I invested heavily in Alphabet at $340, believing its distribution and vertically integrated AI stack positioned it to dominate the AI era.
However, I'm starting to have doubts. Gemini feels underwhelming compared to ChatGPT, and Meta's Muse genuinely surprised me. I expected Google to be first with an agent of that calibre. Do they even have something comparable in the pipeline?
Does anyone else share these concerns, or am I underestimating Google?