The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cyc ... Show More
Yesterday
Is the AI Bubble Popping?
Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predi ... Show More
40m 54s
Oct 22
Did IBM Just Tell the Truth About AI?
Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stoc ... Show More
25m 36s
Oct 21
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ... Show More
23m 6s
May 2023
Googling with AI, Topgolf Off its Game, sweetgreen Goes Robotic
Episode 57: Welcome back Kyle Hagge! Neal and Kyle dive into Google's I/O presentation yesterday, and of course the tech giant is very high on AI. Plus, are the guys bullish on an $1,800 foldable phone? They also break down the latest earnings including losses from Disney and... ... Show More
25m 27s
May 2025
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 23s
Jul 2021
Office Hours: Google vs. Airbnb, SPAC IPOs, Real Estate Investments, and Brick-and-Mortar Stores
Scott answers a question about Google’s dominance in the travel space, and how Airbnb manages to hold its own. He also shares his thoughts on how companies that go public via SPAC are perceived, why real estate is a solid investment, and why opening physical stores can be a power ... Show More
27m 13s
May 2025
Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 51s
Jan 2023
Let’s chat… building a Cloud Centre of Excellence S3:E3
In this episode of PwC UK's 'Let's chat careers advice' podcast, host Scott Keys is joined by Warren Tucker, Partner and Cloud & Digital Lead in the UK and Bonnie Adams, Director in the Cloud Transformation Consulting practise. They speak to Scott about what Cloud transformation ... Show More
33m 20s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Sep 2023
Prof G Markets: Google’s Antitrust Trial, Birkenstock’s IPO, and Surge Pricing at the Pub
This week on Prof G Markets, Scott makes a case for breaking up Google. He then shares his excitement around Birkenstock going public, and discusses the merits of surge pricing across industries — even at the pub.
Learn more about your ad choices. Visit podcastchoices.com/adchoic ... Show More
45m 20s
Mar 2025
Alphabet President and CIO: Advancing AI, Quantum Computing, and Self-Driving Cars
<p>How is Google shaping our technological future? Join Nicolai Tangen in conversation with Ruth Porat, President and CIO of Alphabet and Google, as they explore AI, innovation, and the future of technology. They discuss Google's position in the AI race, breakthroughs in quantum ... Show More
51m 19s