Alex Kantrowitz
speaker
843 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And so now, like what they've probably seen is you type in this, this Reddit, you don't even go to Reddit because Google will answer it, take that text, summarize it, and answer it right in the search bar.
So I think your bet on Reddit will hinge on, can Reddit continue to get premiums from companies like, and it's not just them.
Prince told me that maybe millions of sites will go dark from Google in September if-
Google doesn't pay up.
I think a company like Reddit has an opportunity to get a premium for all the reasons that you just laid out.
Yeah, I sort of feel like the Brian Windhurst, like there's something going on here.
Why?
There's something going on here.
Because like, yeah, Google 82%, Azure 43%.
I mean, 36% for AW.
Was it 36?
36 versus expectation was 31.
That's insane.
I mean, they were stuck at 17%, 18% for quarter after quarter.
So there's definitely something going on here.
They're all the beneficiaries of AI spend and AI usage.
And that should go up.
I mean, yeah, my summary of what Amazon's doing is basically do very little, build a lot of compute, profit.
It's like supermarket.
Do whatever you want here.
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