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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 B / Berkshire Hathaway (BRK.A)
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Author: kmb123   😊 😞
Number: of 21944 
Subject: Re: AAPL PE when WEB was buying
Date: 03/31/25 4:56 PM
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No. of Recommendations: 1
Article today questioning GOOG's staying power.

"Melius’s Ben Reitzes asked Monday whether Google is the next Kodak.

“We have focused on ‘the simple’ with Alphabet since our launch in mid-2023 — and that view is predicated on the view that Google is losing the next generation of ‘searchers’ to ChatGPT,” he wrote in a note to clients.

...

“Metaphorically speaking, OpenAI’s home page is arguably this generation’s ‘digital camera,’” he wrote. “The loyal ad buyers for Google ads are arguably the loyal ‘photofinishers’ who may prove to be fickle if the ads see diminishing returns.”

...

In addition, Alphabet now has a branding problem. Google is a verb, but its Gemini artificial-intelligence offering isn’t. ChatGPT, however, has “verb” status with younger users, who Reitzes wrote will say things like that they “ChatGPT’d” their papers for school.


https://archive.is/RtgBj
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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