I don’t know when I wrote this “thesis” but it was probably 4-5 years ago and long enough ago that Google Cloud Platform didn’t even come into my radar, and I didn’t focus on YouTube, Waymo, or things like capital returns.
An old thesis on Alphabet
An old thesis on Alphabet
An old thesis on Alphabet
I don’t know when I wrote this “thesis” but it was probably 4-5 years ago and long enough ago that Google Cloud Platform didn’t even come into my radar, and I didn’t focus on YouTube, Waymo, or things like capital returns.