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Pressure Points: Google 3Q'25 Earnings
Bravo to Google for accelerating Search in the face of chatbots. Sounds like the momentum will continue.
P.S. My prediction: Waymo IPO in 2027.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Bravo to Google for accelerating Search in the face of chatbots. Sounds like the momentum will continue.
P.S. My prediction: Waymo IPO in 2027.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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