Comparing Alphabet to Kodak strikes me as a buy Alphabet signal (I already added to my position on Friday).

I recall the first thread on the GOOG board, back in 2022, was about ChatGPT, with Manlobbi adding a helpful response that still holds up: https://www.shrewdm.com/MB?pid=9900154&wholeThread...

If we look at the the revenue streams, we get a very non-Kodak like picture. From FY 2022 to FY 2024, in round numbers: Youtube ads are up from $29 billion to 36 billion; cloud revenue is up from 26 to 43 billion; Search advertising isn't dead yet -- 162 billion to 198 billion; and other bets are up from $1.07 to 1.65. Speaking of other bets: Waymo recently announced its up to 200, 000 paid rides per week (TSLA still at zero lifetime), and there are other "other bets" that might bear fruit. Last I saw, Alphabet has seven products with 2 billion plus users (Search, Gmail, Maps, Youtube, Android, Chrome, and Play Store).

If we start to go through all the whys as to why Alphabet isn't easily replaced, and why all these diverse efforts will help preserve its place as an advertising hegemon, it starts to look like grounds for an antitrust suit.

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