No. of Recommendations: 3
in light of this week's crisis that goog is failing as an AI leader\bleeder...
some solace in an excellent overview.
'This presents us with a difficult decision. We love Google as a company and think its management team may be amongst the best assembled in the history of capitalism.
But the stock is abnormally risky. The core business is being disrupted, and that disruption may be total.
The company’s reaction is to spend its entire accumulated profits on disrupting itself with no certainty about the outcome, or even whether there is any profit at the end.'
brontecapital.com - Amalthea Letter 