Trying to get access to Google's new agentic AI
Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.
GOOGL $4.1T John Hempton's Newsletter
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Alphabet Inc.
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4 articles
$4.1T Market cap · 2026-07-29
ai Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
GOOGL $4.1T Citrini Research
ai Alphabet 2Q'26: Google Cloud is On Cloud Nine
Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…
GOOGL $4.1T MBI Deep Dives
ai Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
GOOGL $4.1T Bristlemoon Capital
