3 Comments

If enough analysts repeat the same thing, does that eventually make the future outcome a foregone conclusion? No, it’s just herd mentality that doesn’t lead to alpha. We’ve heard so many cliches about the death of Google since chatGPT came out. Giant orgs are always dysfunctional.

Co-pilot is a disaster too, it just doesn’t fit into the “Satya is a genius” narrative that all the analysts and pundits are currently all tripping over themselves to say.

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Not sure where to comment. I'm 73 and I grew up on Kauai. The story about Waimea breaks my heart. I rode with the paniolos. My step dad was a brand inspector (County Cowboy).

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Google has time to adjust if they take action. If not their slow malaise is inevitable

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