Alec

No, no.

Well, I mean, if you look at it, the part of the business that for me, particularly last year, I thought would be disrupted the most, which is search, that was up 19% to $60 billion, which sort of puts that AI kills search thesis to bed.

I saw over the weekend, Claude has just released an input.

Well, you can now connect your Facebook ads manager directly to Claude and can just effectively run the whole thing through.

typing through like communicating with Claude.

So it's just like, man, the integration of all of these companies now is incredible.

So let's close out Alphabet.

Ren, you said ads there.

YouTube brought in $10 billion in ads for the quarter, slightly missing expectation.

And in terms of their CapEx spending, they raised that to $190 billion for the year.

Yeah.

Yes.

Anti-AI.

Well, let's just start at the top because they've just come off their first annual general meeting without Warren Buffett sitting at the top answering questions for eight hours.

Yes.

It was the first report under new CEO Greg Abel.

Warren was in the front row.

Did you watch Greg Abel?

I don't need to after seeing him three years ago.

No, I've seen clips, but I haven't.