By Yahoo Finance Video
Publication Date: 2025-12-04 19:30:00
00:00 Speaker A
And as you mentioned, uh Gemini has been gaining some steam lately in terms of more people using it. and this is kind of scattered the AI trade to some extent, right? In in recent weeks, we’ve seen Alphabet shares certainly take off. How are you currently thinking about the sort of, you know, arms race within AI and who could win and whether that’s the way you should even be thinking about it from an investing perspective?
00:31 Speaker B
Yeah, no, I mean, for sure, when you think about just the history of consumer internet, flywheels, network effects, whatever word you want to use, typically you end up in a winner take most or if not winner take all type scenario. And so, you know, Google was our favorite idea starting out 2025. and I think, you know, we’ve been, we’ve been pleased and and fortunate to see that kind of coming together here recently, punctuated with the release of Gemini 3, uh, which is creating new capabilities, and then…
