Alphabet/Google has increased its revenues year over year, and the stock price has increased since 2023, so maybe they haven't really missed anything. Perhaps A

Alphabet/Google has increased its revenues year over year, and the stock price has increased since 2023, so maybe they haven't really missed anything. Perhaps AI doesn't present any real opportunities beyond selling the shovels to startups that will go out of business when the bubble bursts. Microsoft seems to have positioned itself to do exactly that.