111–120 of 344 posts
Alphabet is the modern day berkshire hathaway. Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B) The track record of google’s M&A is pretty good. Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.
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It is extremely funny that Epstein is clearly all “oh, fuck, not this guy, gotta make an excuse”, here.
I'm not seeing it. > “Will be in the BVI/St Bart’s area over the holidays. Is there a good time to visit?” Musk states on 13 December 2013. > “any day 1st - 8th . play it by ear if you want. always space for you,” Epstein replies. > Musk then sends several emails relaying his schedule, and the two settle on 2 January as a date for the visit. The email exchange ends with Epstein telling Musk that he would need to rema…
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With the serious lapses in governance being made by founders with these special shares, such as Musk and Zuckerberg, I wonder if the shares without these special rights will be substantially discounted. What rights do these other shareholders retain that would keep them valuable? Rights to compensation in the case of bankruptcy?
These have become some of the most valuable companies on Earth. The idea that there are lapses in governance in these companies is insane. Any shareholder is buying in fully aware of the governance structure. Many because of it! Shareholders’ rights are clearly enumerated.
From Claude via stockanalysis.com: META — institutions 67.51%, insiders 13.49%, float 2.19B of 2.54B shares outstanding. That leaves roughly 19% as retail/other.
SPCX — institutions 5.95%, insiders 46.47%, float only 638.65M of 13.17B shares. Residual is ~47.6%, but that is not retail.
Alphabet is the modern day berkshire hathaway. Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B) The track record of google’s M&A is pretty good. Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.
The companies you listed have great synergy with Google's core business. What's Google's play with SpaceX? Data centers in space?
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Excluding all the capex from AI this last quarter has been one of their best.
> Excluding But you don´t get to to that. Would be like "Excluding my business costs, my company profits are the same as my revenue".
You can, and for tax purposes you must. The bean counters hate that you can’t deduct capex.
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SpaceX is WAY more about space than Twitter. Twitter by itself is lucky to be worth $15B anymore. The space portion of SpaceX is easily worth 10x that. xAI is theoretically the hype machine that makes up the remainder of the value.
Where did you get $15 billion from?
Alphabet is the modern day berkshire hathaway. Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B) The track record of google’s M&A is pretty good. Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.
The companies you listed have great synergy with Google's core business. What's Google's play with SpaceX? Data centers in space?
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The number of companies that default to using Teams shows why MSFT isn't going anywhere.
I will be very concerned for MSFT if small companies start outperforming larger companies. That's when Microsoft's advantage disappears. If AI truly encourages smaller, flatter organizations. IMO large enterprise adoption is their moat.
Alphabet is the modern day berkshire hathaway. Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B) The track record of google’s M&A is pretty good. Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.
The companies you listed have great synergy with Google's core business. What's Google's play with SpaceX? Data centers in space?
Earlier quoted context omitted.
The companies you listed have great synergy with Google's core business. What's Google's play with SpaceX? Data centers in space?
Presumably Starlink for routing throughout space. Google does under-sea cables and domestic internet access too.