Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
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Google's Optimism on AI
I'm optimistic that investors are going to focus on just what the framework is, how Google is going to approach AI. In terms of Google, they've got nine platforms that are more than a billion monthly active users. And so they've got engagement and you can, at different layers, different levels, layer these AI products into those massive bases of usage. So my view is that our margins are going to go up or down. I think probably near term, I'd say next one to two years, they are probably stable.
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