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Alphabet Does Enough
To let some analysts tell it, Alphabet's virtually uninvestable.
Pretty much everything to do with
buybacks because you can’t really buy anything else big right now because of trial and cap ex spend is at record highs
I’m not so adverse to kids on Halloween (though certainly don’t do anything to particularly encourage them to knock on MY door) – but do also find Gemini a bit annoying, as I do the endless new features of all the digital tools I use and the constant solicitations (sometimes requirements) of seemingly every business for adoption of their app (driven perhaps by Google Play and all the data gathering they all want to monetize?). And don’t get me started on required updates and forced obsolescence. Maybe Google will get a bigger piece of me if I decide to give MisterSofty the middle finger to the requirement I purchase a couple new PCs because my perfectly functional existing ones aren’t capable of upgrading to Win 11 this fall…..
“You always want a ‘full stack.’ Just ask a family of star-spangled elephants waddling around your local IHOP.”
Nice.
That took me a minute then turned into the best laugh of the day. Heisenberg snark is the best
Oh c’mon, AI Overviews are generally pretty nice. For this guy at least.
Obviously, OpenAI is more fun to talk to.
It seems uninvestable to me mainly because of the uncertainty surrounding the antitrust rulings and the potentially large negative impacts of the ultimate remedies.
Do you not agree?
One bright spot I think they have, in what seems to be a rising part of the AI business is WAYMO. It was a theme in Tesla’s earnings also—-robo taxis. They own WAYMO it provides 250,000 ride\week in the few markets it operates in.