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
> becomes optional for a majority of Americans

No it won't. It will be an option for those who can depend on a car service due to proximity to a city.

>>kevin_+0k1
Data from the 2010 Census: 80.7%: Percent of the U.S. population is urban (living in Urbanized area or Urban Cluster).

Sounds like a majority to me.