Interactive Media & Services
Case studies in interactive media & services.
Alphabet’s next compute allocation
Alphabet’s next infrastructure plan must support two demanding uses of AI compute. Google’s consumer products—including Search, Gemini, and YouTube—need capacity for models, inference, and product improvement. Google Cloud needs capacity to deliver customer workloads, meet commitments, and compete for new enterprise demand. Read case
EverQuote: Reinvest, Wait, or Diversify?
After a sharp retrenchment, EverQuote was seeing early signs that auto insurers were returning to customer acquisition. EverQuote's first-quarter results beat its guidance, and a larger marketplace competitor had just reported a sharp re-ramp in auto-insurance carrier spending. Read case
Meta’s 2024 Infrastructure Bet: How Fast to Build?
At 4:15 p.m. Eastern on February 1, Meta Platforms had just released its fourth-quarter and full-year 2023 results. Investors had seen the numbers and a new range for 2024 capital expenditures. Meta’s earnings call was scheduled to begin at 4:30. Read case