Google's AI Future
November 24, 2025 - Zach discusses the significant mispricing of Google in the market, particularly in relation to its innovations like Waymo. He challenges the notion of market efficiency by highlighting how major advancements are often overlooked...
November 24, 202534m 29s
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Show Notes
November 24, 2025 - Zach discusses the significant mispricing of Google in the market, particularly in relation to its innovations like Waymo. He challenges the notion of market efficiency by highlighting how major advancements are often overlooked by analysts and media, suggesting a disconnect between actual value and market perception.