How Do You Value Alphabet?
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
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Show Notes
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
- Why cloud computing isn’t going anywhere.
- YouTube’s secret sauce.
- What Palantir really does.
Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.
Companies mentioned: GOOG, NFLX, PLTR
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jordan Harper
Engineer: Rick Engdahl
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