haberdasher

Maps, Waymo, TPUs, YouTube, Docs, GMail, Cloud, Android, Chrome, Photos...

Claude Code

`I am really struggling to see what's the investment thesis behind Google valuation increasing 2x in response to AI`

Google is basically Nvdia (TPUs), Tesla (Waymo Self-Driving), Hyperscaler, Netflix (YouTube) and a massive VC (Anthropic, Databricks, SpaceX, etc.) all rolled into one.

Their valuation isn't really a 2x'ing so much as a reversion from halving.

"cybercrime is cringe"

"If AdSense became sentient, it would upload itself into a self-driving car and go drive off a cliff."

"the guy at the store said i was the only one who could pull it off"

You're 2 weeks late.

Same