`I am really struggling to see what's the investment thesis behind Google valuation increasing 2x in response to AI`

Google is basically Nvdia (TPUs), Tesla (Waymo Self-Driving), Hyperscaler, Netflix (YouTube) and a massive VC (Anthropic, Databricks, SpaceX, etc.) all rolled into one.

Their valuation isn't really a 2x'ing so much as a reversion from halving.

haberdasher

·15 日前·議論

"cybercrime is cringe"

haberdasher

·先月·議論

"If AdSense became sentient, it would upload itself into a self-driving car and go drive off a cliff."

haberdasher

·2 か月前·議論

"the guy at the store said i was the only one who could pull it off"

haberdasher

·8 か月前·議論

You're 2 weeks late.

haberdasher

·8 か月前·議論

Same

haberdasher

·9 か月前·議論

They have 600k+ users - this is an achievement to be lauded!

Congrats on building something people want.

haberdasher

·9 か月前·議論

Amazon owns 15-19% of Anthropic. So yes and no.

haberdasher

·10 か月前·議論

Anyone try listening and just hear "Object object...object object..."

Or more likely: `[object, object]`

haberdasher

·10 か月前·議論

The pricing page is too, too sexy. I love the login experience though.

Good luck with the launch!

haberdasher

·10 か月前·議論

This whole thing is a distraction. What does it add beyond the "wow - you can do cool things on the web these days?"

haberdasher

·6 年前·議論

If anyone wants to give a multi-year journal (5-year Journals are popular in print form) chrome extension a try: https://chrome.google.com/webstore/detail/goal-board-vision-...