why I still like Googl
// note
- - internal culture
- - Waymo
- - Isomorphic + Calico + Spinouts
- - Great private investments at GV
- - Deepmind wins AGI. GDM is $1T alone
- - Wins browser use/agentic AI due to Chrome data by a mile
- - weak spot is robotics - lacks distribution due to bad at hardware
- - Google Glass will get beat by meta most likely
- - YouTube — video is the new default. As india's CPM rises it will all be on youtube
- - TPUs are the best hedge for my nvidia
- - Music, media, film
Total cost basis: $71,547.89
Average cost per share: $163.24
Average cost per share: $163.24
Today: $176.62