Lack of Urgency and Pricing: Analyzing Google's AI Business and Potential Upside

Google's businesses, including AI, lack urgency and desperation. They should restructure to prioritize AI development. The market undervalues Google due to a lack of urgency, but if they fix it, there is potential for upside. Stick with big companies, even in sectors that have done poorly. Five of the 11 S&P 500 sectors are down this year.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.