Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
Happy Tuesday.
We are going to switch from Netflix, which arguably has the simplest growth narrative involving getting more people to pay more for content, to Google, a company struggling to explain its growth narrative. Given the way the schedule turned out, we didn’t cover Alphabet’s 4Q24 earnings three months ago. Accordingly, it's been a while since we last talked about Alphabet in depth.
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