Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
Google Workspace, Search, YouTube, Android, Cloud, they can deploy solutions all over the place.
And so the flywheel should be spinning very, very quickly.
The key question that investors are asking is, does AI change the unit economics of search too quickly?
Does AI do LLMs, do AI search overviews, Gemini generally?
Are they able to monetize those results
fast enough to offset any potential declines in search ad revenue.
And so people will be looking for how is search monetizing, how are the new AI disruptors monetizing.
But there are tons of places to pick up growth, even if growth does slow down in the core search business.
tons of opportunity in cloud.
But the question again is AI overviews in Gemini, are they expanding search usage?
Are they increasing ad ROI or are they compressing the model, the financial model?
And so Microsoft is also coming off a strong quarter.
Honestly, everyone's coming off strong quarters.
Everyone's doing very well.
Revenue is up 17% at Microsoft with cloud, which includes Azure, M365, some LinkedIn stuff.
It's a big bucket.
Microsoft Cloud is growing at 26%.
But if you dive in and you double-click on Azure, Azure is growing at 39%.
And, of course, Azure is a bigger lever on CapEx, which is run rating around $150 billion.
Not bad.
Showing 61–80 of 1,798 · page 4 of 90
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