This massive report is only for the brave ones, who want to understand the dynamics of the AI landscape deep into each layer of the stack, based on the latest earnings releases, as a starting point, but then we dive deep into the core of what’s next.
Google’s Full-Stack AI Playbook: Building the Most Defensible AI Platform
Google has emerged as the most complete and integrated player in AI, spanning the full stack—from custom silicon and cloud infrastructure to enterprise tools and consumer apps. With $96.4B in Q2 2025 revenue (+14% YoY) and 980 trillion tokens processed monthly (2x since May), it represents the archetype of a “Complete Ecosystem Champion.”
Where others focus on narrow segments, Google is building AI as an operating system for the world—but this scale also exposes it to what can be described as a “multi-front war”.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
