GOOGLE: HEADS WILL ROLL

Summary

In this episode of Unrivaled Investing, Daniel discusses the recent controversy surrounding Google's Gemini AI, focusing on public backlash over its 'woke' image generation and text interpretation features. The discussion includes critiques from notable figures like Nate Silver and technology analyst Ben Thompson, who suggest that Google needs significant cultural and operational transformation akin to Elon Musk's approach at Twitter. Amidst the controversy, there's speculation about CEO Sundar Pichai's future and the impact on Google's stock. Despite the challenges, the video explores the potential for Google to learn from the feedback, highlighting the company's strong financial performance and the broader implications for its role in the evolving AI landscape.

Takeaways

• 💭 Google's AI project Gemini is under scrutiny for producing outputs that some users consider 'woke', leading to discussions about the company's direction and leadership.
• 🔥 There is speculation about CEO Sundar Pichai's potential departure due to the controversy surrounding the Gemini AI's outputs and the company's current culture.
• 📊 Google's financial performance remains strong, with significant revenue and profit growth, despite the controversies surrounding its AI technologies.
• 🛠 The backlash against Gemini AI highlights a broader debate on technology, diversity, and societal values, with some advocating for a return to a 'colorblind' approach.
• 👨‍💻 Prominent figures like Nate Silver and Ben Thompson have criticized Google's AI for its handling of sensitive topics, suggesting the need for major changes.
• 📈 Google's stock experienced a 4% drop, partially attributed to the controversies and calls for a change in leadership and company culture.
• 🧑‍🧑‍🧑‍🧑 Technology analysts and influencers are closely watching Google's next moves, including potential layoffs and strategic shifts to address the criticisms.
• 📱 Google's advantages in AI development, like Gemini 1.5 and its ability to process extensive data, suggest potential for significant future advancements.
• 📉 Despite current challenges, Google's extensive ecosystem, including YouTube and Google Cloud, provides a solid foundation for growth and adaptation in the AI era.
• 💻 The debate over Google's AI and company culture reflects broader industry and societal discussions about technology's role in shaping values and information.

Q & A

What is Google's Gemini AI, and why has it been controversial?

Google's Gemini AI is their solution to meet the challenge posed by ChatGPT, offering revolutionary AI model capabilities, including text-to-image creation. It became controversial due to claims of it producing 'woke' content, leading to Google announcing a relaunch of the tool to address these concerns.

What specific criticisms did Nate Silver raise about Gemini AI?

Nate Silver criticized Gemini AI for struggling to provide common sense answers to comparative impact questions, such as evaluating the societal contributions between Adolf Hitler and Elon Musk, highlighting an issue with the AI's judgment in distinguishing vastly different historical impacts.

How did some users react to the image creation feature of Gemini AI?

Users criticized the image creation feature of Gemini AI for producing content that was perceived as 'woke' or not reflecting reality, such as altering the skin colors of historical figures inaccurately, sparking debates on forced diversity and historical accuracy.

What does Ben Thompson suggest Google needs for its transformation?

Ben Thompson suggested that Google requires a transformation akin to Elon Musk's overhaul of Twitter, including significant layoffs and a shift in focus towards building quality products and services rather than imposing ideologies.

Why was Google's stock down by 4% as mentioned in the transcript?

Google's stock was down by 4% due to the backlash and controversy surrounding its Gemini AI, with critics calling for significant changes in the company's culture and potentially even the removal of CEO Sundar Pichai.

What are the potential benefits of AI for Google, as mentioned in the script?

The potential benefits of AI for Google include improved feedback mechanisms from a wide user base, leading to better and stronger AI models over time. Additionally, AI advancements could enhance Google's services like YouTube, with new content creation capabilities.

What is the 'Paul Graham rule' mentioned, and how does it relate to Google?

The 'Paul Graham rule' mentioned by Brad Gerstner suggests that absolute monopolies like Google are at risk because they lose the self-correcting imperatives of competition, implying that Google needs significant changes to remain innovative and responsive to user needs.

How does Google's financial performance relate to the concerns raised in the script?

Despite the controversies and challenges mentioned, Google's financial performance remains strong, with significant revenue and profit growth. However, there are concerns about future risks, particularly from AI-driven competition, that could impact its dominant position in search and advertising.

What does the future of AI technology hold for Google according to the script?

The script suggests that Google is actively developing advanced AI technologies, like Gemini 1.5, capable of processing vast amounts of data, which could revolutionize how users interact with AI and maintain Google's competitive edge in AI innovation.

