Google gets way too much sh*t 👇 Just the TPU business alone could be worth a trillion within a couple of years. Alphabet also owns e.g. 7% of SpaceX and 14% of Anthropic. And just in the past month, Google has signed over $10B in AI infrastructure deals with the likes of Meta and OpenAI. On top of that, Apple is reportedly considering using Gemini as the backbone for a revamped Siri. Never dismiss Google. #artificialintelligence
Great insights.
For my network and especially 'my' Googlers I am im contact with. 😃 But you know this fact already, I guess?
Nice upside to 300 per share in the next couple of years. And don’t forget LQMs, Large Quantitative Models, which they could be market leaders in via SandboxAQ. A dark horse.
Has their been a TPU advancement I've missed? TPUs have been around for over a decade now and GPUs are still dominant.
It does make me laugh how half of LinkedIn content is saying how clueless the worlds 5 richest individuals and businesses are from the comfort of our mums basements.
With Alphsevolve on their hands, they shouldn't be dismissed at all. The TPUs are getting better by the year.
It's a classic "picks and shovels" play during a gold rush. While many are focused on the latest model release (the software), Google is building the foundational infrastructure (the structure) that everyone else will need to run on. It’s a perfect macro-level example of the "Strategy Before Structure, Structure Before Software" philosophy. The most durable value often lies in the enabling layers, not just the application layer. The platform game is a long one, and they're playing it well.
If algorithms properly reassessed domain names, Google’s role would shrink dramatically. People could simply type exact-match domains into their browser and find what they need, no search middleman required
easily one of the greatest companies of any lifetime
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