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Dave McClure
Dave McClure|Oct 29, 2026 12:22
summary GOOGL Q3E drop: - Google search -> Gemini queries - lower relative monetization - some temporary issues - cloud biz still growing crazy, but - *negative* FCF in Q3 - market is pricing cash not growth
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Oct 30, 19:53Tech giants pledge to invest more than $3 trillion in artificial intelligence projects.
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Oct 29, 07:50Google Cloud's revenue grew 103% year-over-year in the third quarter.

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