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3 posts

0103 Nov 202614 reactions

ChatGPT gets the headlines, but Google gets the audience. Emarketer estimates that 187.4 million Americans…

ChatGPT gets the headlines, but Google gets the audience. Emarketer estimates that 187.4 million Americans see Google's AI Overviews every month. Looking at that, I’d start my optimization efforts in the Google universe.…

#aimode#alphabet#chatgpt#google#openai

0230 Oct 2026157 reactions

I think the 10%+ sell-off of Google after its Q3 earnings is massively exaggerated. Everybody is focusing o…

I think the 10%+ sell-off of Google after its Q3 earnings is massively exaggerated. Everybody is focusing on the lower monetization Google is seeing in AI mode and the expenses for data centers. I think Google is in a pr…

#ai#alphabet#google

0330 Apr 202648 reactions

Never bet against Google. (Spoiler: GenAI exploded) Alphabet released the Q1 earnings yesterday. At the tim…

Never bet against Google. (Spoiler: GenAI exploded) Alphabet released the Q1 earnings yesterday. At the time of writing the stock is already up 5.73% (before market open). The highlights: 💰 Total Revenue reached $109.9…

#agenticcommerce#alphabet#feedmanagement#google