OpenAI and Anthropic are losing money hand over fist. Conversely, Alphabet has almost a quarter of a trillion in cash, plus massive distribution.
Alphabet is expert at monetising free products via ads. OpenAI had to charge $200 per month for dots, whereas if Google ever releases an agent, they can do so for free, à la Muse.
Surely this is Alphabet's game to lose.
Is Alphabet a screaming buy at $340 for a long-term hold?