In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation.

We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just search and ads, and whether today’s price still leaves room for good returns.

You can also find us on:

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• Instagram ⁠@The Dutch Investors⁠

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.