Google Right to Win in the AI Ecosystem
$Alphabet(GOOG)$
1) Infrastructure (Hardware): Google makes its own semiconductor chips.
2) The Brains (Foundation Models): Google’s Gemini model is consistently top-ranked in multiple benchmarks.
3) The Reach (Distribution and Development Platforms): Alphabet has unmatched reach to both consumers and businesses.
This chart summarizes it perfectly:
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That will be so sweet!