Lawmakers Just Accidentally Made Alphabet Irresistibly Attractive

Aseity Research
923 Followers

Summary

  • Regulators have seemingly given Alphabet a green light for its AI evolution in search.
  • I predict that Google will be fully integrated with Alphabet's Gemini AI, increasing stickiness, session duration and revenue per user.
  • Further legal uncertainties are being priced into Alphabet's stock price, and these risks are manageable at worst, if not outright beneficial for shareholders.
Close up hand scrolling on a digital tablet at night

Alistair Berg

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL)(TSX:GOOG:CA) is at a critical turning point in the company's evolution. Once two standalone products, its Gemini AI model and Google search business are becoming increasingly intertwined. One recent legal precedent has seemingly given Alphabet the green

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