Scott
๐ค SpeakerAppearances Over Time
Podcast Appearances
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The flagship fund is one of the largest of its kind, well diversified and managed by a team of professionals. And now it's available to you. Visit Fundrise.com slash ProfG to explore the fund's full portfolio. Check out historical returns and start investing in just minutes. Carefully consider the investment objectives, risk charges and expenses of the Fundrise flagship fund before investing.
The flagship fund is one of the largest of its kind, well diversified and managed by a team of professionals. And now it's available to you. Visit Fundrise.com slash ProfG to explore the fund's full portfolio. Check out historical returns and start investing in just minutes. Carefully consider the investment objectives, risk charges and expenses of the Fundrise flagship fund before investing.
This and other information can be found in the fund's prospectus at Fundrise.com slash flagship. This is a paid advertisement. Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more.
This and other information can be found in the fund's prospectus at Fundrise.com slash flagship. This is a paid advertisement. Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more.
This and other information can be found in the fund's prospectus at Fundrise.com slash flagship. This is a paid advertisement. Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more.
They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Thank you. Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.
They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Thank you. Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.
They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Thank you. Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.
It's great to be a monopoly, and when something threatens your monopoly power, it takes the stock down. And also, I think people felt that this might expedite the transfer of market share from Alphabet to ChatGPT. There's been talk even about potentially OpenAI bidding for Chrome if they're forced to spin it. It feels like momentum has its own momentum and things are not great for Alphabet.
It's great to be a monopoly, and when something threatens your monopoly power, it takes the stock down. And also, I think people felt that this might expedite the transfer of market share from Alphabet to ChatGPT. There's been talk even about potentially OpenAI bidding for Chrome if they're forced to spin it. It feels like momentum has its own momentum and things are not great for Alphabet.
It's great to be a monopoly, and when something threatens your monopoly power, it takes the stock down. And also, I think people felt that this might expedite the transfer of market share from Alphabet to ChatGPT. There's been talk even about potentially OpenAI bidding for Chrome if they're forced to spin it. It feels like momentum has its own momentum and things are not great for Alphabet.
One, that's an incredible high margin payment, $20 billion a year. Google, it does feel like open AI is an existential threat. I would argue that Google or Alphabet is the cheapest. If I were going to put money into one of those companies right now, I'd be tempted to go for growth and meta, but I can't morally reconcile investing in meta.
One, that's an incredible high margin payment, $20 billion a year. Google, it does feel like open AI is an existential threat. I would argue that Google or Alphabet is the cheapest. If I were going to put money into one of those companies right now, I'd be tempted to go for growth and meta, but I can't morally reconcile investing in meta.
One, that's an incredible high margin payment, $20 billion a year. Google, it does feel like open AI is an existential threat. I would argue that Google or Alphabet is the cheapest. If I were going to put money into one of those companies right now, I'd be tempted to go for growth and meta, but I can't morally reconcile investing in meta.
What I just don't get is if the S&P trades at 24, I think it's just hard to understand how Alphabet is not in the top median of companies in terms of growth, and it's trading at 17. So to me, Alphabet feels like the least expensive of them. You had, I think, a great stat, and that is as of today, Google is registering 353 times as many searches as OpenAI today. Let me put it this way.
What I just don't get is if the S&P trades at 24, I think it's just hard to understand how Alphabet is not in the top median of companies in terms of growth, and it's trading at 17. So to me, Alphabet feels like the least expensive of them. You had, I think, a great stat, and that is as of today, Google is registering 353 times as many searches as OpenAI today. Let me put it this way.
What I just don't get is if the S&P trades at 24, I think it's just hard to understand how Alphabet is not in the top median of companies in terms of growth, and it's trading at 17. So to me, Alphabet feels like the least expensive of them. You had, I think, a great stat, and that is as of today, Google is registering 353 times as many searches as OpenAI today. Let me put it this way.
The carcass is bleeding, but this is going to be a big carcass for a long, long time.