No. of Recommendations: 2
Agreed. When you start digging in to google, its quite an amazing technology and deep science company with understated management, which has led to a perception they are behind the curve with AI. Nothing could be further from the truth and an opportunity exists to arbitrage that misperception. Similar, though not as extreme, to when Facebook changed its name to META and the world thought Zuck had lost his mind. The reality there was that mush of the AI and METAverse spend was going to improving advertising tools and the algo.
