Why Google Won’t Talk About Apple

Daily Tech News Show

Tom Merritt

News, Technology

4.8 • 1.5K Ratings

🗓️ 5 February 2026

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s not a conspiracy. We don’t think anyway. Plus, RAMageddon expands to take down the Steam Machine and NVIDIA GPUs.

Starring Tom Merritt and Huyen Tue Dao

Show notes can be found here.

Hosted on Acast. See acast.com/privacy for more information.

Transcript

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0:00.0	This right here is the Daily Tech News for Thursday, February 5th, 2026.
0:08.8	We tell you what you need to know.
0:09.7	We give you some important context, and we try our darnedest to help each other understand.
0:14.3	Today, great news for Google means more conspiracy theories about Apple.
0:18.9	Of course.
0:19.9	I'm Tom Merritt.
0:20.9	I'm going to it now.
0:22.0	Let's start with what you need to know with that big story.
0:25.6	All right.
0:26.1	So Alphabet released its earnings on Wednesday.
0:28.6	We always like to pick out some of the highlights when these earnings reports are
0:32.5	particularly interesting, which I think this one was.
0:35.4	Top line is revenue is still growing.
0:37.9	There were some questions about in this AI era, can Google keep it up, but it's up 15% on
0:42.8	the year.
0:43.6	Net income was up 24.3%.
0:46.0	That's where you take out a lot of the costs.
0:49.0	And 74% of that was ad-based.
0:52.7	Ad revenue rose 17%. Google says says Gemini has improved ad relevance.
0:58.5	It's the first time I've heard them really pushed this line that, no, the AI isn't going to
1:03.7	reduce. It's going to help the ad revenue. They tried to argue that it lets them deliver ads on longer,
1:10.6	more complex searches that were harder
	...

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