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See also: Investment Ideas: Previous | [[Alphabet: Sources]] | [[Alphabet:Position Changes]] | [https://discord.com/channels/978370501237932092/980165000285007902 Alphabet: Discord] | [https://docs.google.com/spreadsheets/d/1LW-eTnCNNbzEpsZEBrjQBcWBbNvqSvKK7VcEMuUEjqM/edit#gid=1785226552 Alphabet:Sheet] | [[Alphabet:Questions]] | |||
== Investment Position == | |||
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 products e.g. on social media and have more questions answered e.g. by generative ai programs like chatgpt instead of people searching for those informations like they would have in the past. | |||
Therefore the position of alphabet is not as solid anymore as it has been and has been closed. For more see [[Alphabet:Position Changes]] and [https://discord.com/channels/978370501237932092/980165000285007902/1073235943823245433 Discord]. | |||
== Management and Culture == | == Management and Culture == |