Sundar for the win. 🙌

@altcap 🙏

Chatgpt challenged Google BUT Sundar got Gemini / TPUs firing while accelerating the core growth rates at GCP & Search. Amazing execution. We were fortunate to be shareholders since late ‘24 & remain so today. Now people are questioning software - but if $CRM is able to accelerate its core biz w AI while building an AI moat - $CRM will also be hugely rewarded. 👊🚀 @sundarpichai

@sundarpichai @altcap Alphabet’s power moves always look subtle until they reshape entire markets.

@sundarpichai @altcap Since this video… clearly $CRM not winning!

@sundarpichai @altcap Tam advantage of the dislocation and buy $WDAY

@sundarpichai @altcap Big-time win! Google has come a long way since it was $132 at the time of that video towards the end of 2023. I respect @altcap a great deal and we have many of the same positions but no one can be right about all things at all times.

@sundarpichai @altcap Big CRM Ben off the top rope. Flying elbow in @altcap face LOL

@sundarpichai @altcap Marc your stock is done then? Why aren’t you buying if you think it’s cheap?

@sundarpichai @altcap Brad is a investor in OpenAI so it’s his job to shit on his competitors, subtle but that’s what he’s doing

@sundarpichai @altcap this video is from 2 years ago, just so people have context - probably obvious for many

@sundarpichai @altcap AI investors are blinded by the wafer scale ‘sand storm’, literally!

@sundarpichai @altcap @sundarpichai answered the call when everyone doubted…there is no competition for $GOOGL and will be the first 10 trillion market cap imo 🙏

Spot on, Marc! Google shares have risen almost 3x from the day this discussion happened. Most experts have a blind bias. Distribution is a huge advantage. Google has served AI along with classic search results rather elegantly. They commerce protocol lead will help the build search like advantage in AI and AI based commerce. You have seen nothing yet! A healthy Google means a healthy valley, well said, @altcap 😊 @Downtown’s assertions are always well thought through! cc @furrier @dvellante

@sundarpichai @altcap 6-7 competitors 😳

@sundarpichai @altcap 😂 touché

@sundarpichai @altcap If we’re being honest, Brad had a completely rational take. But Josh’s point on Google’s data and assets being a differentiator is the same concept that keeps Salesforce valuable today. Systems of context will prevail in the age of AI and Gemini is clearly leaning into that.

@sundarpichai @altcap @altcap says 90% software (saas) companies will not survive in long term due to AI, 10% like $snow $iot $databricks will be winners. He also said $Crm will never see 30x fcf

@sundarpichai @altcap What he missed is that AI didn’t replace search, it fundamentally altered the demand curve and increased demand in both traditional search and agentic search segments simultaneously. Google is and will continue to win big.

@sundarpichai @altcap $GOOGL is winning, but what about $CRM?

@sundarpichai @altcap Sometimes i feel that these analysis that these guys and analysts do is nothing but the garbage .

@sundarpichai @altcap

@sundarpichai @altcap Brad, if you want to sell your Google stocks I would be a buyer of it!

@sundarpichai @altcap Josh Brown who was pro Google in this clip also sold later in the year and came out big on the bear side on CNBC. Chamath P. Very bearish. So many were wrong! Now they all say they owned it and are happy and are Google bulls. Haha.

@sundarpichai @altcap So confident yet so wrong.

@sundarpichai @altcap There is a “prognosticator class” of investors that struck gold once or maybe twice and now think they have a crystal ball into the future, and woe is anyone that takes their prognostications as gospel.

@sundarpichai @altcap He’s an idiot

@sundarpichai @altcap gerstner point still holds in 2026

@sundarpichai @altcap Yeah man, it’s the same thing

@sundarpichai @altcap Josh is a fantastic 👏

@sundarpichai @altcap Was pretty obvious to me around the same time 🤷🏻

@sundarpichai @altcap

@sundarpichai @altcap Google needs to improve their ui and find a way to truly connect their suite of apps.

@sundarpichai @altcap What’s your thought on $MSFT?

@sundarpichai @altcap Very hard for a VC to do original thinking and launch AI mode