The Data Center Story: Part 1
I came across this recently launched podcast named “stepchange”. The podcast is basically Acquired-style story telling of “human progress through the lens of transformative technologies, systems, and infrastructure”.
Topic
GOOG
A collection of 82 issues
How people use ChatGPT and its implications, Portfolio Change
There was a lot of chatter about an NBER working paper “How People Use ChatGPT” yesterday. Unlike most survey work or academic paper looking into this question, what differentiates this paper is it is written by people at OpenAI.
More Alphabet!
“Eventually, AI will change everything…though not everyone fully grasp the extent of the tsunami that is approaching…Training AI models is a gigantic multitrillion-dollar market. It's hard to conceive of a technology market as large as that one.
Google's evolving TPU strategy
Google built the first Tensor Processing Unit (TPUs) because general‑purpose chips were too slow and too power‑hungry for the surge of machine‑learning inference inside Google Search, Ads, Photos, speech etc.
Why I bought more Alphabet!
Believe it or not, it’s not necessarily because of Judge Mehta’s ruling yesterday! After coming back to Google as a shareholder back in April this year, I will elaborate on my decision to add to my existing position in Alphabet behind the paywall.
Google's "first mistake"
I have been listening to Acquired’s latest episode on Google. I haven’t finished the episode yet; I’m half-way into the four-hour episode.
The Promise and Pitfall of Agentic Commerce
We are entering the age of agentic commerce, where autonomous AI agents, acting as our digital deputies, will navigate the endless aisles of online stores, evaluating products and making purchases on our behalf.
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
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.
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: For the nine consecutive quarters, Meta has outpaced Google in terms of incremental share.