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The stock price of Alphabet never made any sense to me. Google has the best AI in the business, YouTube is an 800 pound gorilla with billions of monthly users,

The stock price of Alphabet never made any sense to me. Google has the best AI in the business, YouTube is an 800 pound gorilla with billions of monthly users, and their search and ad business literally print money out of thin air. It makes no sense for Apple to be worth $1 Trillion more when their business is on a much more shaky ground. Their entire chip business relies on TSMC and China dictates the manufacturing side of things.

keepquestioning 4y ago
> It makes no sense for Apple to be worth $1 Trillion more when their business is on a much more shaky ground. Apple is bankrolling TSMC R&D and their supply chain is a tightly run ship. The market is rewarding them for these moves.
mrkramer 4y ago
I'll take a wild guess: Google's servers' chips are also manufactured in Taiwan and China. Am I right or not?
- Bilal_io 4y ago
  That's not their bread and butter.
  - mrkramer 4y ago
    But their core business depends on their server infrastructure. No chips, no servers and therefore no ad money.
solardev 4y ago
Nobody really seems to know what Google is doing. Google itself can't seem to get its various teams to work together instead of against each other. It's like a broken government... gets a bunch of money and then wastes it all on random pork barrel projects with no real vision. Their successes are all acquisitions from past decades, spammed to death now with terrible advertising. Their new experiments are mostly dead or dying. Don't think they've really succeeded at anything after Gmail, Workspace, and Android... Meanwhile Apple singlehandedly invented (and continues to reinvent) the premium devices segment, and is about to capture the advertising market on their platforms because they were willing to play dirty (privacy lol). Apple does a few things well. Google does a hundred things mediocrely and then spams ads everywhere if they succeed.
gowld 4y ago
All of that can be true, but it's not obvious whether "best AI, search, and ads" and "biggest video site" is worth more or less than "best phones and tablets, great laptops, best earbuds".

keepquestioning 4y ago

> It makes no sense for Apple to be worth $1 Trillion more when their business is on a much more shaky ground. Apple is bankrolling TSMC R&D and their supply chain is a tightly run ship. The market is rewarding them for these moves.

mrkramer 4y ago

I'll take a wild guess: Google's servers' chips are also manufactured in Taiwan and China. Am I right or not?

Bilal_io 4y ago
That's not their bread and butter.
- mrkramer 4y ago
  But their core business depends on their server infrastructure. No chips, no servers and therefore no ad money.

solardev 4y ago

Nobody really seems to know what Google is doing. Google itself can't seem to get its various teams to work together instead of against each other. It's like a broken government... gets a bunch of money and then wastes it all on random pork barrel projects with no real vision. Their successes are all acquisitions from past decades, spammed to death now with terrible advertising. Their new experiments are mostly dead or dying. Don't think they've really succeeded at anything after Gmail, Workspace, and Android... Meanwhile Apple singlehandedly invented (and continues to reinvent) the premium devices segment, and is about to capture the advertising market on their platforms because they were willing to play dirty (privacy lol). Apple does a few things well. Google does a hundred things mediocrely and then spams ads everywhere if they succeed.

gowld 4y ago

All of that can be true, but it's not obvious whether "best AI, search, and ads" and "biggest video site" is worth more or less than "best phones and tablets, great laptops, best earbuds".