Secret Sauce Investing

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.