Innlegg

It feels like Google ($GOOG) is being overlooked in the AI conversation. Just a few months ago, Google was widely recognized for having one of the strongest frontier AI models, and it still hasn't unveiled its next flagship release. The next phase of AI isn't just about building better models—it's about integrating AI into the products people use every day. That's where Google has a unique advantage. From Search and Chrome to Gmail, Android, Workspace, and its broader ecosystem, Google has an unmatched distribution network to bring AI into billions of daily interactions. Even if open-source AI becomes dominant and the cost of intelligence keeps falling, Google's ecosystem and network effects could remain a significant competitive edge. For long-term investors, $GOOGL still looks like one of the strongest core holdings for gaining exposure to frontier AI. The AI story may only be getting started. #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise