I've held Alphabet in my portfolio a long time and don't plan to change that. I do think eventually parts of the business will spin off either because they are forced to or because it makes good sense.
People use YouTube for search but don't think of it as a search engine. We used to have “native advertising” I wouldn't be surprised if there is a way put ads in AI. I agree Waymo has huge potential. For me, the wild card is quantum. They are doing very advanced things. The path to profitability on that is long and unclear but has the potential to be incredibly powerful.
Thanks, Diedre. Makes sense on all. And as I think more about the search commerce application in particular, it does seem like Google is better positioned than ChatGPT, et al. Will write more about that soon.
I've held Alphabet in my portfolio a long time and don't plan to change that. I do think eventually parts of the business will spin off either because they are forced to or because it makes good sense.
People use YouTube for search but don't think of it as a search engine. We used to have “native advertising” I wouldn't be surprised if there is a way put ads in AI. I agree Waymo has huge potential. For me, the wild card is quantum. They are doing very advanced things. The path to profitability on that is long and unclear but has the potential to be incredibly powerful.
Thanks, Diedre. Makes sense on all. And as I think more about the search commerce application in particular, it does seem like Google is better positioned than ChatGPT, et al. Will write more about that soon.