Trying this again. Post got deleted…
Ya’ll need to chill with comparing Alphabet’s AI model with others and ascertaining the companies entire value on the benchmarks.
It’s in Alphabet’s interest to slow roll updates… if they slaughter the competition, who will buy their TPU chips? Who will buy their compute (Anthropic has $100B backlog through 2030). Alphabet is shepherding the lambs to slaughter but slowly. Might as well fatten them up and profit (don’t forget about google’s gainz on Anthropic)
If OpenAI and Anthropic fail, they will lose funding and that means less revenue for Alphabet. This is basically one of the worlds best transfer of funds from VC’s to Google lol. Let openAI and Anthropic burn cash.
Also Google is literally hassled by gov all over the world for anti competitive behaviour. Thus having illusion of competition provides them cover as they move in the shadows like a monster
as someone very wise once said, SUNDAR IS A MONSTER
Positions:
GOOG $300 calls June 2027
