I'm old enough to remember when Coatue put out a deck (a month ago) saying Google wasn't going to be a top 40 tech company by 2030. Being a revisionist is easy work.
COATUE
COATUE24.7. klo 06.40
🚀Another AI inflection point: Google's monthly token usage just jumped from 480T to 980T in 2 months 🤯 That's the same growth it took 12 months to achieve prior. We're not in linear times anymore.
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