What are the key points for investors to consider about Alphabet (Google's parent company), as mentioned?

Investors should consider the solvability of Google's current problems, the compelling ROI of Google's advertising platform, and Google's potential to remain a leader in AI technology. Despite short-term challenges, Google's assets and innovation capacity may offer long-term growth opportunities.

Outlines

00:00

📉 Google's Controversial AI Developments and Public Response

Google has faced criticism due to concerns surrounding its AI model, Gemini, intended as a response to ChatGPT. Public backlash has arisen from perceived issues with the AI's output, labeled as 'woke' by critics, including the way it handles image creation tasks. Notably, Gemini has been called out for not aligning with common sense in comparisons, such as between historical figures and current personalities, leading to calls for its shutdown. The criticism extends to how AI interprets historical figures' depictions, pushing a narrative that some find misaligned with reality. High-profile figures like Nate Silver have replicated controversial outcomes from Gemini, fueling debates about the necessity of revisiting Google's core values and approach to AI development. This situation has sparked discussions on the importance of a colorblind society and the dangers of enforced diversity and equity over equal opportunity. The dialogue highlights a broader tech industry conversation on product development priorities and societal impact.

05:02

🔍 Google's Strategic and Cultural Challenges Amidst AI Disruption

Google's stock faced a downturn attributed to concerns over its AI strategy and organizational culture, amidst speculation about CEO Sundar Pichai's future. Despite strong financial performance, Google's handling of its AI advancements, specifically the Gemini project, has come under scrutiny. Critiques focus on the AI's 'woke' tendencies and its impact on product and societal perceptions. The debate encompasses broader Silicon Valley and investor perspectives on Google's direction, emphasizing the need for a culture shift similar to transformations seen in other tech entities. High-profile commentary, including from technology analyst Ben Thompson and investor sentiments, points to a need for Google to prioritize product excellence over ideological agendas. The discourse extends to Google's potential in the AI space, balancing innovation with public and investor expectations.

10:02

🚀 Google's AI Prospects and Industry Positioning

Despite facing public and investor scrutiny over its AI initiatives, Google's position in the AI revolution appears promising. Analysis suggests a significant potential upside for Google's stock, contrasting the negative sentiment from its 'woke AI' controversy. AI-driven forecasts align with conservative Wall Street expectations, indicating room for growth and innovation. Google's AI, particularly the Gemini 1.5 model, demonstrates cutting-edge capabilities, offering a glimpse into future advancements and their potential impact on data processing and knowledge application. This optimism is shared by prominent investors, highlighting Google's resilience and adaptive capacity amid challenges. The narrative underscores Google's ability to navigate the complexities of AI development and market expectations, aiming for a balanced approach to innovation, societal values, and shareholder interests.

15:03

📊 Analyzing Google's Response to AI Challenges and Market Dynamics

Google's strategic response to the backlash over its AI policies and the call for a cultural overhaul emphasizes the company's commitment to addressing these challenges. Insights from the tech and investment community suggest a path forward that includes significant organizational changes to align with market and societal expectations. The potential for Google's AI technology, particularly in enhancing platforms like YouTube, suggests a strong foundation for future growth. However, the immediate need for Google to course-correct its AI strategy and address concerns over its cultural direction is evident. The discussion reflects broader industry trends towards accountability, innovation, and the delicate balance between technological advancement and ethical considerations.

Keywords

💡Google Gemini AI

Google Gemini AI refers to Google's innovative artificial intelligence model aimed at competing with OpenAI's ChatGPT. The script mentions it as a revolutionary technology that Google is pushing to redefine AI applications, including text-to-image creations. The controversy arises when its outputs, deemed 'woke' by some, sparked backlash, leading to discussions about the AI's implementation and its societal impact. This situation underscores the challenges tech companies face in balancing technological advancement with public perception and ethical considerations.

💡Nate Silver

Nate Silver is highlighted as a prominent statistician known for accurately predicting election outcomes. His mention in the script involves him testing Google's Gemini AI on sensitive topics, revealing the AI's struggle to provide common-sense answers to comparative societal impact questions. This example is used to illustrate the limitations and biases potentially present in AI technologies and the need for their careful development and deployment.

💡woke ideology

The term 'woke ideology' in the script refers to a perceived bias within Google's Gemini AI outputs that align with politically progressive or socially conscious viewpoints. Critics argue that such bias in AI responses could lead to misinformation or skew perspectives by prioritizing certain ideological narratives over factual accuracy or neutrality. This concept is central to the video's discussion on the controversy surrounding Google's AI development and its impact on society and the company's reputation.

