Topic

GOOG

A collection of 35 issues

Beyond the "Search" Box

Anecdotally, we have all been hearing some version of this in the last few months, at least on twitter: “After I started using ChatGPT, my Google search usage went down a LOT!” While Google bears increasingly depict a visceral visualization of Google increasingly being replaced by ChatGPT, Google search bull

Golden age of Digital Ads, LLM P&L

Golden age of Digital Ads Last month, some researchers at Meta published a very interesting paper that highlighted Meta’s ability to monetize LLMs through its core advertising platform. Meta management sort of alluded to some of these during earnings calls, but this paper really drove the point home for

Digital Advertising Snapshot, Corpay 2Q'25, Portfolio Change

Digital Advertising Snapshot As is the tradition in every earnings season, I am sharing my digital advertising Snapshot after 2Q’25 earnings. Three key takeaways: 1. For the nine consecutive quarters, Meta has outpaced Google in terms of incremental share. If Meta’s guide is any indication, that will almost

Novelty bias and future of software engineering, Social's growing share in ad dollars

Alex Telford, who mostly writes on healthcare adjacent topics, recently published this interesting piece: “Thoughts on the future of software development as a non-developer”. Allow me to digress from the core point of the piece, but the below paragraph stood out to me: One of the larger workflow changes post-LLMs

Some notes from Big Tech 10-Qs

I went through Meta, Amazon, and Alphabet’s 10-Qs during this weekend, so just wanted to highlight some interesting points from their 10-Qs. Meta 2Q’25 10-Q Both Alphabet and Meta now disclose total employee compensation expenses. One of the surprising data points for me was that almost half of

Video on NotebookLM, Amazon's response to WSJ, Brown & Brown 2Q'25

I have been using NotebookLM pretty frequently for the last 6 months or so. It’s pretty neat to feed a report to NotebookLM and make a podcast out of it which I can then listen during my daily walk. Yesterday, they launched video feature. So, now I can feed

Google's response, Lululemon Community

Google shared couple of blog posts last week that seem worth highlighting. Google is experimenting with a new feature called “Web Guide” which basically looks like Google itself will write a “blog post” in response to your query but instead of links being hyperlinked (as they are in a typical

Alphabet 2Q'25, Corpay M&A, Portfolio Changes

Alphabet had another fantastic quarter. Admittedly, I am a bit surprised that the stock didn’t react even more positively. Here’s my highlights from the earnings. Revenue On an FX adjusted basis, Alphabet increased its revenue by 13% in 2Q’25 (~100 bps tailwind from FX). For the 12th

MBI Daily Dose (July 20, 2025)

Companies or topics mentioned in today's Daily Dose: YouTube, Replit A Programming Note: There will be no Daily Dose email tomorrow as I will be publishing my Deep Dive on Cognex tomorrow. A good rule of thumb is you will only receive one email from me everyday. So

MBI Daily Dose (July 18, 2025)

Companies or topics mentioned in today's Daily Dose: AMA, Voidware, OpenAI's Monetization AMA: David Kim from Scuttleblurb and I will record an AMA episode for the next Never Sell podcast. Please reply to this email to send your questions! Matan Zinger acquainted me with a term