Even Google has started to use "revenue run rate."
To put this in perspective, ANT is going to be at $100B revenue run rate, growing 1000% YoY, and has been around for ~6 years
GOOG is at a $500B revenue run rate, growing at 25% YoY, and has been around for ~30 years.
It won't be surprising to see ANT become bigger than Google in a few years, which will be a WILD outcome to imagine.
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!