Youtubeยท2025-11-24 16:15Core Insights - Alphabet has reached a new all-time high, with co-founder Larry Page becoming the world's second richest person, valued at approximately $257 billion [1] - Mark Benioff's recent praise for Alphabet's new AI model, Gemini, is seen as a significant endorsement, although his history of late involvement in major tech trends raises questions about the timing of his support [2][4] - The competitive dynamics between Benioff and Larry Ellison are highlighted, suggesting that Alphabet's success could negatively impact Oracle, especially given Oracle's connections to OpenAI [5] Company Developments - The shift towards Google and its AI capabilities has been ongoing for several months, coinciding with Alphabet's stock performance reaching new highs [5] - Benioff's previous ventures into AI branding and the metaverse have been criticized for their timing and effectiveness, indicating a pattern of following trends rather than leading them [3][4] - The enthusiasm for Gemini 3 is not limited to Benioff, as there is a broader positive sentiment within the Silicon Valley community regarding Alphabet's advancements in AI [6]