`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

·há 15 dias·discuss

"cybercrime is cringe"

haberdasher

·mês passado·discuss

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

haberdasher

·há 2 meses·discuss

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

haberdasher

·há 8 meses·discuss

You're 2 weeks late.

haberdasher

·há 8 meses·discuss

Same

haberdasher

·há 9 meses·discuss

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

Congrats on building something people want.

haberdasher

·há 9 meses·discuss

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

haberdasher

·há 10 meses·discuss

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

Or more likely: `[object, object]`

haberdasher

·há 10 meses·discuss

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

Good luck with the launch!

haberdasher

·há 10 meses·discuss

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

haberdasher

·há 6 anos·discuss

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-...