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How Do You Value Alphabet?
33 minutes Posted Feb 5, 2025 at 9:30 pm.
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:- Why cloud computing isn’t going anywhere.- YouTube’s secret sauce.- What Palantir really does.Then,
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Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:- Why cloud computing isn’t going anywhere.- YouTube’s secret sauce.- What Palantir really does.Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.Companies mentioned: GOOG, NFLX, PLTRHost: Mary LongGuests: David Meier, Ricky Mulvey, Jordan HarperEngineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices