On: Google Earning Q1 2024 [pdf]

[tech_buddha]

Speaking as a shareholder here, a 2 trillion dollar valuation warrants extraordinary justification. Past performance is no guarantee of future results. As the AI models get better and better at compressing the world's information, people will be going directly to their model of choice

[nl → tech_buddha]

> a 2 trillion dollar valuation warrants extraordinary justification

$320B annual revenue, 15% growth, $0.20 per share dividend and $70B share buyback.

Enough said.

[zztop44 → tech_buddha]

And it’s very likely that for 90% of people their model of choice will be at the other end of the Google/Chrome search box