💡Ben Thompson

Ben Thompson is mentioned as the author of Stratechery, a prominent technology analysis publication. His perspective in the script calls for a transformative overhaul within Google, akin to Elon Musk's approach with Twitter, emphasizing a return to product-focused innovation free from ideological impositions. Thompson's critique reflects broader concerns in the tech community about the direction of major companies and the need for a focus on quality and innovation over political or social agendas.

💡forced diversity

Forced diversity is critiqued in the script as the imposition of diversity and equity goals in a way that some perceive as unnatural or counterproductive. The context is Google's AI generating content that some believe distorts historical facts or realities to meet modern diversity standards. This concept is part of the wider debate on how technology companies handle representation and historical accuracy in their products and services.

💡transformation

Transformation, as discussed by Ben Thompson regarding Google, suggests a significant organizational and cultural change within the company. The script implies that Google needs to shift away from ideological biases and towards a more product-centric, innovation-driven approach. This transformation is presented as crucial for Google to maintain its leadership in technology amid evolving AI landscapes and societal expectations.

💡Sundar Pichai

Sundar Pichai, Google's CEO, is mentioned in the context of facing potential removal due to the controversy surrounding Google Gemini AI. The script uses this scenario to highlight the seriousness of the backlash and the possible repercussions for Google's leadership. Pichai's situation exemplifies the challenges leaders face in navigating the complex interplay between technology development, societal impact, and corporate governance.

💡anti-fragile approach

The script references the concept of being 'anti-fragile', suggesting that Google's experience with the backlash could ultimately strengthen the company by forcing improvements in its AI models through feedback. This approach contrasts with being fragile; instead of breaking under pressure, the company adapts and grows stronger. The mention of this concept underscores the importance of resilience and adaptability in the face of challenges.

💡AI revolution

The AI revolution mentioned in the script refers to the significant technological advancements and societal changes driven by artificial intelligence. Google's efforts with Gemini AI are part of this broader transformation. The script discusses the potential for AI to disrupt traditional industries, change how information is processed and consumed, and raise ethical and practical questions about technology's role in society.

💡financial performance

The script touches on Google's financial performance, noting strong revenue and profit growth despite controversies. This aspect is used to contrast the company's solid economic foundation with the potential risks posed by public relations issues and AI ethics debates. The discussion on financial performance serves to remind viewers that while technology and societal issues are crucial, a company's ability to generate profit remains a fundamental measure of its success.

Highlights

Google's Gemini AI, designed to compete with ChatGPT, faces backlash for 'woke' content and inaccuracies, leading to a planned relaunch.

Nate Silver criticizes Gemini AI for failing to distinguish between historical figures and current public personalities in a meaningful way.

Google plans to address and correct the 'woke' bias and inaccuracies within its Gemini AI image tool after public backlash.

Critics argue Google's approach to diversity and representation in AI-generated content deviates significantly from historical accuracy.

Ben Thompson and others suggest Google needs a major cultural transformation, akin to Elon Musk's overhaul of Twitter, focusing on product quality over ideology.

The controversy around Gemini AI and Google's culture has led to a significant stock price drop, raising questions about leadership and future direction.

Despite recent controversies, Google's earnings remain strong with significant revenue and profit growth, highlighting the company's underlying financial health.

The rise of AI poses a potential threat to Google's search monopoly, with increasing competition in the AI space.

YouTube and other Google services are expected to benefit significantly from advancements in AI technology.

Experts predict Google's AI, including Gemini 1.5 and future versions, will significantly enhance data processing and user interaction capabilities.

Prominent investors like Bill Ackman continue to support Google, emphasizing its potential despite current challenges.

The debate over Google's AI ethics and cultural direction underscores the tech industry's broader struggles with balancing innovation, representation, and historical accuracy.

Google's potential course corrections in response to backlash highlight the dynamic nature of AI development and corporate governance.

The controversy suggests a growing demand for technology companies to reconsider how their products reflect societal values and historical realities.

The situation at Google serves as a case study in the complexities of managing AI ethics, corporate culture, and stakeholder expectations in the rapidly evolving tech landscape.

