Brady Long
The barrier to starting a cartoon IP used to be thousands of hours.

@AniStudio_ai is pitching a future where that barrier is zero

Imagine producing a weekly narrative show without a team of 10. Gold for solo storytellers.

We weren't planning to launch today, but @Adobe just gave up Animate. 💔

Introducing https://t.co/zxqLkGyNDh: the first AI-native Animation platform.

We're still cooking, so… Repost & comment to join the beta (FREE access).

#AdobeAnimate #AniStudio https://t.co/diPJV1p2CW - AniStudio
tweet

Fiscal.ai
Google Cloud just reported 48% YoY revenue growth.

That's their fastest growth rate in more than 4 years.

$GOOGL https://t.co/5eJGebDcLE
tweet

App Economy Insights
$GOOG Alphabet Q4 FY25:

• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).

☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).

▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
tweet

The Transcript
Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."

$GOOG: -1% AH https://t.co/vspcT9ar23
tweet

The Transcript
Alphabet CEO @sundarpichai: "It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time." https://t.co/JSAqgTwIrm
tweet

The Transcript
Alphabet CEO: "Search saw more usage than ever before, with AI continuing to drive an expansionary moment."

$GOOG $GOOGL https://t.co/21zu9hrb1N
tweet

Fiscal.ai
Google Cloud v. Microsoft Azure

Google is now outpacing Microsoft's cloud revenue growth.

$GOOGL $MSFT https://t.co/XZ9g5RElIb
tweet

The Transcript
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]

"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."

$GOOG $GOOGL https://t.co/iCPTR76C5H

$META CFO issues FY26 capex guidance $115–135B vs. ~$70B in FY25 [YoY increase of ~+64% to +93%]:

"We anticipate 2026 capex.. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business" https://t.co/2UH98w0tA5 - The Transcript
tweet

The Transcript
Alphabet CEO: "YouTube’s annual revenues surpassed $60 billion across ads and subscriptions; we now have over 325 million paid subscriptions across consumer services, led by strong adoption for Google One and YouTube Premium"

Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."

$GOOG: -1% AH https://t.co/vspcT9ar23 - The Transcript
tweet