Alphabet
See also: Investment Ideas:Previous | Alphabet: Sources | Alphabet:Position Changes | Alphabet: Discord | Alphabet:Sheet | Alphabet:Questions
Investment Position
Alphabet is one of the worldwide strongest companies due to their unassailable position in search, yt, android as well as growth fields like cloud.
The first time ever it is facing worrying competition though coming from ai. The danger we are seeing is that people could "discover" more products e.g. on social media and have more questions answered e.g. by generative ai programs like chatgpt instead of people searching for those informations like they would have in the past.
Therefore the position of alphabet is not as solid anymore as it has been and has been closed. For more see Alphabet:Position Changes and Discord.
Management and Culture
2023
February 15: Some voice concerns that google has lost it's innovation power and is suffering from it's own success.[1]
References
- ↑ www.cnbc.com/2023/02/15/founder-who-sold-his-startup-to-google-says-the-company-has-lost-focus.html