wenbin

the market cap of the world's most valuable public corp has grown at ~24% annually over the past decade (Apple @ 2016 vs Nvidia @ 2026)

in 2016, who would've thought this kind of growth...

`ssh superlogical.jobs` gives me same vibe as telnet bbs when I was in college :)

Alphabet is the modern day berkshire hathaway.

Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B)

The track record of google’s M&A is pretty good.

Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.