Alphabet Inc (GOOG)
Everyone is navigating AI security in real time — even Google
I recently had the opportunity to sit down with Francis de Souza, COO of Google Cloud, backstage at an event in Los Angeles. Amid the din around us, de Souza, who speaks in the calm, measured manner of a university professor, offered useful advice for companies navigating the AI security moment we're all living through, noting that “there'll be a transition period, and then I think we get to this better place.
Xreal, Google's smartglasses partner, thinks it has finally mastered this notoriously tricky industry
The smart glasses industry has long been a tortured dream of Silicon Valley. The premise is appealing enough: What if, to enjoy the benefits of mobile computing, people didn't have to stare at their phones all day long and could, instead, simply wear a lightweight computing device on their face?
Google CEO Sundar Pichai says booing graduates will shape AI's future — and live with its consequences
Sundar Pichai is scheduled to speak at Stanford University's commencement next month. Students have booed several execs this year for talking about AI in their speeches.
Google 'disregard' right now if you want to see where AI overviews fall short
Google Overview is responding to single-word searches like a chatbot. Instead of providing definitions for words, AI Overview is treating search terms as commands.
Alphabet and NVIDIA: The Biggest Mag 7 Winners This Earnings Season
NVIDIA and Alphabet delivered some of the biggest highlights from the Mag 7 group in the Q1 earnings cycle, with Google Cloud sales showing bullish acceleration while NVIDIA's Data Center results again broke records.
Waymo Suspends Service in Six Cities After Cars Drove Into Flooded Roads
The temporary shutdowns came after videos emerged showing two Waymo cars stopped on swamped streets in Atlanta on Wednesday.
You can no longer Google the word ‘disregard'
Earlier this week, Google rolled out a completely new Search experience, foregrounding AI summaries and kicking the traditional “ten blue links” far down the page. But the sheer scale of Google Search means there are lots of edge cases that the company doesn't seem to have considered.
The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle
The data center buildout doesn't seem like it's about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble (if there really is one) will get harder to do.
We tried Google's AI glasses and they're almost there
At Google's I/O developer conference this week, we had the opportunity for a brief hands-on with its upcoming AI-powered glasses — not the audio-only glasses that Google said will begin shipping this fall but rather the glasses that offer a combined audio and visual experience.
This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It's Suddenly a Top Performer
Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter.
How To Own SpaceX Through Alphabet Shares: The Pre-IPO Strategy
Direct SpaceX ownership remains difficult for retail investors. Current publicly traded vehicles like DestinyTech100 that hold private shares of the company often carry irrational premiums to net asset value (150%+). Alphabet share ownership offers a liquid, institutional-grade pre-IPO path into an estimated 5-6% SpaceX stake without the speculative premiums found in private secondary markets. Beyond SpaceX, Alphabet's balance sheet holds a diverse set of portfolio companies, including a majority stake in Waymo, among other assets.
Alphabet's Growing Overlap With NVIDIA Is Getting Hard to Ignore
There's a bit of overlap between the world's largest and second-largest companies, and it's becoming a bit more striking over time.
