Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
6 Oct 2025 Acquired Google Part III: The AI Company
“Because this is Google and they have (I think) the most obfuscated financials of any of the companies we’ve studied, they anger me the most in being able to hide the ball in their financial statements.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 6 Oct 2025
- Publisher
- Acquired
- Episode
- Google Part III: The AI Company
Transcript context
…Yeah. Wow. So there are two businesses that are worth looking at here: (1) Gemini to try to figure out what’s happening there, and (2) is a brief history of Google Cloud. I want to tell you the cloud numbers today, but it’s probably worth actually understanding how did we get here on cloud. First on Gemini. Because this is Google and they have (I think) the most obfuscated financials of any of the companies we’ve studied, they anger me the most in being able to hide the ball in their financial statements. Of course, we don’t know Gemini-specific revenue. What we do know is there are over 150 million paying subscribers to the Google One bundle. Most of that is on a very low tier. It’s on the $5–$10 a month. The AI stuff kicks in on the $20 a month tier where you get the premium AI features, but I think that’s a very small fraction of the 150 million today. I think that’s what I’m on.…
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