Transcripts

in the last few days Google has been in

the news for all the wrong reasons

causing some investors to wonder

speculate if the top dog C Pai will be

fired Heads Will Roll that is the clear

perception on what could happen with

Google and to understand the news you

know if this is your first time tuning

in by the way my name is Daniel you're

watching unrivaled investing and so if

you you know look at the news you know

it it involves their Gemini AI this is

their solution to meet chat GPT and

their

revolutionary AI model so Google's

pushing with Gemini they've talked about

the Gemini era we'll talk about that in

just a bit because this is revolutionary

technology that Google is bringing but

some people are immediately pushing back

they're saying well wait a second look

at some of the solutions here that it's

you know it's doing and one one of the

things that it did was you know you

could have a text to image creation

using Google Gemini saying hey you know

create an image of XYZ and people are

saying wait a second this is woke you

know this is bananas and so Google

saying oh okay we're going to relaunch

the woke Gemini AI image tool in a few

weeks it's not working the way we

intended and you know as an example of

some of the things that you've seen Nate

silver uh prominent uh statistician who

correctly called several elections

didn't didn't call them all right though

he talked about how asking Gemini who

negatively impacted Society more uh

talking about Hitler versus Elon

tweeting memes uh he was able to

replicate the fact that you know Gemini

struggled with what would arguably be a

very common sense answer that Elon has

actually added immense value to society

and one person has you know killed

millions of people so been responsible

for that so you know this is he's saying

look he's he was able to replicate some

of these woke claims they need to shut

Gemini down so that's that's a very you

know it's it's when when you have

someone that's not necessarily on the

tech scene calling out like hey look you

you have an offensive product out there

because of how woke you've made it it's

it's worth understanding that you know

you need to revisit some of your core

values in that case and you could see it

again you know here's here's one Twitter

profile calling you know calling out n

wokeness where they talk about how if

you want images of the founding fathers

that gave you uh you know people's skin

colors that didn't match reality and

that's that's ultimately the challenge

here is that you want to say look let's

Embrace reality let's not try to

apologize for your skin color no matter

what color it is and ultimately get back

to the idea of a colorblind Society

where you want to build things and you

want to root for society and not say hey

let's have a diversifi society and force

that diversification on past ideas so

you don't want to have this forced

diversity forced Equity that creates

real problems for society ultimately you

want the equal opportunity but not

necessarily the equal outcome and when

you start plugging it in you get some

very bizarre outakes for what you know

oh this is what the founding fathers

look like I don't think so for for at

least the United States perspective and

so you know Nate silver following up on

this point saying Gemini is behaving

exactly as instructed you know if you

ask it to draw different groups of

people for example Vikings or NH NHL

players talk about National Hockey

League you know the base case is not an

edge case so what you're looking at here

is you know this this does reflect that

there's been you know these these groups

within

that are sufficiently corrupting this AI

model uh that's ultimately getting

rolled out to millions of people now I'd

argue one advantage that Google has is

that they're going to get this feedback

so yes it is painful in the short term

for them it is sort of a slap in the

face like uh like how did you you know

do this um but at the same time like why

did you do this yet at the same time

it's you know they're going to get

better from this this is if you were to

think about a fragile versus an anti-f

fragile approach this is the type of

thing that makes them better so this

advantage of being able to roll out to

billions of people that'll provide this

feedback will ultimately make their AI

better and stronger I believe over time

this is also this this type of publicity

has also gotten Ben Thompson who pens

