Topic

GOOG

A collection of 82 issues

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”.

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.

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.

Google's response, Lululemon Community

Google shared couple of blog posts last week that seem worth highlighting.

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.

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.

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!

MBI Daily Dose (July 17, 2025)

Companies or topics mentioned in today's Daily Dose: Google, US innovation, Aging gracefully “Search Engine Land” published some interesting data about the evolution of Google Search post-AI Mode launch.

MBI Daily Dose (July 15, 2025)

Companies or topics mentioned in today's Daily Dose: Future of Enterprise software, Some cold water on AI productivity, AWS vs GCP A Programming Note: A number of you have asked whether the Daily Dose might be a short-term experiment.

MBI Daily Dose (July 12, 2025)

Companies or topics mentioned in today's Daily Dose: Stripe, Google, Meta, The Wealth Ladder Emily Glassberg Sands, Stripe’s Head of Information, had an interesting podcast recently. She explained why Stripe has been building a foundation model.