In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs. The developments in the industry have given me the realization that as a shareholder of Google, I would rather stay on the sidelines for now, deploy my capital elsewhere, and observe Google's progress from the sidelines. As you will see through this article, I believe Google is facing a real Innovator's Dilemma.
Very comprehensive article. Thanks for writing it. I still don't understand why can't LLMs based products have ads from the get go. What's the main challenge there?
Outstanding article.
Excellent write up! Lots to ponder and consider in terms of the long term investing thesis in GOOG vs META vs MSFT vs AMZN. Cheers!
Very comprehensive article. Thanks for writing it. I still don't understand why can't LLMs based products have ads from the get go. What's the main challenge there?