Limitless Podcast Analysis: What Investors Get Wrong About Apple and Google
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Nov 6, 2025 Discover why Google and Apple are potentially undervalued in the market. The discussion highlights Google's aggressive AI strategies and its chances to expand its market cap significantly. Learn about Apple's unique approach to AI, focusing on privacy and personalization while building strategic partnerships. Explore the contrasting public sentiments surrounding both giants and consider how their evolving strategies could reshape investment perspectives.
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Google's Multi‑Modal AI Moat
- Google has world-class models across text, image, video, and science, giving it a multi-modal AI lead.
- Combined with massive user distribution and in-house TPUs, Google can monetize AI across search, YouTube, Gmail and Android.
Transformer, Delay, Then Sergey Returned
- Josh recounts Google inventing the Transformer in 2019 and then delaying productization, which let OpenAI seize early public AI mindshare with ChatGPT.
- Sergey Brin's return and renewed focus helped Google pivot into Gemini and regain competitiveness.
TPUs Give Google A Vertical Edge
- Google's TPUs are specialized hardware optimized for AI matrix math, yielding higher performance per watt and lower cost per token than many GPUs.
- Google currently uses TPUs internally, which gives it a vertically integrated hardware+software advantage for massive AI workloads.