diogofranco

Yes but I'm saying that they will still own Wiz at the 10 year mark, so you can discount their valuation at the time from the 100B.

I don't think that 100B number is correct. It would be if Google had to give back the business (or it imploded) after 10 years

"Was the non profit a way to just avoid tax until the time came to start making money?"

You'd want to do it the other way around

Do you live in the EU? From where I stand I mostly got cookie banners, can't get to Google maps or flights from Google search, get AI launches 6 months after the rest of the world if at all etc.. Not yet feeling all the consumer benefits

> by creating an SEO industry that's 100% focused on optimizing for their ranking signals.

The SEO industry will optimize towards ranking on whatever search engine people are using

Buybacks "pumping the stock price" is a common misconception, but not actually true (unless the buyback is executed at prices lower than fair value).

There are less shares outstanding afterwards, but there is also less cash, so if executed at fair prices there is no reason for the stock price to move.

Just think through an example of a simple company which is a pot of $1000, and can get 10% returns on it. There are 100 shares, so if investors want 10% returns, shares should trade at 10$ (P/B = 1). If the company repurchases half the shares, there will be only 50 shares but the company only has 500$ now, making each share still worth 10$ for 10% hurdle rates.

Bard is the consumer product, Gemini the new model behind it

But delete/rename columns are not the only operations, nor the most common. Adding columns is the most common, and there only one of those options breaks

It made less than no money recently. You might be thinking of revenue.

I find the "you're not paying enough" argument a little strange. By definition, not every company can pay top of market and get the most skilled engineers.

If the average engineer doesn't have a certain skill, I think it's fair to say that it's hard to hire for it, because it will be for the average company.

There is no last percent, it can drop another 99% and then another...

Interesting additions! On using column aliases in predicates, what if my alias exists in the source as well, what takes precedence? I feel like this can become a bit confusing either way.

But revenue isn't really interesting, is it? Amazon won't pay the fine in lost revenue, it will pay it with profits.