Key insights of today’s newsletter:
Google needs a new CEO, but heads never seem to roll at this company only talent churn for their lack of vision and idiocy.
What’s your main concern with them Michael? As an outsider who focuses on financial results, I see they continue to grow earnings and free cash flow.
They’re stock is down 4.5% after this recent debacle. They’re getting trounced in the AI war by OpenAI and Mistral and Perplexlity is coming for their search monopoly
They need to get fit and get a wartime CEO or their ngmi
Google needs a new CEO, but heads never seem to roll at this company only talent churn for their lack of vision and idiocy.
What’s your main concern with them Michael? As an outsider who focuses on financial results, I see they continue to grow earnings and free cash flow.
They’re stock is down 4.5% after this recent debacle. They’re getting trounced in the AI war by OpenAI and Mistral and Perplexlity is coming for their search monopoly
They need to get fit and get a wartime CEO or their ngmi