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Google Earning Q1 2024 [pdf]

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Re: Google Earning Q1 2024 [pdf]

#241

Post by Moldoteck »

salesynerd wrote: post #188
animanoir wrote: post #116

Earlier quoted context omitted.

lol at people still using Google. Kagi is far superior.

Recently, I read on another HN thread that Kagi uses Google to build its index. If that's the case, the only way Kagi appears better than Google is that it doesn't show ads. Not sure, if my understanding is correct or not.

kagi allows you to downrank or even ban or boost certain websites so that when you serach, if there is a result from that website, it'll be downranked or boosted based on what you set up. It also automatically downranks websites that use shady ad trackers. They are slowly building their 'crawler' too but it's more nuanced regarding how they do this

Re: Google Earning Q1 2024 [pdf]

#242

Post by Moldoteck »

FredPret wrote: post #140

It's going to take a long time for alternatives to make inroads into Google. There are lots of marketing dollars looking for a home, and Google is going to be one of the better bets for some time to come. They may turn into a zombie but they won't die for a long, long time. For example, cable companies still exist and have a ton of paid ads on them. Fox makes $3-5B in sales per quarter: https://valustox.com/FOXA Sinc…

not just this - most android smartphones do have google search bar by default, in some it's not trivial to disable it and most ppl are using it. This alone is a huge moat. Add to this a huge nr of chromebooks that children use in schools (and after them too since the OS is familiar) - default search for these is google too. Default ff search engine - google, default iphone search engine - google. Every time someone buys an iphone, google gets one more user automatically. Some may switch, but absolute majority will still use default

Re: Google Earning Q1 2024 [pdf]

#243

Post by wslh »

w34t wrote: post #180
metadat wrote: post #151

Earlier quoted context omitted.

Yes, and this strategy is only good for one or two pumps, because the advertisers will eventually notice the lower engagement rate per dollar of spend and reduce their commitment accordingly. I'm curious what 2025 will look like for Elgoog. There are only so many desperate death throw spin tweaks available before the opportunities for indirection are exhausted.

But Google and Meta can easily manufacture views for whoever pays the most by showing those ads more. And then every other advertiser has compete with that price. I mean if 2 big movies are being released this weekend and one producer is willing to spend 5 million on ads then pressure on the other producer goes up to spend 6. Its not that simple or scientific to connect how the movies perform to the ads. Same with po…

As you said, The central point is where the attention goes, hence if you just prompt an LLM for a movie to watch now because it gives better answers the focus will be shifted against Google.

Re: Google Earning Q1 2024 [pdf]

#244

Post by kidintech »

saagarjha wrote: post #228
kidintech wrote: post #216

Earlier quoted context omitted.

Could you please expand on this? If a person got issued RSUs but they have not vested yet, wouldn't they be happy that the RSUs are going to be worth more by the time they get vested?

No, because they would be worth the amount less the dividends during the vesting period.

In a vacuum where precise numbers do not exist, maybe.

In this real scenario, if someone's goog shares were vesting at an earlier value - let's take a rough average at a glance of goog YTD to be $145, they will have lost on a year's worth of dividends at $0.2 per share. However, the current share price is $175.

So, through this maneuver, a person holding N goog shares will lose at most 3 quarters of dividends: N * 0.2$ * 3 = N * 0.6$

But they will have gained whatever the stock has appreciated, which at this moment in time works out to: N * (175-145)$ = N * 30$

What am I missing which would make the scenario above result in OP's claim of "dividends devalue issued unvested RSUs"?

EDIT: This also fails to take into account "Dividend Equivalents (DEs)", which are not factored above, and would yield extra income to the person that owns unvested shares.

Re: Google Earning Q1 2024 [pdf]

#245

Post by danpalmer »

klohto wrote: post #205
omoikane wrote: post #43

Earlier quoted context omitted.

Layoff is not the same as "fired". Please use the correct terminology in consideration for those who lost their jobs. Also, the termination dates for those who were laid off in January 2023 would be around April 2023 (the layoff news came earlier due to WARN act), so the employee count as of 2023-03-31 might not include those people. This means a difference of ~10000 can be accounted for by the 2023-01-20 round of la…

this isn’t a fucking HR email thread, fired means layoff in these lands

Have some respect. People lost their jobs. They weren't fired because they did something wrong, they were laid off because the company did something wrong.

Re: Google Earning Q1 2024 [pdf]

#246

Post by winternewt »

iaseiadit wrote: post #238
amrocha wrote: post #207

Earlier quoted context omitted.

In what world is “laid off” better than “fired”? Either way the company screwed you, doesn’t matter how they justify it

If you've been fired, it typically signals you had very bad performance or committed some fireable offense. If you were laid off, you were ostensibly just on the wrong team at the wrong time. It's not about how you view your last employer, it's about how your next potential employer will view you.

And HR will do their best to find an excuse to turn "layoff" into "fire" so the company won't need to pay unemployment

Re: Google Earning Q1 2024 [pdf]

#247

Post by EL_Loco »

harryp_peng wrote: post #162
EL_Loco wrote: post #74

Earlier quoted context omitted.

What do you use instead of Google Maps? I don't know enough about alternatives to choose one.

What's even the google hate? the company is great and provides value. Why go into the rabbit hole of worse products?

I don't hate on Google, but the user highlighted some feature on Google Maps that are not desirable, and clearly knows more about map apps than me, so why not ask him what he uses? Google provides great value, I agree, but sometimes there's better stuff out there.

Re: Google Earning Q1 2024 [pdf]

#248

Post by carlosjobim »

carlosjobim wrote: post #94
NtochkaNzvanova wrote: post #55

Earlier quoted context omitted.

On what metrics of search quality is Kagi "orders of magnitude" better than Google?

That is something that you can only decide for yourself.

- You should try this steak, it's delicious!

- You can't prove that! I'm not trying the steak until you have evidence that it's delicious!

The typical HN downvoter invited (once) to eat at a restaurant...

Re: Google Earning Q1 2024 [pdf]

#249

Post by xen0 »

gitfan86 wrote: post #232
hn_go_brrrrr wrote: post #224

Earlier quoted context omitted.

There's a meaningful difference between the two. You're fired for doing something wrong. You're laid off if the company wants to cut costs.

That is what corporate HR and Executives want you to think. Layoffs can make it look like the company is having problems so instead of doing that they will create vague KPIs so that employees will not meet them so they can be fired.

That doesn't scale.

AFAICT, Google didn't go to the effort of creating vague objectives for people to fail at. Instead they've blanket cut teams regardless of their success or performance.

Re: Google Earning Q1 2024 [pdf]

#250

Post by xen0 »

belter wrote: post #30
acchow wrote: post #26

Earlier quoted context omitted.

Closest comparison is the last quarter were they ended with 182,502

Correct. Edited my comment to clarify number of 190,711 was as of March 2023.

People layed off (about 10,000) in Jan 2023 were still on the books in March 2023. Termination didn't take effect until April.
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