$GOOG leads Big Tech in 2025.
Source: Ayesha Tariq, CFA
Alphabet $GOOGL Waymo weekly rides now at 450k:
• Jul 2024 ➝ 50k • Oct 2024 ➝ 100k • Dec 2024 ➝ 150k • Feb 2025 ➝ 200k • May '25 ➝ 250k • Dec 2025 ➝ 450k The latest figure appears to have been leaked from an investor-letter cited (Tiger Global) by media.
This is why OpenAI is in a Code Red.
In the 2 weeks since the Gemini launch, ChatGPT unique daily active users (7-day average) are down -6%. Source: Deedy @deedydas
This is probably why the markets love Alphabet $GOOGL - at least for now.
Over the last 12 months, Alphabet generated $151.4B in operating cash flow, enough to: A) Spend $77.8B on capex B) Repay $19.8B of debt C) Buy back $59.5B of stock and pay $10B in dividends This is elite cash-machine territory. With much quality / over-indebtedness than with some of the other AI names Source: Gainify @gainify_io
It now looks as if the race between Microsoft and Google for the best AI strategy has been decided
Source: HolgerZ, Bloomberg
🚨 $GOOGL co-founders Larry Page and Sergey Brin are now the 2nd and 3rd richest people on the planet.
Yes, Google just leap-frogged nearly everyone. According to Bloomberg’s latest rankings, here’s the current Top 10 richest people in the world: 1️⃣ Elon Musk — $442B 2️⃣ Larry Page — $276B 3️⃣ Sergey Brin — $258B 4️⃣ Larry Ellison — $254B 5️⃣ Jeff Bezos — $251B 6️⃣ Mark Zuckerberg — $225B 7️⃣ Bernard Arnault — $196B 8️⃣ Steve Ballmer — $166B 9️⃣ Michael Dell — $155B 🔟 Jensen Huang — $155B The Google founders jumping to #2 and #3 is a reminder of one thing: AI isn’t just reshaping technology, it’s reshaping the leaderboard of global wealth in real time. Source: Evan
Alphabet Google's forward PE looks like a meme stock. Nearly doubled off the low. 👇
Source: Matt Cerminaro @mattcerminaro
A great post and chart by @AndreasSteno on X: It's not an AI scare. It's an OpenAI scare.
The "Google bets" basket (Alphabet, Broadcom and Celestica) just hit a new ATH while the "Open AI" basket (Nvidia, Softbank & Microsoft) has been hut hard since the end of October. Source: Steno Research, Macrobond, Bloomberg
