@marcus-schuler.com on Bluesky

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Marcus Schuler

marcus-schuler.com

did:plc:lao6esrizvfh6fobmyegun6s

Alphabet's first negative free cash flow since 2004 arrives as Gemini hits 950M users. Q spent $44.9B on capex, mostly infra. Forward guidance: $195-205B in 2025. https://www.implicator.ai/google-says-gemini-reached-950-million-monthly-users-as-cash-flow-turned-negative/

2026-07-23T04:01:14.864Z