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Alphabet Becomes the Most Valuable Public Company in the World

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Re: Alphabet Becomes the Most Valuable Public Company in the World

#191

Post by taoeffect »

jad wrote: post #158
percentcer wrote: post #145

It's interesting to that it took this long, just considering the utility of each company. If Apple disappeared tomorrow I'd be moderately inconvenienced, I'd have to pick up an Android handset instead of my iPhone and maybe set up some new podcast feeds. If Google disappeared the world would screech to a halt.

How's that? To search the web, I'd go to DuckDuckGo or Bing or whatever. Other companies also provide web mail, maps, office document solutions, etc. Google's definitely better at those things, but using a worse version of those products would not cause the world to "screech to a halt." Probably the most disruptive thing if Apple vanished would actually be every tech company suddenly needing to figure out how to use…

Seriously, I don't need anything Google related. Not search, not devices, not email, not even analytics (thank you Piwik)!

But if Apple disappeared I'd be screwed.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#192

Post by CptMouse »

newman314 wrote: post #69

People were losing their minds over the fact that iPhone shipments slightly declined. If you look at the year over year growth (excluding the massive bump for iPhone 6), it would show that AAPL is still ahead of the growth curve. See https://imgur.com/vO0kPEy * Apple's quarterly revenue: $75.9bil * Apple's quarterly profit: $18.4bil * Google's quarterly revenue: $21.3bil * Google's quarterly profit: $6.8bil In sheer…

Sorry for off-topic, but what the heck happened to Imgur? It used to be a great simple way of uploading photos, now it seems the product people managed to fuck it up thoroughly. I browse Random Mode daily, and sometimes the front page, so I get the social aspect, still there is such an insane amount of cruft there.

https://i.imgur.com/T98DOZ5.png

Re: Alphabet Becomes the Most Valuable Public Company in the World

#193

Post by minwcnt5 »

pessimizer wrote: post #174
shimon wrote: post #110

Earlier quoted context omitted.

Google's flagship product is a box that you can type words into, and get relevant texts/references/facts in response. It seems like a textbook example of AI.

Is grep AI?

No. Obviously.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#194

Post by jhuckestein »

jad wrote: post #158
percentcer wrote: post #145

It's interesting to that it took this long, just considering the utility of each company. If Apple disappeared tomorrow I'd be moderately inconvenienced, I'd have to pick up an Android handset instead of my iPhone and maybe set up some new podcast feeds. If Google disappeared the world would screech to a halt.

How's that? To search the web, I'd go to DuckDuckGo or Bing or whatever. Other companies also provide web mail, maps, office document solutions, etc. Google's definitely better at those things, but using a worse version of those products would not cause the world to "screech to a halt." Probably the most disruptive thing if Apple vanished would actually be every tech company suddenly needing to figure out how to use…

DuckDuckGo uses Google search results

Re: Alphabet Becomes the Most Valuable Public Company in the World

#195

Post by bradshaw1965 »

cryptoz wrote: post #35

The comparisons between Google and Apple aren't as apples-to-apples as everyone in the media seems to think. If we're talking about the future of these companies, and their earning power, they are situating themselves very differently. Apple is really a consumer electronics company, Google is an artificial intelligence company. And investors think more money will be in the future of AI instead of consumer hardware an…

Both companies will struggle for the kind of revenue growth Wall Street is looking for. Ad sales account for 99% of Google revenue, with speculative ventures generating less then $500 million. It's all about finding products and services that people are willing to part with cash.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#196

Post by dragonwriter »

marincounty wrote: post #166
percentcer wrote: post #145

It's interesting to that it took this long, just considering the utility of each company. If Apple disappeared tomorrow I'd be moderately inconvenienced, I'd have to pick up an Android handset instead of my iPhone and maybe set up some new podcast feeds. If Google disappeared the world would screech to a halt.

If Goggle dissapeared, and it might through anti-monopoly laws, I would just move on to another search engine. What am I missing? I don't know all the ins and outs of Google.

> If Goggle dissapeared, and it might through anti-monopoly laws

Google might (unlikely, but remotely possible) get split up by antitrust action, but it won't disappear through it, the same way AT&T didn't.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#197

Post by zepto »

percentcer wrote: post #145

It's interesting to that it took this long, just considering the utility of each company. If Apple disappeared tomorrow I'd be moderately inconvenienced, I'd have to pick up an Android handset instead of my iPhone and maybe set up some new podcast feeds. If Google disappeared the world would screech to a halt.

If this is true, expect them to lose some antitrust cases soon.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#198

Post by bradshaw1965 »

Steko wrote: post #133
cryptoz wrote: post #35

The comparisons between Google and Apple aren't as apples-to-apples as everyone in the media seems to think. If we're talking about the future of these companies, and their earning power, they are situating themselves very differently. Apple is really a consumer electronics company, Google is an artificial intelligence company. And investors think more money will be in the future of AI instead of consumer hardware an…

> investors think more money will be in the future of AI instead of consumer hardware and software No, first you are mistaking a bet on a single company for a bet on an industry. The obvious counterexamples being that there are no shortage of wannabe AI companies valued orders of magnitude lower than Apple, that doesn't mean wall street thinks devices beat ai as an industry gold mine. Google is valued highly today be…

... Google is valued highly today because they print money today. They print money because of search and advertising. They are really good at this and that's why their market cap exceed's Apple's today. ... That would be correct if they were value companies throwing off discounted cash flow but both Google and Apple are priced as growth companies. The market believes Apple has peaked in growth and that Google has a bit more potential. It's not clear why exactly from the earnings report of the holding company. Revenue for Google is 99% ad sales so it's not clear exactly where that bottom line revenue is going to come from. All revenue from the rest of the holding company was less then $500 million.

Re: Alphabet Becomes the Most Valuable Public Company in the World

#200

Post by Dr_tldr »

hollerith wrote: post #177
percentcer wrote: post #145

It's interesting to that it took this long, just considering the utility of each company. If Apple disappeared tomorrow I'd be moderately inconvenienced, I'd have to pick up an Android handset instead of my iPhone and maybe set up some new podcast feeds. If Google disappeared the world would screech to a halt.

By the same reasoning, the most valuable companies should be the dominant suppliers of food, water, electricity and maybe gasoline and basic internet connectivity.

You mean like ExxonMobil, Comcast, and Monsanto?

Wait, what was your point?

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