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G is for Google

googleblog.blogspot.com

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Re: G is for Google

#392

Earlier quoted context omitted.

Fiber is the hint about what this really means. Capital intense businesses like ISPs or car companies are expensive to operate and the financials would drag down Google. In this model, the big shareholders get to dilute risks in these ventures, while retaining the ability to exponentially increase their personal wealth.

This reorganization makes no difference on the financials. The release explicitly stated the company is trading at the conglomerate level.

Right, this is about power. Specifically, it makes clear that Larry and Sergei are now in the capital allocation business. When you buy a share of Alphabet, you are buying shares in Larry and Sergei's opinion about what should be done with money. If you think they're much better at spending money than you are, this is a great opportunity. If you don't, it isn't.

Re: G is for Google

#393
post #35

From the abc.xyz source code: Sergey and I are seriously in the business of starting new things. Alphabet will also include our X lab, which incubates new efforts like Wing, our drone delivery effort http://www.hooli.xyz/" target="_blank" class="hidden-link">.

.xyz domains are selling at 90% discount, in case anyone is interested.

Yaa, $1 for a domain like hooli.xyz or Google, I mean Alphabet ( https://abc.xyz ). I'll try it out.

Just snapped up prefi.xyz, suffi.xyz, picka.xyz, icebo.xyz, equino.xyz, mailbo.xyz, postbo.xyz, rolode.xyz, soapbo.xyz, toolbo.xyz, lunchbo.xyz, letterbo.xyz, chatterbo.xyz for about $15 total for all of them.

I skipped on conve.xyz, laryn.xyz, proli.xyz, and surta.xyz, which were all open a few minutes ago.

Re: G is for Google

#394
post #223
post #35

From the abc.xyz source code: Sergey and I are seriously in the business of starting new things. Alphabet will also include our X lab, which incubates new efforts like Wing, our drone delivery effort http://www.hooli.xyz/" target="_blank" class="hidden-link">.

It seems to me that their domain name ( https://abc.xyz/ ), and maybe even the corporate name, was chosen to imitate Hooli XYZ.

Pardon my ignorance, but what's hooly.xyz? Google's innovation lab?

Re: G is for Google

#397

Earlier quoted context omitted.

This reorganization makes no difference on the financials. The release explicitly stated the company is trading at the conglomerate level.

Right, this is about power. Specifically, it makes clear that Larry and Sergei are now in the capital allocation business. When you buy a share of Alphabet, you are buying shares in Larry and Sergei's opinion about what should be done with money. If you think they're much better at spending money than you are, this is a great opportunity. If you don't, it isn't.

Well you're still mostly investing in the growth potential of Google's existing businesses. Don't forget that Alphabet still completely owns all the money-making businesses of Google.

Re: G is for Google

#398
post #213

Earlier quoted context omitted.

Will Alphabet buy Apple? (with the trillions it will make from Planetary Resources, which I assume will incorporate as well eventually). Apple even has a letter reserved for it - The A in Alphabet.

I thought the A might end up being Android? (though it doesnt seem as if Android has split off from Google yet)

[deleted]

Re: G is for Google

#399
post #64

Earlier quoted context omitted.

"so this doesn't ameliorate any of EU's concerns" The announcement seems deliberately vague. You're right in that it doesn't specifically address the EU concerns, but it creates a structure where that's easier to do.

I don't see how it does that.

Two main areas.

It prepares you, in terms of financial visibility, experience, etc, if the most painful of anti-trust remedies (breakup) ever happens. AT&T, for example, would have likely proposed different terms for their breakup if they had better visibility into how Western Electric would have performed on its own.

It provides more public financial visibility into some areas of concern, early. For example, it looks like Google fiber isn't staying with Google. Google fiber is probably a concern for at least US anti-trust regulators.

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