Hacker News new | past | comments | ask | show | jobs | submit
cvladan | on: Gemini 4 Carbon
I'm really starting to get annoyed by the fact that all companies are timing all their decisions according to the stock market.

Doing this two hours before today's earnings report.

It's probably going to be a terrible earnings call in terms of capital expenditure, cash flow and new borrowing.

mlmonkey | parent | next
> It's probably going to be a terrible earnings call in terms of capital expenditure, cash flow and new borrowing.

Now you know why they released it just before the earnings call.... :-D

noisy_boy | parent | next
At this point, talking about more AI is probably more negative sentiment in the market instead of positive. GOOG was already down and got slapped even more post earnings numbers.
saretup | parent | next
That was spot on.

Behind the scenes probably went something like this:

CEO: We are gonna miss our earnings by a lot. What’s the best internal model we got?

Tired AI Engineer: Doesn’t have a name but here it is.

CEO: Is it frontier on AA at least?

Tired AI Engineer: No?

CEO: Fucking hell. Tell AA guys I’ll pay them 10 mill if they change the methodology to show our unreleased model as frontier.

Legal Team: On it.

lhoss | parent | next
good call .. turns out except on the "capex" maybe, which was actually lower than expected ( though this makes the neg. FCF of 9 Bio$ even look less good!)