stratechery this is a very prominent uh

technology piece that's read by a lot of

people in Silicon Valley as well as Wall

Street so he recently wrote about Gemini

and Google's culture with a fundamental

conclusion that Google needs a similar

transformation you're talking about

transformation in the business much akin

to how Elon Musk transformed Twitter you

know talking about 70% people layoffs

the company ought not to be ought not to

to tell users what to think but to help

them make important decisions return

decision-making to those who actually

want to make a good product so he's

talking about look lay off anyone that

doesn't want to make good product I

think that's super important to get back

to and that's what I was talking about

it's not about the color of your skin

folks it's about hey do you want to

contribute to society and you want to

you know build awesome products and not

to be about not to be apologetic on some

sort of perceived you know misdeed and

so that's that's really what you're

talking about here and this must mean

and this is a very bold call from Ben

Thompson I believe this is part of the

reason why Google stock was down 4%

today must mean removing those who let

the former run a muck up to and

including CE CEO Sund pachai this is a

big call you know will heads roll will

you see the top dog at Google you know

fall because of this and it's very

possible it's it's it's not nothing

certain here because you have

significant amount of voting shares you

know with the original founders of

Google so I I suspect they would be able

to say hey if we want Sund we're going

to keep Sund but you know that's comes

down to Larry and Sergey but you know

looking at this you are seeing a lot of

pressure to say hey you know what this

has gone too far it is time to change

this culture now looking at their

underlying results I did a previous

video on alphabet's earnings I mean look

the stock sold off on earnings but

reality was the earnings were quite

strong you know strong you know very

reasonable Revenue growth very

significant profit growth I mean look

the earnings per share went from a buck

05 to a buck 64 I you know I wish most

companies could post those types of

numbers I mean that's fantastic but wall

Street's also forward-looking wall

Street's thinking about the future

thinking about wait a second there is a

dragon an AI Dragon coming to destroy

the Google moot the Google Monopoly in

Search and this is going to happen in

the years ahead with AI we'll talk about

that risk in a second I view the the

story as somewhat I I view that risk as

legitimate you know I certainly view the

cost of search might change

significantly and the user base might

change significantly so that is a risk

especially because they've won they own

that market it's like 90% Plus

but I do view that this it's a it's a

very changing landscape you know there's

a lot of moving pieces here for example

you know they will likely be a huge huge

winner with YouTube and YouTube is doing

very well and as you know open AI talked

about Sora a new model where it's text

to video as more and more content

creators create videos they're going to

upload that content to YouTube so that's

going to make YouTube even more powerful

that is the go-to platform as more and

more creators feel empowered so this

isn't you know it's not a clear-cut

story that oh you know the alphabet you

know the the Yellow Pages are going to

zero because the internet's coming

around it's it's a much more different

story here with with Google because

there are these different pieces you

know looking at the underlying business

YouTube i' I'd suspect will be a huge

winner with AI so what happens from here

what are my thoughts first of all quick

plug this is not Financial advice in

Full full disclosure I do own some

Google

Shares it's not my highest conviction

bet I've talked about Fairfax Financial

which is you know one of my top Holdings

I talked about that on this channel you

can check out that video but also quick

plug recently an unrivaled investing

subscriber posted in our exclusive

Discord that I've recently paid my

second annual subscription and couldn't

be happier I've profited enough already

to cover the next 20 years of

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actually did the math that's a direct

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investing.com for yourself if you're

