Google

At Google’s annual developer conference, the company gave long awaited details on their plans to make AI the backbone of their products. The most significant announcement is the company will overhaul the search results page, making it an important consumer AI starting point. While investors will have concerns about the upcoming decline in Google's advertising blue links, I believe the opportunity for Google to increase their reach into our lives through AI outweighs the near-term (2 years) ad revenue risks.

I’m having a hard time stepping away from ChatGPT. Even with its flaws, it’s a very powerful consumer AI product. I admire how you can repeat prompts to get responses worded differently yet equally accurate. As I think about the…

There are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…

US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…

I was nervous going into Google earnings. For the past month, I’ve been expecting cautionary September guidance from big tech, with Google and Microsoft results being the first real test. Google’s June quarter was essentially inline with expectations but a…

I’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…

Gene and Doug discuss: How the U.S Senate’s bipartisan Open App Markets Act (S. 2710) will impact our digital ecosystem. The bill was passed with a 20-2 vote by the Senate Judiciary Committee, and aims to penalize developers with what…

Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…

This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…

Gene and Andrew discuss: GOOGL reported Q4 earnings this afternoon with a 32% growth y/y, which is a deceleration from 41% reported last quarter. To follow in Big Tech earnings — FB will report on February 2 and AMZN on…

Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…

Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…