Author Topic: GOOGL - Google  (Read 438220 times)

Spekulatius

  • Hero Member
  • *****
  • Posts: 1875
Re: GOOGL - Google
« Reply #1890 on: April 28, 2018, 12:49:35 PM »
https://abc.xyz/investor/founders-letters/2017/index.html

Shareholder letter by Sergey Brin. Mostly about AI.

Strange shareholder letter, IMO. Non direct relation to GOOG business. I believe he should have at least try to address GOOG way on how  solve the privacy of data issues, if he does not discuss the business .
To be a realist, one has to believe in miracles.


Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10369
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
Re: GOOGL - Google
« Reply #1891 on: April 29, 2018, 05:14:02 PM »
https://abc.xyz/investor/founders-letters/2017/index.html

Shareholder letter by Sergey Brin. Mostly about AI.

Strange shareholder letter, IMO. Non direct relation to GOOG business. I believe he should have at least try to address GOOG way on how  solve the privacy of data issues, if he does not discuss the business .

In one way, it's cool that they're thinking so long term that the current stuff doesn't even make the cut of a letter. A lot of things can be addressed in conference calls (GFDR, etc). But I haven't had time yet to read the latest transcript, so I don't know how transparent they were about that. I do like a mix of high level and some more operational, in-the-trenches level stuff in letters, though, so that one left me a little bit on my appetite too.
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research

John Hjorth

  • Hero Member
  • *****
  • Posts: 2031
Re: GOOGL - Google
« Reply #1892 on: May 10, 2018, 08:33:50 AM »
Google Duplex Demo from Google IO 2018 [May 9th 2018].

I'm amazed - & spooked, it's almost bordering to freaking me the freak out.
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10369
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
Re: GOOGL - Google
« Reply #1893 on: May 10, 2018, 08:35:31 AM »
Google Duplex Demo from Google IO 2018 [May 9th 2018].

I'm amazed - & spooked, it's almost bordering to freaking me the freak out.

There will be downsides to this too:

https://news.ycombinator.com/item?id=17023226
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10369
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research

Jurgis

  • Hero Member
  • *****
  • Posts: 4072
    • Porfolio
"Before you can be rich, you must be poor." - Nef Anyo
--------------------------------------------------------------------
"American History X", "Milk", "The Insider", "Dirty Money"

LongTermView

  • Sr. Member
  • ****
  • Posts: 307
Re: GOOGL - Google
« Reply #1896 on: July 18, 2018, 06:23:36 AM »
https://money.cnn.com/2018/07/18/technology/google-eu-fine-android/index.html
Quote
The company was ordered by the European Commission on Wednesday to pay €4.34 billion ($5 billion) for unfairly pushing its apps on smartphone users and thwarting competitors.

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10369
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
Re: GOOGL - Google
« Reply #1897 on: July 20, 2018, 09:45:31 AM »
Ben Thompson on the EU's decision on Android and Google Play:

https://stratechery.com/2018/the-european-commission-versus-android/
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research

Gregmal

  • Hero Member
  • *****
  • Posts: 982
Re: GOOGL - Google
« Reply #1898 on: July 23, 2018, 01:13:36 PM »
Blowout.

Still going strong, 25% y/y rev growth. Sometimes investing is easy.

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10369
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
Re: GOOGL - Google
« Reply #1899 on: July 23, 2018, 01:17:28 PM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research