A.I. Is Getting Expensive, Even For Google
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In this video we analyze Google’s recently announced $85 billion stock offering
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#wallstreetmillennial
0:00 – 2:45 Intro
2:46 – 5:50 Google Stock Offering
5:51 – 9:03 Google AI Strategy
9:04 – 15:29 Anthropic
15:30 Google’s Gamble

@wallstreetmillennial
June 12, 2026 at 7:05 pm
Dictation tool I'm using now (Wisprflow): https://ref.wisprflow.ai/wallstreet
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@daShadoSage
June 12, 2026 at 7:05 pm
Idkif there's a little bit of bias or if you missed your research but there are a few things you're missing here, notably the advertising part. Of course AI is going to be applied to advertising. You don't think they have skunkworks working on it?
Meta is one of the few AI companies that has turned AI into a margin and revenue-generating machine indirectly. This means they had a huge uplift in advertisement margins and revenue because of AI. I really really doubt that Google is not going to do the same.
One other point, a small one: YouTube actually just raised the prices to $15.99 a month.
@johnnytaco98
June 12, 2026 at 7:05 pm
Google is parasitic malware. Whatever they say is masked in surveillance. Abandon these entrail reading hauruspex.
@skyak4493
June 12, 2026 at 7:05 pm
The way I see it, google is the most capable of using AI profitably.
@nathangoshawk
June 12, 2026 at 7:05 pm
Andrew Macdonald looks like Max Headroom's son!
@Johnny-fw9xj
June 12, 2026 at 7:05 pm
It'll work flawlessly as long as there is fresh money pouring in. Bernie Madoff ran his ponzi scheme very succesfully for decades and decades and decades, which is astonishing when you think about it. But nevertheless the money eventually dried up. It always does.
@antonio_carvalho
June 12, 2026 at 7:05 pm
Is the stock issue a sign of uncertainty in the AI strategy from Google (they don't need to pay debt back in the future)? Or a sign that they see their stock price as higher than it should be (let's ride the market enthusiasm)?
@Baaabaa-x9g
June 12, 2026 at 7:05 pm
Us as the ppl need too start publicly shaming ai more and more ai businesses apps etc.
@danielbradler1
June 12, 2026 at 7:05 pm
I hope they all go broke!
@calvink.4511
June 12, 2026 at 7:05 pm
I think they are selling not because they need it but because AI is getting basically free money, even less profitable companies are getting money so they just trying to get a free slice of the pie
@green_firefly
June 12, 2026 at 7:05 pm
So, you're against the entire AI spending capex whatever. Yet you are PROMOTING AI? Yeah, never mind. I'm unsubbing.
@WallaceBurt
June 12, 2026 at 7:05 pm
I can’t Caduun how easy it was to join the Caduun CDN token ICO. Early adopters are always the ones who benefit the most—jump in before it’s too late!
@jouleSansLoi
June 12, 2026 at 7:05 pm
It looks like google is trimming out some of the beacon at the top. They know they're overvalued. Now is the time to sell sell sell.
@afritunez4422
June 12, 2026 at 7:05 pm
Never seen ur face before! Now o have a face 2 the channel! Much easier 2 remember ur channel now
@ftmoneynews
June 12, 2026 at 7:05 pm
First it was AI boom now slowly slowly it feels like we do not have the money capacity to handle it. AI bubble started to bust.
@London-m4g
June 12, 2026 at 7:05 pm
The very last part of the video is the nub. The very worst case scenario is AI proves a total nothing burger. Google would have wasted up to $500bn on DCs and have about $100bn debt. The waste is lost opportunity, the debt is less than a year's pre AI mania profit. Google would still have a lead in quantum computing and Deep Mind output on non-slop AI (novel pharma and materials) etc. it wouldn't be a $4tn firm but likely still a $3tn firm.
