Alphabet
The parent of Google, YouTube, Google Cloud, Gemini and Waymo.
Public · NASDAQ:GOOGL- Sector
- Internet
- Based in
- Mountain View, United States
- Founded
- 2015
- Invested
- Mar 2023
Alphabet owns Google, whose products include Search, YouTube, Android, Chrome, Gmail and Maps, most of them funded by advertising. Google Cloud sells computing and AI services to businesses, and Google DeepMind builds the Gemini AI models along with Google's own TPU chips.
Alphabet's "other bets" include Waymo, which runs driverless robotaxi services in several US cities, and Verily, a life sciences company.
Google was founded in 1998 by Larry Page and Sergey Brin and went public in 2004. Alphabet was created in 2015 as a holding company above it. Sundar Pichai is CEO of both.
As of 29 Sep 2026
Why I own it
Alphabet has everything needed to win in AI: its own TPU chips, one of the largest clouds, Gemini, DeepMind, and billions of users across Search, YouTube, Android and Chrome.
It also owns Waymo, a leader in driverless taxis. Autonomy is one of the technologies I think will define the century, and Alphabet gives me exposure to it inside a business that already makes enormous profits.
Then · Mar 2023
Since I invested
- Held for
- 3 years, 7 months
- Status
- Active
- Share price, past year
- +45%
- In the notebook
- 1 note
Thesis check since 29 Sep 2026
3 developments support it, 0 challenge it
- SupportsWe’re releasing EmbeddingGemma 2, our first natively multimodal open model engineered for on-device embeddings.
- SupportsToday we’re introducing Gemini 4 Argon.
- SupportsGemini 3.8 Flash TTS turns voice generation into your full creative studio.
Checked against the thesis by Jev, an AI model. Can be wrong.
My predictions
All predictionsFrom the notebook
All notesBig & small
Amplified's eye-tracking now powers rivals' YouTube attention scores
Adelaide, a US attention-measurement platform, just licensed real human eye-tracking data from Amplified to rate ads on Facebook, Instagram and YouTube, inventory it previously could only model. Amplified, built in Adelaide, South Australia, has always sold measured attention rather than predicted attention. The result: a small Australian startup now supplies the data behind how a bigger rival scores ads running on Alphabet's YouTube.
Since this note:Alphabet +0.5%(S&P 500 −0.1%)
AmplifiedWritten by AI from share prices, the companies' posts and the news. Can be wrong; not financial advice.
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Last week, we launched our first test satellite carrying four TPUs into orbit — putting us one step closer to getting answers.
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3527279 - Alphabet@Google · 7 OctWe’re releasing EmbeddingGemma 2, our first natively multimodal open model engineered for on-device embeddings.
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This upgraded version outperforms our previous models across the board, with notable leaps in visual design, mask-based editing, and subject consistency to help you create more natural-looking images.
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