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Alphabet's diversification into nuclear, gas with CCS, and batteries signals a new industrial paradigm.
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Eight original Transformer authors have left; rivals are scaling faster. What is Alphabet's countermove?
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Structural margin compression from 3-year refresh cycles challenges cloud providers' ability to sustain growth.
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How chips, models, data, and distribution create a vertically integrated moat—and vulnerability.
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An exodus of top researchers to Anthropic and costly SpaceX leases threaten Alphabet's vertical integration strategy in AI.
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Weighing the strength of Alphabet's ATM strategy against digital services taxes and equity rotation risks.
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Alphabet must own energy and land to win the AI race, mirroring industrial-era control of resources.
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How Google’s custom chips, cloud platform, and AI-native advertising create a formidable moat in the digital age.
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The 'Big Short' investor claims tech giants understate depreciation by $176B; Alphabet faces earnings headwinds.
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The trilemma of advancing AI, preserving ad revenue, and managing regulatory friction puts Alphabet at a crossroads.
