The analysis discusses Alphabet (GOOGL) and SoundHound AI (SOUN). Alphabet has reached its first $100 billion quarter, with a 2,800% increase in 20 years and an expected gain in revenue, and an increasing Google cloud and other services. The analysis also refers to Alphabet’s AI features integrated into Google search and Google Cloud, and the large long term deals. SoundHound AI focuses on voice AI technology. The analysis also makes reference to the fact that SoundHound acquired a company called Interactions to automate phone support and customer service. It discusses the fact that most enterprises trust Google’s platform and will build infrastructures on it. While mentioning that SoundHound is in a race to achieve profitability before they run out of cash. The analyst is biased toward Alphabet because of their execution at scale, their multiple revenue engines and Google's AI systems used at scale.