Raymond
speaker
139 appearances
2 recordings
2 series
first heard May 2022
last heard Jan 2025
Raymond’s voice in public audio — every appearance, attributed to the second.
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Appearances
So it's quite an appropriate name for a company that's listed.
Yeah, yeah.
Essentially, you hit the nail on the head with that one.
So when you talk about Google, I think it's great to see a very powerful and very simple mission.
When you read it, it essentially says its mission is to organize the world's information and continuously make it more universally accessible and useful for people.
And when you think about that, it's like very, very easy to understand, very simple, but it's doing a very powerful thing, right?
When you think about Google search, you're trying to look for things.
You're looking for information, recommendations, defined products.
You've got YouTube.
You're trying to look for funny videos to entertain yourself or you're trying to learn a recipe.
You go on YouTube.
You try and find places, Google Maps, storing and saving documents, Google Drive, Google Cloud.
So it goes on and on.
And those are putting a lot of money into to develop a self-driving taxi service to make us even more lazy.
Is that the thesis?
Yeah, I think Google helps with that.
It's becoming more ingrained in everyone's lives.
And that's pretty much the main reason why I think Alphabet is likely going to be a long-term compounder because it's so relevant to everyone's lives and we're so reliant on it.
I mean, when was the last time your friends or your parents asked you something and you had to Google for it?
When I think of key risks, with the upcoming rising inflation and high interest rates, I think it's going to have a massive dampening effect on advertising spend.
Showing 41–60 of 139 · page 3 of 7
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