The Dutch Investors #63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing
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Nov 5, 2025 In this discussion, the team from Secret Sauce Investing dissects Alphabet’s journey from the origins of Google to its current AI challenges. They delve into how Google's advertising model has shaped its dominance while assessing threats from nimble competitors. They explore the impact of AI advancements, particularly in relation to YouTube and Google Cloud. The conversation also touches on potential pitfalls like antitrust issues and the implications of LLMs on search. Ultimately, they argue Alphabet’s strong foundation positions it for resilience amidst this technological shift.
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PageRank Launched Google's Dominance
- Google invented PageRank and made search relevant by ranking pages via links, not word counts.
- That relevance and simplicity became the foundation for its ad-driven flywheel and lasting dominance.
AdWords Built The Cash Engine
- Adwords launched in 2000 and became the engine that turned relevant search into sustained cash flow.
- That ad flywheel funded Google's expansion and moonshot bets for decades.
Google Helped Invent Modern LLMs
- Google researchers published the transformer papers in 2017, foundations for modern LLMs.
- That means Google helped spark the AI revolution even before many competitors existed.