Disclosure
Eric Jackson is a director of Silvia, Inc., where Anthony Pompliano is Chairman and CEO. Jackson chairs the board's Compensation Committee, according to Silvia's investor site. Jackson is quoted below.
The short answer: Alphabet (Nasdaq: GOOGL, GOOG) is the Mountain View, California parent company of Google, YouTube, Google Cloud and the Gemini AI models. Sundar Pichai is CEO. It was worth about $3.92 trillion as of October 23, 2026, the third most valuable company in the world, and its cloud revenue grew 82% in the second quarter.
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 25, 2026.
Key takeaways
Alphabet is the Mountain View, California parent of Google, YouTube, Google Cloud and the Gemini AI models.
Sundar Pichai is CEO.
It was worth about $3.92 trillion at the October 23, 2026 close, and Google Cloud revenue growth accelerated to 82% in the second quarter of 2026.
What is Alphabet?
Alphabet was founded in 1998 as Google and is headquartered in Mountain View, California, according to its company profile. Sundar Pichai is CEO. Its businesses include Google Search, YouTube, Android, Google Cloud and the Gemini family of AI models.
How big is Alphabet?
Alphabet's market value was about $3.92 trillion at the close on October 23, 2026, according to StockAnalysis. That ranked it 3rd in the world by that measure. Its market value was up about 29% over the prior year.
How did Alphabet do last quarter?
In its second-quarter 2026 results, Alphabet reported:
Revenue growth of 24% from a year earlier.
Google Cloud revenue growth that accelerated to 82%, which the company said was driven by demand for AI infrastructure and AI solutions.
950 million monthly active users of the Gemini app, and Gemini models processing 22 billion API tokens per minute.
Gemini Enterprise in use at nearly 90% of the Fortune 100.
Alphabet had not reported third-quarter results as of October 25, 2026.
Is Google backing AI data centers?
Yes, in at least one case discussed on the show. In December 2025, former bitcoin miner Hut 8 announced a 15-year lease with a subsidiary of Fluidstack for 245 megawatts of IT capacity at its River Bend campus in Louisiana. Google LLC provided a financial backstop for all rent and certain other obligations under the lease, according to the filing.
What did The Pomp Podcast say about Alphabet and Google?
Google came up on several recent episodes. Quotes below are from the episodes, with timestamps.
On the October 15, 2026 episode, "How to Find the Next 10x Stock Before Everyone Else | Eric Jackson", EMJ Capital founder Eric Jackson described the Hut 8 project:
"they've got Google backstopping them financially"
He said Fluidstack is the tenant and Anthropic is the anchor customer for the site. See What Is Anthropic?.
On October 12, trader Chris Camillo said he has used Google Trends for years, but stopped after he concluded the data had been distorted. He said the data set "had been corrupted by AI queries."
"I wrote articles about it, no one believed me."
That is his view. On October 10, Jordi Visser compared AI models and said "Gemini makes a lot of mistakes," before praising Anthropic's Claude Opus.
Every Pomp Podcast episode that discussed Alphabet and Google
Alphabet and Google came up in 3 recent episodes of The Pomp Podcast. Each link opens the YouTube video at that moment.
Oct 15, 2026: How to Find the Next 10x Stock Before Everyone Else | Eric Jackson. Jackson described Google's backing of an AI data center lease. Timestamps: 12:22 (Google backstop for Hut 8).
Oct 12, 2026: How to Spot the Next Big Trade Before Wall Street | Chris Camillo. Camillo explained why he stopped using Google Trends. Timestamps: 5:52 (Google Trends), 6:54 ("corrupted by AI queries").
Oct 10, 2026: Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser. Jordi talked about AI agents and Gemini. Timestamps: 9:06 (agents vs. big tech), 12:11 (Gemini).
Watch or listen to the episode
How to Find the Next 10x Stock Before Everyone Else | Eric Jackson, released October 15, 2026. The Hut 8 and Google discussion is at 12:22.
Opinions from guests on The Pomp Podcast are their own. Nothing on this page is a recommendation to buy or sell any security.
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Where can I follow Alphabet?
Alphabet posts results on its investor site.
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Frequently asked questions
What is Alphabet?
Alphabet is the parent company of Google, YouTube, Google Cloud and the Gemini AI models. It is based in Mountain View, California.
Who is the CEO of Alphabet?
Sundar Pichai.
How much is Alphabet worth?
About $3.92 trillion at the October 23, 2026 close, making it the third most valuable company in the world, according to StockAnalysis.
How fast is Google Cloud growing?
Google Cloud revenue growth accelerated to 82% in the second quarter of 2026, according to Alphabet.
How many people use Gemini?
Alphabet said the Gemini app had 950 million monthly active users as of its second-quarter 2026 results.
What is the Google backstop for Hut 8?
In December 2025, Hut 8 signed a 15-year lease with a Fluidstack subsidiary for 245 megawatts at its River Bend campus in Louisiana. Google provided a financial backstop for the rent, according to Hut 8's filing.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
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This profile is for informational purposes only and reflects reporting available as of October 25, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
