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Investment Ideas: Difference between revisions
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== Alphabet == | == Alphabet == | ||
Main article: Alphabet | |||
See also: [[Alphabet: Sources]] | See also: [[Alphabet: Sources]] | ||
Alphabet is one of the worldwide strongest companies due to their unassailable position in search, yt, android as well as growth fields like cloud. | |||
The first time ever it is facing worrying competition though coming from ai. The danger we are seeing is that people could "discover" more e.g. on social media and have more questions answered e.g. by programs like chatgpt instead of people searching for those informations. | |||
Therefore the position of alphabet is not as solid anymore as it has been. | |||
We reduced our position by approx. 25% but are still holding onto it given our expectation that the overall online advertising market continues to grow for years to come and alphabet has substantial cost saving potentials. | |||
== Volkswagen == | == Volkswagen == | ||