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“It seems to me the one that's really winning here is Google's Gemini. And that means Google has managed to out Google Google, right? because Google was under great threat from open AI and other compan”
@The Master Investor Podcast
Google is neutralizing the AI threat to its core business by beautifully integrating Gemini, driving search revenue up 17% to $63.27 billion.
GOOGLLONG@ $359.51
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“Cybertruck. Like maybe he'll make it with the trucks, but you know, it's just like let's stop pretending that failures aren't failures... that's a terrible car. That's a like and that's the reason Tes”
@The Master Investor Podcast
Tesla is hiding the catastrophic failure of the Cybertruck, which saw sales plunge 48% this year, by attempting to merge its operations into SpaceX.
TSLASHORT@ $387.02
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“I'll tell you a company that gets it right a lot more than it does is Apple, you know, with the same group of people, right? ... they came out with a watch and the AirPods and the, you know, the itera”
@The Master Investor Podcast
Apple's elite management team consistently grinds out hardware hits like the watch and AirPods, driving a record $111.2B in revenue across product cycles.
AAPLLONG@ $312.47
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“My favorite person is Satu Nadella. I think he's he's one of my favorite executives because he says what he says and then he goes away. ... Then he goes away and runs his business.”
@The Master Investor Podcast
Satya Nadella ignores performative distractions to grind out operational execution, driving Microsoft's cloud revenue up 21% to $36.8 billion.
MSFTLONG@ $384.93
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