Buy GOOG by Aug 23, 2026.

I think there’s a cognitive dissonance going on that since ChatGPT came out in 2022, the fluff is removed and ppl have an accurate view of things But agentic coding should be viewed as its own thing. It really just started having breakout mainstream performance a few months ago via the First Mover: Claude Code. Is this not the exact same as chatbot layer where performance will be duplicated and even expected by the frontier models and then even the …