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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: sutton   😊 😞
Number: of 442 
Subject: Re: Up about 50% this year
Date: 07/30/23 4:47 PM
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When it gives the right answer, and that is extended to all commercial topics, the effectiveness of advertising may be a magnitude greater, so people will use Google much more

I agree entirely with your argument, but will point out the implicit assumption that Google will be the one to bring to market, either through in-house development or by purchasing/stealing whatever Lotus 1-2-3 or Netscape Navigator equivalent emerges from the underbrush in the next few years.

The most salient example I can think of off the top of my head of the opposite occurring is the Disc Operating System developed by the Microcomputer Software Company that IBM took a pass on in the early 1980s, ostensibly in favor of hardware. Oopsie.

Other last-generation examples of seemingly unassailable first-movers being outmaneuvered (or just plain slow): Kodak, HP, Gateway. Sears.

Otherwise (and assuming no pesky societal apocalypses in the meantime), agree entirely with your ain't-seen-nothing-yet argument

--sutton
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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