What Alphabet Wants
…and it’s not getting from Wiz.
(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.
Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.
Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Matt Frankel
Engineers: Dan Boyd, Tim Sparks
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A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
Reusable atomic knowledge units extracted from the episode.
A comprehensive extraction focused on health practices, protocols, claims, and safety caveats.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
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