Reading up on Alphabet

Waymo's nationwide expansion of driverless taxis is stalled by political opposition from labor unions and safety concerns in major markets like New York, Illinois, and Washington D.C.

Alphabet's Google Search revenue accelerated to 19% growth as AI features drove increased user engagement, proving its built-in user base and capital spending advantage over OpenAI.

Google raises $80B in equity, including $10B from Berkshire Hathaway, to fund AI capex, signaling demand vastly exceeds expectations and capital is becoming a commodity.

Robotaxi services from Waymo and others are expanding across the U.S., but clashes with residents and police are increasing as the autonomous vehicles cause disruptions and traffic jams in cities like Atlanta.

Berkshire Hathaway disclosed a $2.6 billion Delta Air Lines stake and increased its Alphabet position, with several stocks rising on the news.

Palantir CEO Alex Karp derides AI outputs as 'slop,' but the company risks being replaced by AI models even as it benefits from AI adoption.

Vance alarmed Anthropic executives on a call about Mythos, an AI that can autonomously find software vulnerabilities, prompting a shift toward government oversight.

Over the past 10 years, 15 stocks created $27 trillion in shareholder wealth, led by tech companies with wide economic moats and strong growth.

Google CEO Sundar Pichai details the company's turnaround from being blindsided by ChatGPT to achieving AI leadership with Gemini 3, powered by massive infrastructure spending and internal reorganization.

Taara, a Google X spin-off, commercializes free-space optics with a solid-state optical phased array platform, aiming to create wireless laser urban data highways.

Waymo introduces a world model built on DeepMind's Genie 3 that generates photorealistic, controllable simulations with camera and lidar data for training its autonomous driving system.

Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.

Apple's durable hardware ecosystem makes it resilient to an AI market correction, unlike peers priced on AI optimism.

Google launched Gemini Enterprise for Customer Experience, offering retailers AI agents for shopping assistance, customer support, and food ordering.

Big-tech CEOs Pichai and Altman argue AI could soon handle executive roles, with Altman envisioning an AI-led OpenAI.

Sundar Pichai discusses Gemini 3, Vibe Coding, and Google's full-stack strategy in an interview with Logan Kilpatrick.