In this episode, Scott Becker unpacks Google/Alphabet’s resilience amid AI disruption and market shifts.
Chapter 1: What is the main topic of this episode?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is Google slash Alphabet and don't bet against Google slash Alphabet. So Alphabet's the holding company name for Google. Google is the cash cow at Alphabet, really 98% of the company, maybe not that much, but pretty much so. So here's the deal. Google's up 5% today.
Chapter 2: How is Google/Alphabet performing in the market?
It's down about 9% year to date, but that's better than a lot of the NASDAQ big seven stocks. So the fact that it's down 8%, 9% year to date, and quite frankly, it's going to make us some of that today, isn't a bad sign. Now, what's amazing about Google, you would think with all this AI-powered search,
Chapter 3: What advancements has AI brought to Google search?
an AI-powered analysis that when you plug something in today, you don't have to go through 30 different Google entries to find what you want. The same with Safari, rather something typically summarizes it for you way up front.
Chapter 4: How can summaries improve user experience?
By the way, that's the same way we like to write for people or in the old days when writing memos for law firm clients, have something that summarizes it right up front so people can really get the gist of things without even to go through dozens of pages. But I digress.
But the point about Google, which I think is fascinating, is I was talking to someone who's deeply into the AI sector about, you know, is Google in trouble now that AI is coming and people could do search in so many different ways and get to the gist of what they want?
And what the person had said to me was, and this is someone I respect greatly in these areas, is that Google had gotten so far ahead of investing in deep tech and artificial intelligence and how they work. They think, quite frankly, Google is going to be able to turn a lot of this into an advantage versus a disadvantage. So I'm always stuck between the two different things here.
I see on Twitter and X all the time people saying, you know, the days of Google are done, that it's over. You know, they use this, they use this, they use that. Then there are other people that are deeply knowledgeable about the sector saying, no, no, no, no. Google is still very much relevant, very much a leader still, and still magnificent. I don't know what the real answer will end up being.
But as I watch Google, it again becomes one of those companies that I think it's hard to bet against coming out on top or doing well. Just fascinating to watch. That's it. I would love people's thoughts on where they think Google is going to be in 10 years or five years. If you're the first person to text me an opinion about Google, 773-766-5322.
I'll send you a $100 Amazon gift certificate to thank you for sending your opinion. Thank you for listening to the Becker Private Equity and Business Podcast.
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