Databricks' Yuchen Jin argues Google's multi-front battles make it undervalued at $4.6 trillion, while Brian Chesky warns of strategic vulnerability

— Google competes simultaneously against OpenAI, Nvidia, Meta, and Apple

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OPYJ#427Yuchen Jin|@YUCHENJ_UW

Google is fighting every final boss at once: OpenAI & Anthropic in models, Nvidia in chips, AWS & Microsoft in cloud, Meta in ads, Tesla in self-driving, Apple in phones and OS. At $4.6T, it feels weirdly undervalued.

9:59 AM · May 29, 2026 View on X