Lou Whiteman

Now, enterprise is where it's at to get that return on invested capital.

Anthropic is showing that.

And it's important to remember, Alphabet, congrats for winning this.

And it does look like you're winning this.

But look, that is backfill for them.

That's holding serve.

That's not growth because they are the ones that were seen as vulnerable.

Where the thesis has changed is it's not Alphabet will be destroyed by AI.

because search will be destroyed by it.

It's alphabet can hold serve.

So yes, this is good.

This is especially important for alphabet since they are, they were the leaders in the clubhouse.

So they need to retain, but I am hesitant to make too much of it just because I think this is just, we're in a very long process of retraining the consumer or maybe redefining the internet and what the internet is.

And again,

Yeah, the one with Chrome is winning.

I don't know if that's a shock or really investable.

I am yet to be convinced we don't already have the AI device sitting in our pocket right now as the phone.

And Google.

Or the Pixel, yeah.

I mean, look, I'm just going to be that guy and do this because I do think you ignore this until it works.