Nobody Cares About AI Ads?

What It Covers

Google Cloud emerges as Alphabet's fastest growing business with $15 billion quarterly revenue, up 34% year-over-year, threatening to overtake YouTube as the company's second-largest revenue generator behind search advertising.

Key Questions Answered

• •Enterprise Cloud Transformation: Google Cloud grew market share from 7% to 13% under Thomas Kurian by reorganizing sales teams by industry vertical, allowing reps to speak customer language and prioritize revenue over bookings, securing nine of top ten AI labs as clients.
• •AI Infrastructure Economics: Coca-Cola reduced commercial production time from twelve months to one month using generative AI, cutting costs while System One testing showed consumers either didn't know or didn't care about AI usage despite vocal criticism from creative professionals and 46% consumer disapproval.
• •Common Crawl Paywall Bypass: The nonprofit Common Crawl Foundation scraped millions of paywalled articles by not executing JavaScript that triggers paywalls, providing OpenAI, Google, Anthropic, and others with training data while claiming to collect only freely available content and failing to honor publisher removal requests.
• •Cybersecurity Insider Threat: Three cybersecurity professionals at incident response firms Signia and Digital Mint used their positions to conduct ALFV ransomware attacks against five US companies in 2023, extracting $1.3 million from one medical company before federal prosecutors charged them with conspiracy.