Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Google Earning Q1 2024 [pdf]

abc.xyz

Post reply on HN
Print view View original

261–270 of 273 posts

Re: Google Earning Q1 2024 [pdf]

#261

Post by CamperBob2 »

vineyardmike wrote: post #189
CamperBob2 wrote: post #142

Earlier quoted context omitted.

Yes, it's a great use case for using local AI agents to shop for the best deal on the consumer's behalf. Or did you mean Google's AI agent, or hotels.com, or somebody else with a built-in conflict of interest? Well, in that case, no thanks.

Will local AI agents be the "linux desktop" of the next generation? Because as I understand it, next year is gunna be the year that local AI agents become a thing for the normies.

For the average desktop user, Linux never had anything to offer over Windows. The last nail in the coffin was obvious to me at the time: Linux didn't make any headway when Microsoft started shoving the first ridiculously-bad versions of Windows 10 down everybody's throat by abusing a security update channel. At that point it became clear that there was simply no demand for Linux in the desktop market except at a niche hobbyist level. Stockholm Syndrome was in full effect among Windows users, and it still is, and, well, I guess that's just the way it goes.

The enshittification of the Internet is even worse, though. I think personalized search and content curation through the use of local AI agents may be the only way to buck that trend.

I want something that will do for companies like Google, Amazon, and the news media what SpamBayes did for email: make it useful again. Local filtering by a tireless and incorruptible proxy whose interests are aligned with my own is the only way forward IMHO. The only question is how long it will take. My rather-useless guess is more than a year, less than ten years.

Re: Google Earning Q1 2024 [pdf]

#262

Post by thehappypm »

mehulashah wrote: post #219

The dividend is interesting. Why not spend that to further grow new businesses for Google? Is it signaling that they're not unfairly using strength in one market to take over another?

It helps add stability to the value of the stock, in simple terms. I think it’s good for a company like Google. A bad demo can crash the price 20%. That makes the dividend yield go up, which makes the stock more attractive. Plus, if you hold for years and years and years you get actual income.

Re: Google Earning Q1 2024 [pdf]

#264

Post by darkwizard42 »

sharadov wrote: post #100
darkwizard42 wrote: post #37

Earlier quoted context omitted.

I think this is the same thing I feel when I read Meta's earnings. I continue to see growth in usage of their core properties but I don't think my entire circle touches Facebook or even Instagram nearly as much. Whatsapp certainly isn't driving those ad dollars so it truly is remarkable how disconnected my demographic (loosely using my here) is from the overall world usage.

You have no idea of Whatsapp's marketshare in India - all small businesses use Whatsapp for all communication and even take payments. That's a 1.4B population.

I have a great idea of Whatsapp's marketshare globally. I am simply pointing out the ad revenue of Whatsapp is extremely low compared to their other properties. There is simply not enough surface area in Whatsapp used for that and their business profiles etc. are not going to be outearning US users of FB/Instagram.

Re: Google Earning Q1 2024 [pdf]

#265

Post by formercoder »

kidintech wrote: post #244
saagarjha wrote: post #228

Earlier quoted context omitted.

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.…

Corporate finance theory says that when a dividend is issued, the price of the stock goes down by an equivalent amount.

Re: Google Earning Q1 2024 [pdf]

#266

Post by jldugger »

1024core wrote: post #156
jldugger wrote: post #134

Earlier quoted context omitted.

Sure, but why do both and why now?

por que no los dos....?

My expectation is that whatever logic held up last quarter held up this quarter. It's possible the optimal allocation is some of both, but what's the tradeoff that would drive that instead of one being mathematically superior to the other?

Re: Google Earning Q1 2024 [pdf]

#267

Post by creativeSlumber »

bobbylarrybobby wrote: post #159
wskinner wrote: post #147

Earlier quoted context omitted.

If you as a shareholder receive a dividend of X% of the share price, you owe tax on it. But if the company buys back stock and as a result the share price increases by X%, you do not owe tax on that unrealized gain until you choose to sell your stock. That’s good for investors.

Also, dividends are taxed as ordinary income whereas stock buybacks lead to capital gains, which almost always have a lower tax rate.

but there is no guarantee of a stock buyback increasing the stock price by x%, correct?

Re: Google Earning Q1 2024 [pdf]

#268

Post by klohto »

danpalmer wrote: post #245
klohto wrote: post #205

Earlier quoted context omitted.

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.

im also being “laid off” buddy :)

Re: Google Earning Q1 2024 [pdf]

#269

Post by bdjsiqoocwk »

darth_avocado wrote: post #8

> Alphabet’s Board of Directors today authorized the company to repurchase up to an additional $70.0 billion of its Class A and Class C shares in a manner deemed in the best interest of the company and its stockholders The most important item on the report

Do they mention what price?

Re: Google Earning Q1 2024 [pdf]

#270

Post by grobgambit »

smgit wrote: post #141
Jensson wrote: post #60

Earlier quoted context omitted.

HN is a bubble where people listen to what you say even if you argue against them, I haven't found any such place anywhere else before. I've found some people who listen even to people they disagree with on some niche forums, but never a community as big as this with density this high. Other than listening and arguing in relatively good faith I don't think HN is a bubble, although such people probably have pretty dif…

But isn't that the definition of a bubble - a group that doesn't behave the same as gen pop?

I would say this is the definition of a sub culture.

A bubble in this context has the connotation of ignorance of what is outside the bubble.

Post reply on HN