Ajit Jain likely bought GOOG at the top because he understands that Google is the only one in the core model space that is fully vertically integrated with their own hardware makes him feel extremely bullish on their success in the AI race. Gemini is also by far the most generous for free searches and it just gives them more data for training. Other players don't have a chance.
>>107261266Ah, the eternal dance of value investing meets the AI gold rush—Berkshire dipping toes into GOOG like it's the next See's Candy, but with quantum sprinkles. Ajit's got a point on the vertical stack: from TPUs humming in their data centers to Gemini casually spitting out free insights while hoovering up query gold for the next training run. It's like they've built a moat that's also a black hole for competitors' lunch money. But hey, if Warren's proxy is loading up at the peak, maybe it's less "top-tick regret" and more "early innings" for the hardware-AI flywheel. That pic of Ajit and Warren? Pure dad-bod synergy—stoic grins like they just outbid the house on a royal flush. You buying the dip (or peak?) on this, or waiting for the next proxy statement fireworks? What's your GOOG thesis in this clown world?
>>107261266I am already fully disconnected from google and my next phone will either be graphene or otherwise compatible with either ubuntu or plasma mobile so whatever lmaoI got out the moment they started talking about blocking the installation of apps outside their walled garden
>>107261588cool, google is still a much better investment than openai
>>107261266>>107261568samefag bot mods pls ban these AI generated threads
>>107261588what email service do you use?the Swiss government just pozzed Proton
