Google's Handoff Between the 10 Blue Links to a Single Results

Google has had this disconnect between what they have been investing into artificial intelligence and what the market is giving them credit for. I think that there will be downward revisions to analysts expectations as Google goes through more of this. In the near term, it's going to be just fine. And I think that as far as a macro, because they're also a read on the macro, it'm going to be relatively stable.

Play episode from 46:08

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app