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Company Deep Dive
Alphabet: Search dominance, AI disruption, and the future of attention
YouTube Shorts reached per-hour revenue parity in the US, subscriptions rose 21% to $12.9B with 300M+ paid users, and Waymo logged 15M annualized rides after a $16B raise.
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Markets Lose Control of Critical Resources
The U.S. leads crude output at 13.2 million barrels a day, but it still relies on foreign sources for 15 vital minerals.
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Alphabet Is Trading Search for AI Utility
Google Cloud revenue rose 34% to $15.2 billion in Q3 2025, while operating margin expanded to 23.7%.
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Alphabet Is Rebuilding Search as AI Infrastructure
Google Services brought in $87.1 billion in Q3 2025, while Search revenue rose 15% to $56.6 billion and YouTube Shorts reached revenue parity with in-stream video in the US.
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