Know Your Risk Podcast Google's AI Future
Nov 24, 2025
The hosts dive into the surprising market mispricing of Google, especially with innovations like Waymo and Gemini 3. They discuss Google's TPU chips outperforming NVIDIA and the potential of expanding chip sales. Zach highlights the long-term potential of Waymo and how strategic hardware ecosystems could boost earnings. Misplaced technical views and Google’s undervalued patents take center stage, alongside the significant role of chip scarcity in AI development and the low antitrust risks in the current political landscape.
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Google Was Mispriced For Months
- Google was materially mispriced by the market despite obvious, knowable AI advantages.
- The recent rally shows markets can fail at price discovery for long periods.
Gemini 3 Validates Google's Hardware Edge
- Gemini 3's launch underlines Google's AI leadership and hardware independence.
- The model succeeded without using NVIDIA H100 chips, highlighting Google's TPU strength.
Combine Fundamentals With Technicals
- Use fundamentals alongside charts rather than relying solely on technical analysis.
- Investigate company fundamentals deeply before accepting chart-driven narratives.