POPA ReconThe winner of the AI war is Google.source
The winner of the AI war is Google.source 1. Alex Sacerdote's claim - Alex is CEO of renowned tech-heavy hedge fund Weilock Capital - His conclusion is simple: the best way to play AI is Google - Google is the only publicly traded company with Gemini, TPU, Search, YouTube, Gmail, Sheets - Shares Still Very Cheap, AI Accelerates Sales 2. The AI winner is a company with a stack - The AI stack consists of power → chip → cloud → foundation model → app - The initial result is chips and infrastructure rather than apps - Subsequently, the model layer is narrowing to an oligopoly structure centered…
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