Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark 10 years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud, YouTube, Play, Subscriptions etc. To give a sense of progress, in 2015 all of Alphabet’s revenue added up to $75B. YouTube and Cloud alone ended 2024 at an annual run rate of $110B.

Then there’s the remarkable evolution in Search. We’ve created entirely new ways to search like Lens + Circle to Search, and we keep incorporating our most advanced AI models. Now AI Overviews and AI Mode are reimagining the types of queries people can ask and we can answer. The side by side comparison is striking:

For the last 10 years, we’ve deliberately and meticulously built every layer of the AI stack, which has positioned us so well today.  (h/t @TheInformation)

@theinformation Excited for everything that’s coming into view for the next decade, especially the progress towards AGI - and we’re going to work hard to make sure it’s beneficial for everyone. Onwards!