What did others get wrong about the alphabet search story?
Brian
Laura Martin
Google's execution has been best in class since ChatGPT launch, with Gemini 3 proving they've caught up and are leading
Laura Martin
Silicon Valley creating interlocking ecosystem like Japanese keiretsu where everyone's success pulls entire AI ecosystem together
Is this circular money or valid ecosystem building?
Brian
Laura Martin
AI spending is necessary binary outcome - you either win or lose, but not playing means losing
Who is losing market share if AI search tools gain adoption?
Brian
Laura Martin
Alphabet's Answers product generates more engagement, longer sessions, and 10% more searches with 20% more time on Google
Laura Martin
Alphabet owns everything - chips, consumer data, cloud - making them totally vertically integrated and a threat to NVIDIA-OpenAI ecosystem