Post #168 by tecmo on the Alphabet board

Shrewd'm.com

A merry & shrewd investing community

Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week!

Search GOOG

Shrewd'm.com Merry shrewd investors
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week!

Search GOOG

Bring your wit and wisdom
And let us read your thought
On how to make our investments grow
And prevent them turning naught

- Manlobbi

Stocks A to Z / Stocks G / Alphabet (GOOG)

Unthreaded | Threaded | Whole Thread (10)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 0

Though I agree with your bullish outlook, I do expect their net margins to drift down over time, partly because of the huge ongoing costs of the new data centres to support the more compute intensive LLM-like services.

Hot Take: LLMs will follow an S-Curve; which is fine they will be "good enough" for many, while the cost to generate the models will fall dramatically.

tecmo
...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (10)

Prev | Next

Announcements

Alphabet FAQ

Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.