The 3 biggest takeaways from Google's Q2 earnings, from AI spending to a milestone for Gemini ⁠52%

By Katherine Li⁠10%

7/23/2026, 12:08:21 AM

BS Summary: This article contains 18 faulty reasoning types, including Framing Effect, Self-Serving Bias, and Special Pleading, with Availability Heuristic as the most egregious example at 11.6% saturation with 61 hits. Analysis detected 559 faulty-reasoning hits from 525 analyzed words, generating a BS Score of 51.4% and a BS Rank of ⁠52% (9,996 of 20,515 articles). This article is worse (more manipulative) than 51.30% of the article peer group.

Google reported blockbuster second-quarter revenue of $119.8 billion, up 24% from a year earlier. 
Google sent a message about AI spending as Gemini hit a new milestone. 
Here are the three most important updates from Google's Q2 earnings call. 
Google's latest earnings call offered a familiar message: AI is driving growth, and it's also getting more expensive . 
On Wednesday, Alphabet reported second-quarter revenue of $119.8 billion, up 24% from a year earlier, while Google Cloud posted another blockbuster quarter as enterprises raced to adopt AI. 
At the same time, executives made it clear the company is prepared to spend even more to meet surging demand. 
Here are the three biggest takeaways from Alphabet's earnings. 
Google is spending more on AI and is willing to sacrifice margins 
Google is prioritizing long-term AI growth over short-term profitability by doubling down on its AI buildout . 
The company raised its 2026 capital expenditure forecast to between $195 billion and $205 billion, up from a previous outlook of up to $190 billion, saying demand for AI infrastructure continues to exceed available capacity. 
Finance chief Anat Ashkenazi said during Wednesday's earnings call that the higher spending reflects an accelerated rollout of computing capacity. 
Google also plans to lean more heavily on third-party cloud providers while it builds out its own infrastructure, a strategy Ashkenazi said will create "modest margin pressure in the near term" but help the company "keep growing our customer base and capture greater overall value." 
Google Cloud is becoming the company's AI growth engine 
Search remains Google's largest business, but Cloud is increasingly emerging as its primary AI growth engine. 
Over Q2, Google Cloud once again delivered the strongest performance across Alphabet's businesses. 
Revenue jumped 82% year over year to $24.8 billion, well ahead of analyst expectations, while cloud backlog reached $514 billion, highlighting continued demand from businesses building AI applications. 
"We're still in a supply-constrained environment," Ashkenazi said, adding that Google is seeing "very strong demand both from external cloud customers as well as across the business." 
About 60% of Google's infrastructure spending during the quarter went toward AI servers, with the rest invested in data centers and networking equipment. 
Google's Gemini app is closing in on ChatGPT 
Google's AI assistant is approaching a milestone, signaling that Google's consumer AI strategy is gaining momentum amid intensifying competition with OpenAI and Anthropic. 
The company said during Wednesday's earnings call that the Gemini app now has 950 million monthly active users, up from about 650 million last October and more than 750 million earlier this year. 
CEO Sundar Pichai also said during the earnings call that daily active users have tripled over the past year. 
That puts Gemini within striking distance of OpenAI's ChatGPT, which recently reached roughly 1 billion monthly users. 
Google is also trying to make its AI models cheaper to run. 
This week, it introduced three new Gemini models, including Gemini 3.6 Flash, which the company says improves coding performance while using fewer tokens, reducing the cost of deploying AI applications. 
Read the original article on Business Insider 
Article reasoning-pattern comparisonThis article: 3.2%Katherine Li: 1.0%Business Insider: 2.4%Confirmation Bias3.2%This article: 6.7%Katherine Li: 0.4%Business Insider: 0.8%Anchoring Bias6.7%This article: 11.6%Katherine Li: 3.8%Business Insider: 3.3%Availability Heuristic11.6%This article: 5.3%Katherine Li: 0.3%Business Insider: 0.7%Representativeness Heuristic5.3%This article: 3.2%Katherine Li: 0.6%Business Insider: 1.0%Hindsight Bias3.2%This article: 0.0%Katherine Li: 0.1%Business Insider: 1.7%Overconfidence Bias0.0%This article: 11.6%Katherine Li: 6.8%Business Insider: 4.9%Framing Effect11.6%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.7%Loss Aversion0.0%This article: 3.2%Katherine Li: 0.6%Business Insider: 0.7%Status Quo Bias3.2%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.3%Sunk Cost Effect0.0%This article: 6.7%Katherine Li: 1.9%Business Insider: 2.6%Optimism Bias6.7%This article: 0.0%Katherine Li: 1.0%Business Insider: 1.4%Pessimism Bias0.0%This article: 0.0%Katherine Li: 5.8%Business Insider: 4.8%Negativity Bias0.0%This article: 8.6%Katherine Li: 1.2%Business Insider: 1.8%Self-Serving Bias8.6%This article: 0.0%Katherine Li: 0.8%Business Insider: 0.6%Fundamental Attribution Error0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.2%Actor-Observer Bias0.0%This article: 0.0%Katherine Li: 1.2%Business Insider: 0.7%In-Group Bias0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.2%Out-Group Homogeneity Bias0.0%This article: 7.4%Katherine Li: 3.3%Business Insider: 2.7%Halo Effect7.4%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Horn Effect0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.0%Dunning-Kruger Effect0.0%This article: 6.1%Katherine Li: 1.3%Business Insider: 1.2%Recency Bias6.1%This article: 0.0%Katherine Li: 0.2%Business Insider: 0.4%Primacy Effect0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Blind-Spot Bias0.0%This article: 0.0%Katherine Li: 0.3%Business Insider: 0.3%Ad Hominem0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Straw Man0.0%This article: 0.0%Katherine Li: 3.2%Business Insider: 3.5%Appeal to Authority0.0%This article: 0.0%Katherine Li: 0.4%Business Insider: 1.2%False Dilemma0.0%This article: 0.0%Katherine Li: 0.2%Business Insider: 0.6%Slippery Slope0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Circular Reasoning0.0%This article: 5.7%Katherine Li: 2.2%Business Insider: 3.9%Hasty Generalization5.7%This article: 0.0%Katherine Li: 0.2%Business Insider: 0.2%Red Herring0.0%This article: 0.0%Katherine Li: 0.8%Business Insider: 0.5%Bandwagon0.0%This article: 0.0%Katherine Li: 2.3%Business Insider: 3.1%Appeal to Emotion0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.7%Begging the Question0.0%This article: 4.4%Katherine Li: 1.9%Business Insider: 2.3%Post Hoc (False Cause)4.4%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Tu Quoque0.0%This article: 0.0%Katherine Li: 0.3%Business Insider: 0.2%Burden of Proof0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Appeal to Nature0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.2%Composition/Division0.0%This article: 0.0%Katherine Li: 3.0%Business Insider: 3.5%Anecdotal0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%No True Scotsman0.0%This article: 5.1%Katherine Li: 1.4%Business Insider: 1.5%Ambiguity (Equivocation)5.1%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.0%Gambler’s Fallacy0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Middle Ground0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.0%Personal Incredulity0.0%This article: 8.6%Katherine Li: 0.3%Business Insider: 0.1%Special Pleading8.6%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.0%Genetic Fallacy0.0%This article: 3.8%Katherine Li: 0.8%Business Insider: 1.2%Unattributed Quote3.8%This article: 0.0%Katherine Li: 0.8%Business Insider: 0.7%Quote-first Misdirection0.0%This article: 3.8%Katherine Li: 3.7%Business Insider: 3.4%Biased Writer Voice3.8%This article: 0.0%Katherine Li: 0.1%Business Insider: 1.3%Indoctrination0.0%This article: 0.0%Katherine Li: 0.1%Business Insider: 0.1%Politically Left Leaning Bias0.0%This article: 0.0%Katherine Li: 0.0%Business Insider: 0.1%Politically Right Leaning Bias0.0%This article: 1.3%Katherine Li: 0.2%Business Insider: 1.6%Attempt to Sell a Product or S…1.3%

