Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: petal who wrote (77961)	8/24/2025 10:51:05 AM
From: Sean Collett	Read Replies (1) \| Respond to of 78500

RE: GOOG << I just have difficulty seeing how GOOG stock can be at an all time high, while its main product (Google.com) is so obviously threatened to its core by GPT.>> This also assumes Google has no counter product of it's own which they do in Gemini. If Google can continue to monetize it's own Gemini product then it has a path to move from what I call Search 1.0 into Search 2.0 (AI). I find both products to be meh and prefer to rely on my own brain for thinking, but they exist and I suppose I can't fight that they do. I am asked more and more to "find ways to implement AI into the company" where I work and I laugh. There isn't much real-world use case to eliminate functions and/or reduce process as most think. That stated, I like to feed GPT and Gemini things and see which product gives me something realistic and I find Gemini to be the better and often faster product. Less prompts and quicker output. I think the new GPT 5 is not much different than GPT 4 and this makes one think that perhaps the LLM world is finally seeing limits in how far it can truly improve? Anyway, I think GOOG has a path forward and the LLM space won't be monopolized by OpenAI and ChatGPT. GPT is also relying on so much external monies to thrive and a core of their existence is built on the partnership with MSFT. GOOG is thriving on its own. When or if these platforms can stand on their own and can be successfully monetized then I am sure GOOG will be able to do so. Coming soon to an LLM near you, "this prompt sponsored by Donepezi". Happy investing, Sean

To: petal who wrote (77961)	8/24/2025 11:53:29 AM
From: Elroy	Read Replies (1) \| Respond to of 78500

I think GOOG is so well integrated into everything happening on the internet and with internet useage that they will know how to position their products to be in the flow of funds related to the internet and it's use. They know more about what's going on on the internet than any other company, I would think. Give them some credit. If useage is moving in directions that don't fabor their main web site, they'll get into the flow of useage and get their fair share of the money that's passing hands.

To: petal who wrote (77961)	8/24/2025 12:28:31 PM
From: Paul Senior	1 Recommendation Recommended By petal Read Replies (2) \| Respond to of 78500

GOOG. I guess that's the major concern - Google search will diminish quite a bit, maybe even go away. As one thing declines, maybe another rises: Dec '24: YouTube Shorts surpasses 50 billion daily views. As I said before, I like owning the companies whose products and services I use. I've a few subscription services that wife and I have for info and entertainment. I also use youtube and really like it for info, education, instructional videos, entertainment. So many fascinating things: - currently I'm watching cop chases, car repros, stock maven interviews (Pabrai, et. al.), commodity mavin interviews (uranium/coal) music videos, exercise videos. I like that the ads are short -- sometimes 4 seconds, 10 seconds, sometimes 50 seconds. I just don't see how people wont find something they like or be captivated by on youtube. Also as I said, the predictive quality of my simple GOOG model has no confidence bands around it. I only post for fun, maybe discussion point. And that I'm surprised by it, in that it's helped keep me in the stock for many years. And that it alerted me I should have kept adding all along the road - which I unfortunately didn't do.