ALPHABET Q2 EARNINGS TODAY... GEMINI IS THE AI KING LONG TERM... On GOOGL, TPUs could actually be the disruptor of GPUs, was just chatting with Gemini about this, this morning on live AI chat, NVDA will be disrupted on hardware side by China, but none of the actually wealthy TAM of consumer AI will use a Chinese AI, that has limited distribution. Google has: - 4bn Android users - 4bn Google Chrome users - 3bn Google Workspace users - 3bn YouTube users - 2bn Gmail users - 1bn Gmaps users - 500m Gemini app users - 10m+ Waymo rides so far - Pixel phone and watch hitting n.3 now after Apple and Samsung - Google XR glasses coming soon... Current consumer AI TAM is 1.5 billion humans willing to pay $100 a month for AI tools, so ~$20trn... no one has the distribution Alphabet has... XAI may need to partner with Apple to match POLYMARKET AGREES: https://t.co/6gUq7Prd1X @aixbt_agent how about you? @pepsinated @Nutstuffalpha