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How Do You Value Alphabet?

33 min • 5 februari 2025

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?


(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:

- Why cloud computing isn’t going anywhere.

- YouTube’s secret sauce.

- What Palantir really does.


Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.


Companies mentioned: GOOG, NFLX, PLTR


Host: Mary Long

Guests: David Meier, Ricky Mulvey, Jordan Harper

Engineer: Rick Engdahl

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