Topic

GOOG

A collection of 55 issues

CoStar and Zillow's Google Risk

It seems Google’s masks are off now that the regulatory monkeys are increasingly off its back! Yesterday, Inman reported: “Real estate data and analytics firm HouseCanary shook up the industry over the weekend with its Google partnership, which prominently displays ComeHome listings at the top of search results for

Waymo's Surge

In May 2023, Waymo was doing just 10k commercial public rides per week. Then exactly a year ago, Sundar Pichai disclosed Waymo was doing 175k rides per week. Yesterday, this tweet indicated weekly number of rides has now shot to 450k, growing 157% YoY! Of course, Waymo is still only

Reader's feedback on "The Great Abstraction"

A couple of days ago, I wrote a piece titled “The Great Abstraction?”, highlighting the impending tension between OS-layer agent and the entire corpus of companies operating in the app layer. Catapult Capital had some constructive thoughts on that piece which I think is worth highlighting. So, I am sharing

Why is AWS partnering with GCP?

On last Sunday, Google Cloud published a blog post about their new collaboration with AWS. From the blog post: “Today, we announced a significant collaboration with Amazon Web Services (AWS) to offer a managed, private and secure, on-demand, solution for cross-cloud connectivity. This solution is designed to enable customers to

The appeal of conversational commerce

First things first, let’s define “conversational commerce”. When you ask queries to an AI model or chat bot about something you want to buy, and based on the AI’s research you then take decisions and complete the purchase by ordering the product on the retailer’s website, that’

On the eve of Gemini 3.0

Prediction markets indicate Alphabet will release Gemini 3.0 next week. Sundar Pichai’s tweet also makes it all but certain that is indeed likely the case. At least my twitter or X timeline is increasingly filled with tweets from Alphabet employees with giddy excitement about the launch. It’s

How would we know if market were "AGI" pilled?

During Meta 2Q’25 call, Mark Zuckerberg mentioned something potentially quite profound: “Over the last few months, we’ve begun to see glimpses of our AI systems improving themselves. And the improvement is slow for now, but undeniable” Then in Meta 3Q’25 call, he described Meta’s Family of

Digital Advertising Industry Snapshot, Portfolio Change

As is the tradition in every earnings season, I am sharing my digital advertising Snapshot after 3Q’25 earnings. Digital ads market growth has accelerated to 18.4% in 3Q’25 (vs 15.7% in 2Q’25 and 14.1% in 3Q’24). Meta continues to gain market share every

The Great Decoupling of Labor and Capital

A programming note: I initially wanted to cover Microsoft’s earnings today, but I am changing the schedule a bit as I felt more inspired to write today’s piece. Almost two decades ago, Hewlett-Packard (HP) was the first tech company to exceed $100 Billion annual revenue threshold in 2007.

Alphabet 3Q'25 Update

Alphabet is a $3.4 Trillion company. Yet, the stock is up almost ~50% since 2Q’25 earnings. The stock has largely shredded the initial search related jittery post-ChatGPT and is now firmly seen as one of the key winners in AI. 3Q’25 call only bolstered this view. Here