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
It’s definitely because Susan Wojcicki is at the helm. Interestingly, Google started in her (parents?) garage.

Here’s a tour of the recreation https://maps.app.goo.gl/syHHp9GWmaGA5Woz7