Kto zapłaci za boom na AI: inwestorzy, chmura czy klienci API

Rozdziały

1. 00:00Na początek
2. 00:23O czym dziś
3. 00:36Dlaczego Alphabet miał najgorszy dzień na giełdzie
4. 03:19Mapa rynku: kto zarabia, a komu brakuje gotówki
5. 06:15Spór o to, kto pokryje rachunek za AI
6. 09:05Pożegnanie

Źródła

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• Alphabet (GOOGL) earnings Q3 2026 · cnbc.com
• Alphabet’s worst day ever leaves Google search valued below fossil fuel stocks, BofA says · fortune.com
• Alphabet tanks nearly 13% for worst day ever, losing $500 billion in value · cnbc.com
• Alphabet loses $500b in market cap in single day, biggest drop since IPO - The Herald Business · heraldcorp.com
• Cracks are emerging in the AI spending boom · TechCrunch AI
• Google stracił grube miliardy w jeden dzień. "Tracą wiarę w koncern" · Spider's Web
• Alphabet shares record their worst day ever, shedding $500 billion in value · nbcnews.com
• Microsoft IR · microsoft.com
• Microsoft (MSFT) Q1 earnings report 2027 · cnbc.com
• Yahoo · yahoo.com
• Yahoo Finance · yahoo.com
• Alphabet Sheds $500 Billion in a Single Day Despite Cloud Growth of 103% · fool.com
• Alphabet Stock Eyes Worst Day Ever, $500 Billion Wiped Out - Alphabet (NASDAQ:GOOGL) - Benzinga · benzinga.com
• Alphabet Loses $500 Billion in Market Cap in One Day, Second Largest in Wall Street History · sbs.co.kr
• CNBC Investing Club · cnbc.com
• Earnings call transcript: Alphabet beats Q2 2026 estimates, shares fall on capex surge By Investing.com · investing.com
• Motley Fool transcript · fool.com
• Alphabet's free cash flow drops to negative $9.1bn despite $26.2bn profit · ppc.land
• SEC 10-Q · sec.gov
• Yahoo Finance · yahoo.com
• Google Says Lower AI Mode Monetization Weighed On Search Growth · searchenginejournal.com
• Google admits AI search makes less money, but it's fixing that with more ads · Ars Technica AI
• Alphabet shares plunge over 10% as Google's AI search struggles to make money · techspot.com
• Google Searches Are up 12%, Stock Crashed 10% · yahoo.com
• Alphabet stock falls 12.6%, wiping out $500 billion as AI Mode earns less · pasqualepillitteri.it
• Alphabet Inc. (GOOGL) Q3 FY2026 earnings call transcript · yahoo.com
• Alphabet Q3 2026 earnings: AI Mode's monetization penalty · mdm.co
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• SEC, Amazon exhibit · sec.gov
• Amazon posts negative free cash flow of $42.4 billion, holds 2026 capex unchanged · cnbc.com
• SEC, Meta exhibit · sec.gov
• Meta Q3 2026 Earnings: Capex Outran Cash, $37.5B Stock Sale · globaldatacenterhub.com
• Alphabet’s Google Cloud revenue doubles to $31 billion as cash flow stays deep red · fortune.com
• Anthropic expected to receive high 'junk' rating from credit agencies following IPO, FT report says · techcrunch.com
• Anthropic Could Go Public With A “Junk” Credit Rating. What That Means, And What Is Actually Confirmed - 1023 Jack · 1023jack.com
• FT: Blackstone Warns Anthropic May Only Clear Double-B Junk Rating After IPO · aiweekly.co