@firstadopter The stock didn't tank due to his response here. It's down on 2027 capex estimates
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Positive users defend Alphabet by noting Gemini's revenue potential via search, YouTube and other products even without frontier leadership, while negative users blame Sundar Pichai's weak AI oversight for the stock drop.
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@firstadopter he’s a public company ceo. that’s about as good of an answer as he can give without saying something dumb like “we will shock the world”
@firstadopter I think he indicated they wanted to release a new model once a month which is pretty ambitious
@firstadopter Sundar’s been great for the stock over the years but how much more evidence do we need that he’s simply not up to the task of leading G in the AI era
@firstadopter You’re missing the entire plot my man.
@firstadopter GOOGL is a secular short here just as it was at $130/share.
@firstadopter likely down on rising Capex as usual though
@firstadopter Last year I started realizing that Google cannot be bothered with small minded discussions like these
@firstadopter So in short: Look Doug, you know, the vibe at the frontier is dynamic. And you know, everything is well. You know? 🤷♂️
@firstadopter LLM is a commodity - Gemini is first in use cases that actually generates money. Who gaf about niche coding? Retail was the main driver of search revenue growth, no other LLM can say this
@firstadopter I remember a very similar market selloff of $GOOG in Q1, 2025 when their Bard AI didn't meet expectations. I bought the stock for less than half of today's price. If it keeps dropping, I will buy some more
@firstadopter Is he basically saying they won't be frontier again until Gemini 4?
@firstadopter The stock dropped on comments on significant increase in 2027 cap ex
@firstadopter The tank came immediately after the capex guide
@firstadopter Indian culture
@firstadopter "you know" transcripts really bring out one's inability to use proper diction.
@firstadopter What would your brilliant answer be smart guy
@firstadopter You write all this up, just to be wrong about why the stock is down lol
@JackFarley96 @firstadopter Alphabet Inc. now expects capital spending to total as much as $205 billion this year, up from a previous estimate of as much as $190 billion.--$514B cloud backlog--to take anything neg away is ridiculous bear non sense
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@dolores_capital He should have used Gemini.