525 words analyzed.

Speakers

2speakers21%attributed speech414writer words
Voice mapSelect a segment to jump to its words
Writer's voice • 16 words • 0.0% coverageWriter's voice • 14 words • 0.0% coverageWriter's voice • 13 words • 0.0% coverageWriter's voice • 12 words • 0.0% coverageWriter's voice • 19 words • 0.0% coverageWriter's voice • 28 words • 0.0% coverageWriter's voice • 20 words • 100.0% coverageWriter's voice • 9 words • 0.0% coverageWriter's voice • 12 words • 0.0% coverageWriter's voice • 17 words • 0.0% coverageWriter's voice • 35 words • 0.0% coverageAnat Ashkenazi • 20 words • 100.0% coverageAnat Ashkenazi • 45 words • 0.0% coverageWriter's voice • 9 words • 0.0% coverageWriter's voice • 16 words • 0.0% coverageWriter's voice • 13 words • 0.0% coverageWriter's voice • 28 words • 0.0% coverageAnat Ashkenazi • 27 words • 0.0% coverageWriter's voice • 23 words • 0.0% coverageWriter's voice • 8 words • 0.0% coverageWriter's voice • 23 words • 0.0% coverageWriter's voice • 33 words • 0.0% coverageSundar Pichai • 19 words • 0.0% coverageWriter's voice • 17 words • 0.0% coverageWriter's voice • 12 words • 0.0% coverageWriter's voice • 30 words • 0.0% coverageWriter's voice • 7 words • 100.0% coverage
Selected voice

Anat Ashkenazi

100%flagged-word coverage
92 attributed words83% of attributed speech74% writer coverage
0%12.5%25.0%Unattributed Quote+21.7 ptsWriter: 0.0%Anat Ashkenazi: 21.7%21.7%Biased Writer Voice-4.8 ptsWriter: 4.8%Anat Ashkenazi: 0.0%0.0%Attempt to Sell a Product -1.7 ptsWriter: 1.7%Anat Ashkenazi: 0.0%0.0%

Attribution is sentence-level. Pattern percentages are calculated only from words assigned to that voice.

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Analysis

Hover over highlighted words in the article to view the associated bias or fallacy analysis.