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Pressure Points: Google Q4 Earnings
Gene talks Google's solid quarter, especially in Cloud. The fractional disappointment was commentary about Search growth in 2024. Deepwater owns GOOG and believes AI will be a meaningful longterm benefit to the company.
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
Gene talks Google's solid quarter, especially in Cloud. The fractional disappointment was commentary about Search growth in 2024. Deepwater owns GOOG and believes AI will be a meaningful longterm benefit to the company.
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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