Google Strategy Teardown: Google Is Turning Itself Into An A...

Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation

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We just dropped a 12 page AI report on how ~500 execs at US enterprises use generative AI. I read it all so you don't have to. Top 8 takeaways: Anthropic is the #1 model provider in the enterprise, with 40% of ~$37B spend, with OpenAI dropping to #2. 1/8... See more

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Google "We Have No Moat, and Neither Does OpenAI"

Dylan Patel semianalysis.com

Coatue October 2025 State of the Markets Update 60 Pages on Public Markets every investor should read Get the Full Deck below ⬇️ 1) AI continues to drive markets higher while... 2) In addition, new names are winning the AI Race 3)... See more

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