zlacker

>>i13e+(OP)
It's been a while since they stopped innovating.

Although Google, Maps, Youtube are of daily use they are monetized exclusively by advertising which is annoying and hated by many. It has been many years since Google has launched an innovative new product.

I don't think ChatGPT will gain daily traction after this hype. Anyway we could say that MSFT and AMZN have demostrated more power to innovate with different business models (not only adv) and products.

The GOOG stock has a PE (Price/earning) of 23, while Coca cola 26. So the stock market expect higher growth from CocaCola than Google. Quite surprising.

- GOOGLE PE (23): https://www.macrotrends.net/stocks/charts/GOOGL/alphabet/pe-...

- COCA COLA PE (26): https://www.macrotrends.net/stocks/charts/KO/cocacola/pe-rat...

>>marcop+1a
I think YouTube, which has a paid and ad-free version along with its Live TV offering, somehow manages to still be a sleeper hit within the larger Google portfolio and doesn't get talked about enough.

>>awad+Zj
What happened to the Waymo hype? If Waymo manages to break through and become a sufficient AI taxi, then car ownership becomes optional for a majority of Americans (unlike today).

>>likeab+Yl
Waymo has always been just a year or two from breaking through.

Google's gotten through the first 95% of the work, but the remaining 95% is gonna take awhile.

>>scarmi+Zn
Dude they are running an open public taxi in Phoenix, it has the run of the whole city.