Bill Hartzer

Shhhh! My book is now live on Amazon:

The Unofficial Ballot: Trust, Risk, and Taking Sides in a Divided Era a.co/d/0bECpPYd #Amazon via @Amazon

ICYMI: AI Tools Grew 79% in a Year. Google Search Is Still 7 Times Bigger according to the latest State of Search Q3 report by @semrush and @randfish

So annoying when your Zoom meetings are limited in time--like 30 minutes. I've gone to a paid Zoom workspace account that doesn't have that restriction.

Here's 15 percent off if you use this link: us06web.zoom.us/opc/buy?coupon…

AI Tools Grew 79% in a Year. Google Search Is Still 7 Times Bigger according to the latest State of Search Q3 report by @semrush and @randfish

billhartzer.com/seo/semrush-st…

What Happens If the AI Bubble Bursts? The Q3 Numbers Offer Clues

The AI bubble did not burst this fall. The bill came due instead. In the last week of October, Alphabet fell more than 10 percent after reporting negative free cash flow of $9.07 billion and its first revenue and earnings miss in nearly four years. Amazon spent $77.3 billion on capital equipment in a single quarter, and its free cash flow over the past 12 months swung to negative $42.4 billion.

That is the shape of the risk now. The revenue is real. Google Cloud more than doubled to $30.7 billion in the quarter, and Amazon Web Services grew 39 percent. The problem is that spending is growing faster than the cash it throws off, and the biggest companies in the market are borrowing to keep up. Alphabet’s long-term debt rose to $125.1 billion from $21.6 billion a year earlier.

billhartzer.com/ai/what-happen…