Feb. 5 at 2:36 AM
A banger from Eric Sheridan on
$GOOGL earnings call
“Over the last couple of earnings calls, we’ve talked a lot about imbalances between demand and capacity for AI, both internally and externally. With the step function change and absolute capital dollars you’re projecting now in 2026, can you talk about the pathway to closing the gaps or the need for compute, both internally and externally, and how to think about some of the outputs of closing that gap as the year progresses?”
This was an intelligent way to try and get Sundar to share their view on peak cycle. That’s how it’s done.