Google vs. Amazon…

For the moment, Google is underappreciated and Amazon is overappreciated. Google was slow to AI. Google had to bring Sergey Brin out of jet skiing and wind surfing and retirement to whip the troops into shape.But Google's really good now at all levels. It's really good at consumer AI. Search is growing for Google again.The TPUs are good. It's a good partner and it's the only one other than Nvidia making real money. So, I feel like Google is underappreciated and it has the application layer. It has all the a ...