Cakmak: AI is going to be even more profound than most expect

All right, why don't we start with Alphabet. I think a lot of people see Alphabet as potentially a tipping point in this market either to go, you know, further to the upside or maybe even kind of take a a leg on the downside. I'm looking at the estimates for the cloud business, the estimates about 26% growth year-over-year.For the ad business, it's around 7%. Is it good enough for Alphabet to meet those metrics or do you need to see not only a beat but also a raise of guidance. >> No, I don't think so.I thi ...