The cheapest trillion dollar company of all time

@skyeonpamba

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Why it worked

The video likely performed well due to its contrarian take on a major tech company (Google) and its discussion of AI and future technologies, which are highly engaging topics. The hook is intriguing, and the content provides a unique perspective on Google's valuation and future prospects, making it shareable.

Summary

The video argues that Google (Alphabet) is undervalued despite its dominance in AI, cloud computing, self-driving technology, and media distribution. It highlights Google's significant investments and progress in these areas, suggesting that its current market valuation as primarily an ad company doesn't reflect its broader technological ecosystem and future potential.

Structure

1Google's low P/E ratio compared to competitors
2Google's diverse investments in AI, cloud, and self-driving
3Google's dominance in media and distribution
4The contrast between Wall Street's perception and Google's underlying tech
5Google's long-term strategy and infrastructure ownership

Original caption

Google despite making 100 billion dollars last quarter, being at the forefront of AI, self driving cars, social media and more is being priced like all it does it ads and that’s the only upside. Google is competing and winning on all major fronts and it hasn’t been priced into its share price yet. #ainews #techtok #technews #ai #google

More from @skyeonpamba

Their other posts in the index, biggest breakout first.

Product placement

The video discusses Google (Alphabet) and its various subsidiaries like YouTube, DeepMind, Waymo, and Android, highlighting their technological advancements and market positions. The creator's bio link points to Pamba.app, an AI creator engine, suggesting a potential connection or promotion of their own product.

On-screen text

The cheapest trillion dollar company of all time GOOGLE WILL EAT OPENAI'S LUNCH. CHEAPEST TRILLION DOLLAR COMPANY IN THE WORLD. ALPHABET, THE COMPANY THAT OWNS YOUTUBE, GOOGLE, DEEPMIND, WAYMO, ANDROID, AND GOOGLE CLOUD IS TRADED AT A PRICE TO EARNINGS RATIO OF AROUND 28. THE S AND P 500 AVERAGE AND WAY LOWER MICROSOFT SITTING NEAR 36. BUT HERE'S THE THING. GOOGLE INVENTED LARGE LANGUAGE MODELS, DEEPMIND IS MAKING INSANE PROGRESS IN A.I. AND QUANTUM COMPUTING. WAYMO IS THE FARTHEST AHEAD IN AND YOUTUBE. IT'S STRAIGHT UP EATING TELEVISION'S LUNCH. SOCIAL, ENTERTAINMENT, AND DISTRIBUTION ALL RIGHT NOW. WALL STREET'S PRICING GOOGLE LIKE IT'S JUST AN AD COMPANY, BUT UNDER THE IT'S A COMPOUNDING SNOWBALL OF TRILLION A.I, CLOUD, QUANTUM ROBOTICS, AND MEDIA ALL ROLLED INTO ONE ECOSYSTEM. AND OTHERS ARE GROWING FAST, SEARCH, GOOGLE'S EMPIRE FUTURE PROOF BUSINESSES. I KNOW EVERYONE'S OBSESSED WITH OPENAI AND ANTHROPIC RIGHT NOW. THEY'RE SHINY, THEY'RE DROPPING NEW MODELS AND PRODUCTS EVERY MONTH. ACTUALLY HAPPENING BEHIND GOOGLE'S QUIETLY SETTING TheMSELVES UP TO DOMINATE. I'M NOT SAYING FLASHIEST A.I. TOOLS, TALKING WHO ACTUALLY WINS LONG TERM? UP OWNING THE INFRASTRUCTURE, DATA, AND THE DISTRIBUTION, I WOULDN'T BET

Transcript

Google will eat OpenAI's lunch. Google is the cheapest trillion dollar company in the world. Alphabet, the company that owns YouTube, Google, DeepMind, Waymo, Android, and Google Cloud is traded at a price to earnings ratio of around 28. That's lower than the S&P 500 average and way lower than Microsoft sitting near 36. But here's the thing. Google invented large language models, DeepMind is making insane progress in A.I. and quantum computing. Waymo is the farthest ahead in self-driving and YouTube. It's straight up eating television's lunch. Social, entertainment, and distribution all rolled into one ecosystem. Right now, Wall Street's pricing Google like it's just an ad company, but under the hood, it's a compounding snowball of trillion dollar investments in A.I., cloud, quantum robotics, and media all rolled into one ecosystem. And others are growing fast, but even without search, Google's empire is future-proof businesses. I know everyone's obsessed with OpenAI and Anthropic right now. They're shiny, they're dropping new models and products every month. But when you look at what's actually happening behind Google's quietly setting themselves up to dominate. I'm not saying they'll make the flashiest A.I. tools, but if we're talking who actually wins long term? Like who ends up owning the infrastructure, the data, and the distribution, I wouldn't bet against Google.