$Alphabet(GOOG)$ I think there could be a lot of problems at Google that people may be unaware of.
1. Following interviews with concerned employees throughout the company, a portrait of a leaderless Google in total disarray, making it “impossible to ship good products at Google”
2. Revealing the complicated diversity architecture underpinning Gemini’s tool for generating art, which led to its disastrous results
Google knew their Gemini model’s DEI worldview compromised its performance ahead of launch.
3.No apparent sense of the existential challenge facing the company for the first time in its history, let alone a path to victory.
No company is invincible, nor is any company indispensable.
BTW at 172 intrinsic value there isn’t much room to run here, as well. Just sayin’ .
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