Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

Google's Record Quarter, the White House Intervenes, and GPT 5.5 Silently Matches Mythos | MOONSHOTS

12 May 2026 · 1 min

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In this brief multi‑speaker discussion, Speaker A highlights Alphabet’s record earnings—$109.9 billion in revenue, $62.6 billion profit, and Google Cloud’s $20 billion revenue with 63 % growth—attributing the surge to AI across the Google ecosystem. The conversation then shifts to policy, with Speaker A noting that the White House is contemplating a process to vet AI models before they are released. Speaker B emphasizes the exponential growth of AI capabilities and their immense military value, arguing that the government must preview such technologies but cannot act as a gatekeeper. Speaker C raises a geopolitical concern: aggressive self‑policing by frontier AI labs could stifle competition more than government regulation, potentially leaving the U.S. behind on the global stage. The dialogue blends celebration of financial success with cautious analysis of regulatory and strategic challenges surrounding advanced AI.

Google has crushed their earnings. Alphabet reported $109.9 billion, 22% year-on-year growth, $62.6 billion in profit. Google Cloud hit $20 billion revenue with 63% growth. AI drove results across the entire Google ecosystem.
The revenue just goes up and up and up and up. And, you know, everyone's like, how's that possible? And the way that's possible—
The White House is considering A process of vetting all the models before they're released.
The capabilities of the AI are going to grow exponentially, or continues to grow exponentially. They're incredibly valuable to the military. So the government ultimately has to preview these things, right? It has to, but it can't gatekeep.
That's where we're going to end up falling behind from a geopolitical perspective. I'm more worried about the frontier labs self-policing more aggressively than the government ever would and stifling competition that way. I think that's a far scarier future.
This is the future that we're going to live in forever hereafter.