The Cashflow Memo
Shownotes
In this episode, the Telltales team dives deep into the risks and uncertainties facing Google and its parent company Alphabet as AI technologies like ChatGPT threaten to disrupt its long-standing search business model. Jason shares his concerns that Google could become the next Kodak if it fails to adapt to the AI-powered future of search.
[00:08:17] Google's AI Search Dilemma (Page 1) Jason warns that Google's model of 10 blue links for search, which has been around for over 20 years, is vulnerable to disruption from large language models and AI-powered search interfaces being developed by Microsoft, OpenAI, and other well-funded startups. The key question is whether these new AI search technologies will upend Google's dominance.
[00:14:59] The Future of Search & AI (Page 1) The hosts discuss the potential for AI search to be too computationally expensive, which could help Google maintain its low-cost advantage. However, Jason notes that hardware and software improvements are rapidly bringing down the cost of running AI inferences. Mike suggests that an AI orchestration layer running on devices could efficiently outsource queries to the most capable resources.
[00:27:15] Healthcare Updates (Page 15) Jason shares updates on Lantheus' prostate cancer treatment data, which showed improvement but didn't outperform Novartis' Pluvicto. He also mentions Vertex's excitement about their pain program and the pending release of Biontech's melanoma study data.
[00:29:49] Next Week Preview: Mag7 Risks Hunt teases that they will continue analyzing the potential weaknesses of another one of the "Magnificent 7" companies in next week's episode, but keeps the specific company a secret for now.
GOOG 0.00%↑ MSFT 0.00%↑ NVDA 0.00%↑ LNTH 0.00%↑ VRTX 0.00%↑ BNTX 0.00%↑ AAPL 0.00%↑
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Alphabet's Achilles Heel: Is Google the Next Kodak? (e2438)