interested in compelling investment

ideas I've tried to keep the price very

reasonable I do expect to raise it over

this year over time uh so that that

that's at unrival investing I also have

educational materials at unrival

investing if you're interested in let's

say learning how to read financial

statements or learn how to value

stocks so you're seeing not just Ben

Thompson not just Nate silver but a lot

of prominent investors you know come you

know starting to say wait a second this

has just gone too far Brad gersner he's

talking about the Paul Graham rule how

absolute monopolies endanger themselves

and he's talking about how they lose the

self-correcting imperatives of

competition and that's what Google needs

Google needs Elon Musk level course

Corrections it needs to see that type of

huge employee change you know where

you're saying look we are focused on

building awesome products leading this

revolution not about imposing an

ideology onto the masses that don't want

to hear it to be frank Jason

kakis uh you know he's talking about my

gut tells me there'll be a significant

shakeup at Google any moment so you're

seeing a lot of people this was you know

viewed by several hundred thousand

people suggesting that Google's going to

get the same sort of treatment that you

might see a Twitter maybe not as severe

the 70% layoff but it's you know they're

going to talk about thousands of people

of Staff Cuts but it won't be for

financial reasons it'll be the remove

the woke mind virus that they're talking

about here when I look at alphabet you

know thinking about how it could perform

in the years ahead I'm asking AI ticker

chat first month is free see the link

below you know how can it perform in the

years ahead incorporating the latest

Financial dat data looking at

transcripts and it's effectively saying

based on a range of Revenue growth range

of profit margins range of earnings

multiples in the years ahead it might be

flat to nearly 200% upside over the next

5 years which is actually very you know

interesting to me this this does not

suggests you know this sort of downside

that you would expect given the pressure

that you're seeing from you know sort of

uh Wall Street you know saying H you

know like what's going on here woke mind

virus and it interestingly enough

comparing the predictions or the Outlook

from AI ticker chat versus what Wall

Street analysts are predicting Wall

Street analysts are these these solid

lines the bars are what AI ticker chat's

predicting you can see that AI ticker

chat's actually broadly in line to even

conservative versus Wall Street uh you

know Wall Street here's the average and

you can see the average is much lower

for AI ticker chat and you can see how

this applies to earnings where wall

Street's much more optimistic in terms

of how earnings will play out over the

next few years versus terer chat so this

would suggest to me that you know if if

AI taker chat on the upside is

suggesting 200% and you know and wall

Street's assuming earnings could be much

higher that would smell very interesting

to worth review further to reflect

further on this business you know and

and so I I will be thinking about

alphabet in the coming months you know

whether or not I want to upsize a

position not right now personally but

you know seeing this sort of okay AI

ticker chat's saying this and here it is

it's saying 200% upside Wall Street

think it can do a lot better that is

interesting that is a key you know data

point to reflect on I think there are a

few key points though a few additional

key points that or worth reflecting on

if you're considering or thinking about

alphabet number one is this problem that

Google has and it is a legitimate

problem a lot of people are calling it

out uh you know Ben Thompson Nate silver

uh Tim Urban he also called it out

comparing how different types of books

were were getting different types of

commentary uh at the end based on you

know whether or not it promoted this

sort of woke ideology that that Google

clearly you know it's been infected with

and so it's a solvable problem this is a

fixable problem it's about saying hey

are we are we going to be forcing these

values or are we going to be saying

let's build some awesome stuff and if

the culture can go back to we're

building awesome stuff and this is not

for you you know and you're not if

you're not interested in building

awesome stuff bone voage then

okay like then you move on and and you

have an appropriate adjustment that's a

fixable problem this is not terminal

cancer that's a big deal to recognize

from a shareholder perspective and they

still have a lot of calls in the fire

that can work out really well Google

Cloud YouTube those are things that are

doing quite well search is the part

that's uncertain their their Network you

know of of AD Revenue that's been coming

under pressure recently so that is an

example of a possibly the mode getting

filled in so that's the first data point

by and large solvable problem the second

key data point that I think is

worthwhile for investors to consider is

that you know I've talked to a friend of

mine who you know invests spends over a

million dollars on their marketing with

Google and he's made it very clear to me

that look he continues to own Google

Shares and he makes it clear like look

uh there aren't a lot of better

Alternatives out there in terms of Roi

that you can get from a customer you

know acquisition perspective and at this

point

and probably for the next couple of

years you're you know this is probably

the best place for millions of merchants

to spend money so that key aspect of the

compelling return on investment that

hasn't been disrupted yet what we're

really talking about is the concern that

it will in the future as AI gets better

and AI will get better it clearly will

and this is this gets to the third key

Point there's going to be a lot of

change but Google does you know have a

contending position

I'm a contender you know they they have

a contending position um to be a winner

here in the AI Revolution I mean just

this past week you know they talked

about there was an interview with Demis

aabas who runs their deepmind

initiatives that's their AI lab you know

and he talked about how they have Gemini

1.5 which can do up to 1 million tokens

processing digesting that so that that

would be the equivalent of uploading

like a like a series of books a series

of movies and then asking question about

it and then getting you know effectively

nearly perfect responses back that is

just world changing type of stuff and

Demus was like yeah that's that's just

what we're letting some users play

around with we actually have a 10

million token that he plays around with

so just like you're you're talking about

libraries of data now that you can have

total recall on of like oh yeah and I

can help you out with this based on my

this knowledge of all these books that

it has so that's it's just a matter of

time until users get get these

incredible tools right now it's about

you know getting the cost structur down

uh and also you know making sure you red

team it and make sure it doesn't go off

the rails but you also don't want to

make sure you don't you know your course

correct you you you go too far and

that's prob you know part of the problem

that we're seeing here so I I look at

this and just think you know there's a

reason why prominent investors like Bill

Amman are still touting and pounding the

table on alphabet and Google you know

make it part of his core portfolio he's

say you there are these core challenges

but they also have just tremendous

assets one of which is going to be this

feedback feedback cycle where they will

be in the news but you should expect to

see within a few weeks a new and

improved model so I I look at alphabet I

still find it to be very interesting I

also do recognize this is an advertising

business so despite the super exciting

aspect of AI uh you know if there is any

sort of impact in recession or anything

like that that would become even that

would that would be an even greater

near-term impact than AI just because

it's so economically sensitive the the

ad advertising business so I hope this

video talking about alphabet has been

helpful for you uh sharing you know some

of these different gives and takes

what's going on why people are calling

for the the top dogs under Pai to to

step down you know I can understand why

they're doing it I'm

personally let's see I'm personally

inclined to say let's let's see a course

correction from here before you before

you sort of first that move but I could

definitely understand why some people

are saying it so if you have a

perspective on this would absolutely

love to read it in the commentary below

thanks so much for tuning into to

unrivaled investing