This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk given the popularity of apps such as Chat-GPT with 600 million active users (and counting). After hours, the stock was flat given Google's current capex spend would take nearly 5 years to pay back at Google Cloud's current growth rate. However, while the puts and takes caused a neutral reaction, o...
