We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- The search core
- YouTube’s scale and potential
- Google Cloud’s growth
- Hidden gems we’re excited about
Companies discussed: Alphabet (GOOG), Tesla (TSLA), Netflix (NFLX).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd
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