@michelians1148
June 12, 2026 at 7:05 pm
11:32 guy on the left blinks constantly
@lilhaxxor
June 12, 2026 at 7:05 pm
It is so good to have confirmation of these events from at least two different channels that I trust. Thanks for your take on this. 👍🏽
@Ikbeneengeit
June 12, 2026 at 7:05 pm
It's a smart move by Google, suck the easy cheap money out of the market while their valuation is high, and simultaneously disadvantage their cash-starved competitors like Anthropic etc
@halvey8518
June 12, 2026 at 7:05 pm
AI ripoffs got us WallStreetMillennial to even show his face! The personalized YouTube wave is here😂
@J0sI-I
June 12, 2026 at 7:05 pm
Your numbers are wrong at the end. Not 2% but 0.02% share dilution. 4.3 trillion is way way bigger than 85 billion. And I don’t think they need the cash, they just want to take it off the table for others
@pyotrberia9741
June 12, 2026 at 7:05 pm
I work for one of the companies spending a fortune on AI. Management refuses to listen when we point out the technology's limitations because their reputation is heavily invested in the idea that AI will succeed. So we continue marching forward to the big bubble burst.
@Sir_Gregory
June 12, 2026 at 7:05 pm
It's alright everyone. They will just use your tax dollars for the bailouts.
@КонстантинПономаренко-я7я
June 12, 2026 at 7:05 pm
Its hard to draw a line under under usefull features created because of AI because there are none.
@nikyabodigital
June 12, 2026 at 7:05 pm
Nah bruh they just tryna cash out a bit of hype incase bubble pop
@Nick-dg3pd
June 12, 2026 at 7:05 pm
Anthropic is weird. I doubt most enterprise users will continue token maxing and instead begin limiting token usage until they have a legit way of measuring/estimating what they actually get out of a token
@not_a_sp00k
June 12, 2026 at 7:05 pm
YouTube premium hasn’t been that cheap in years
@AznCracker13
June 12, 2026 at 7:05 pm
Whoa face reveal. I think this is the first time I noticed (usually just play the videos in the background)
@NielMalan
June 12, 2026 at 7:05 pm
A first I was shocked, but the explanation at the end makes sense. Of course Alphabet is pandering to investors, but they're also making those investors carry the risk.
@SupremeAechitectSupreme
June 12, 2026 at 7:05 pm
These used to be government tax revenue numbers.
@DarkBloodbane
June 12, 2026 at 7:05 pm
It's about time we hear AI expense from other AI companies. If OpenAI is losing money for AI, it's not surprise if other companies are in same state.
Though the real question is what would happen next?
@serotoning1582
June 12, 2026 at 7:05 pm
The OG enshitifiers will probably raise my workspace account price by 50% again to pay for this bs.
@dewinmoonl
June 12, 2026 at 7:05 pm
wasnt expecting the face reveal hahaha
@matrinoxtm
June 12, 2026 at 7:05 pm
12:22 theory of constraints. Just cause you can code faster doesn’t mean the rest of the pipeline speeds up to match it
@TheSateef
June 12, 2026 at 7:05 pm
so google will buy the new shares back at 50c/$ in a couple of years
@samphan74
June 12, 2026 at 7:05 pm
"Big tech" is shrinking and they know it so they are trying to grab $$ while they think people are still impressed with them. Don't let them get away with it. China does technology better and cheaper and without the attitude.
@jason8077
June 12, 2026 at 7:05 pm
He respectfully stated those money are 'cash' but they are not 😂
@JohnnyBean78
June 12, 2026 at 7:05 pm
It seems Guugle is now spending more than they can get and like they are living paycheck to paycheck if they're doing this raise of capital. Guugle has also gone to sht over the years and now they are begging for money. Pretty ridiculous! And we don't need more ai data centers. WTF!
@UnitedWeStand-g7u
June 12, 2026 at 7:05 pm
Meanwhile in China, DeepSeek AI is thriving at a fraction of the capital costs associated with US based AI companies, I suspect it’s because circular financing is not allowed in China.
@LowkeyTryhard
June 12, 2026 at 7:05 pm
You need more manpower to babysit the ai.