to share on the call soon!
Phillip Forrence retweeted
Some personal news: in two weeks I'm joining The @WSJ to cover @Tesla, one of the most incredible (and I mean that in just about every way possible) companies of our time.
It's a dream job, tbh, and I genuinely can't wait to get started.
I'll also be covering the actually-really-happening-now rise and spread of autonomous vehicles, which I expect will be one of the most fascinating technology, business, and labor stories that I'm likely to live through.
I can't wait to go deeper on companies like @Waymo and @Rivian, and see how this all shakes out in the coming years.
If you work/have worked at Tesla or one of these companies, or work in the industry more broadly, *or* just have a fun story to share, I want to talk to you! you can always reach me on Signal: okane.01 🫡
Phillip Forrence retweeted
This (currently) appears to be live in Dallas and Houston but not Austin in my testing
Phillip Forrence retweeted
Just wrapped our earnings call. It was a fast start to our fiscal year.
Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY.
Lots of innovation as we build the new tech stack for the agentic wave. A few highlights:
Phillip Forrence retweeted
At this rate, $GOOGL Cloud revenue could surpass Google Search revenue by late 2027.
Cloud: $30.7B, up 103% YoY
Search & other: $63.4B, up 12% YoY
ALPHABET $GOOGL Q3’26 EARNINGS HIGHLIGHTS
🔹 EPS: $2.12
🔹 Revenue: $127.6B (Est. $128.22B) 🔴; +25% YoY
🔹 Google Cloud Revenue: $30.7B (Est. $29.15B) 🟢
🔹 Search & Other: $63.4B (Est. $64.99B) 🔴
🔹 YouTube Ads: $11.2B (Est. $11.4B) 🔴
🔹 CapEx: $51.4B (Est. $55.2B) 🟢
🔹 CapEx to Revenue: ~40.3%
Key Updates:
🔹 Equity Securities: $8.7B net unrealized loss; EPS impact $0.55
Google Services:
🔹 Google Services Revenue: $96.3B (Est. $98.42B) 🔴
🔹 Google Services Oper Income: $39.2B (Est. $40.8B) 🔴
🔹 Google Services Operating Margin: ~40.7%
🔹 Google Advertising: $82.0B (Est. $83.6B) 🔴
🔹 Google Network: $7.5B (Est. $7.2B) 🟢
🔹 Subscriptions, Platforms & Devices: $14.3B (Est. $14.85B) 🔴
Google Cloud:
🔹 Google Cloud Oper Income: $11.1B (Est. $9.75B) 🟢
🔹 Google Cloud Operating Margin: ~36.2%
Other Bets:
🔹 Revenue: $372M
🔹 Operating Loss: -$2.0B
Alphabet-Level Activities:
🔹 Oper Loss: -$7.7B; shared AI research and development expenses
Other Metrics:
🔹 Total Oper Income: $40.6B (Est. $43.23B) 🔴
🔹 Total TAC: $16.4B
🔹 Revenue ex-TAC: ~$111.2B
🔹 Employees: 204,757
🔹 Paid Subscriptions: 150M+
🔹 First-Party Model APIs: nearly 32B tokens per minute
Geographic Revenue:
🔹 U.S.: $67.7B; +39% YoY
🔹 EMEA: $32.7B; +9% YoY
🔹 APAC: $19.9B; +12% YoY
🔹 Other Americas: $7.1B; +17% YoY
Financials:
🔹 Operating Margin: 31.8%
🔹 Net Income: $26.5B
🔹 Other Income, Net: -$8.2B
🔹 Gain on Equity Securities, Net: -$8.7B
🔹 Operating Cash Flow: $42.3B (Est. $52.72B) 🔴
🔹 Free Cash Flow: -$9.1B (Est. -$2.7B) 🔴
🔹 TTM Free Cash Flow: $19.7B
🔹 Cash & Marketable Securities: $265.1B
🔹 Long-Term Debt: $125.1B
Capital Return:
🔹 Dividend: $0.22/share
🔹 Stock Repurchases: $0
CEO Sundar Pichai Commentary:
🔸 “Google Cloud revenues grew 103%, powered by huge demand for our AI infrastructure and AI solutions. We’re also seeing strong demand for our TPU systems across a wide range of customers.”
🔸 “Overall, our first-party model APIs are now processing nearly 32 billion tokens per minute, more than four times what we processed a year ago.”
🔸 “On top of that, the Gemini app has reached one billion users—making it the fastest-growing product in Google’s history—and we surpassed 150 million YouTube Music and Premium subscribers globally, including trials.”
Phillip Forrence retweeted
Sundar recognizes the importance of personalized bots to compete with Muse, Grok Bot, Dot. Says "Agents will operate as a unifying layer across our products, so you will see us extend these agentic experiences beyond search in the Gemini app to Chrome, Android, and our workspace products as well."
My take: I want to better understand what a unifying layer means for the user experience. $GOOG