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Top 25 Google Articles on Substack

Latest Google Articles



Last Chance: 2024 News & Editorial SEO Summit

Our annual event dedicated to SEO for publishing and media kicks off in a few days time. Grab your full access ticket today!
We’re only a few short days away from the 2024 edition of the News and Editorial SEO Summit. Our annual online virtual event dedicated to SEO for publishing takes place on 29 and 30 October, and brings together the best and brightest minds to share their insights.
Barry Adams ∙ 4 LIKES


Just Google It

An in-depth stock analysis on Alphabet, its growth aspects, valuation, moat, AI strategy and the rise of Google's ubiquitous role in society.
Hello investors 👋,
Jacob B ∙ 15 LIKES
Greg
Excellent write-up and analysis. I really enjoyed this!
Roberto Gonzalez
Great analysis! I was recently reading about the Rockefeller's Oil Empire break up and how this leaded to the born of mostly all of the biggest oil companies that we know today. Those individually companies are valued at a very much higher price than the Standard Oil Company was. I agree with you, while I believe that a break up it's unlikely as of right now, it would probably still be a good thing to shareholders.

Google Victory Lap

A Technical Overview
My newsletter is dedicated to uncovering hidden opportunities through in-depth chart analysis, dark pools, and option flows. On the premium side of my Substack, I share my unique approach to trading, focusing on historical price action and identifying sustainable trends. There, my premium subscribers are able to see my best charts and trade set ups.
lextrading

The Google for Work

Who is Glean in AI? The Enterprise AI Search market is more complicated than you think. Can productivity be improved in Enterprise level companies?
Hey Everyone,
Michael Spencer ∙ 44 LIKES

The Rage of Google

The DOJ put forward a proposal to take apart the search giant's market power. What happens when antitrust stops being polite, and starts getting real?
“Where we think it really harms our ability to innovate on behalf of our users, we are going to be vigorous in defending ourselves.” - Google CEO Sundar Pichai
Matt Stoller ∙ 312 LIKES
Ed Nuhfer
Subscription to Matt Stoller's BIG is a far better return on the dollar than a subscription to the New York Times. The idea that government should be able to regulate corporations rather than corporations BEING the government is genuine culture shock to the current ruling class.
QuestionOfBalance
Thanks. There shouldn't be billionaires as they're typically libertarian with narcissist personality disorder.
Thought Cuban was an exception until I read this:
"Mark Cuban, a Google consultant who says he speaks with the Harris campaign every day, said he’d fire Lina Khan if he were President"

Peekablog
Oct 15

Will Google become Yahoo?

Re-allocating my portfolio out of Google
I worked at Google for several years, on key projects like Google Pay. In that time, I racked up a healthy stack of restricted stock units, or RSUs given to employees.
Sherry Jiang
David Harper, CFA, FRM
This year Google introduced its first-ever dividend (I have a position in GOOG) which is interesting. One the one hand, to Sherry's point, some investors consider this a signal and transition from growth to value. When they announced the dividend earlier this year, I noticed some SA writers refer to classical theory that new dividends suggest a company has fewer re-investment possibilities and must be maturing, especially in combination with share buybacks (I myself don't necessarily agree with this in GOOG's case but it's a not uncommon view). On the other hand, the mere introduction of any dividend creates new demand because many funds/ETF require some dividends; I view this as increasing the quality of the stock (I'd love to know how many funds add GOOG this year due to its new dividend, and what sort of dividend "bid" support is thusly created).
Against the 10*10 criteria, I'd have to agree on trimming almost entirely based on size alone: Google is a $2.0 trillion market cap company with >$70 BB in revenues, with all the attached regulatory scrutiny. It's not my idea of a 10-bagger today, but it's low-risk and high quality.
Kahani Teller
Over a 5 year period, Google stock returned 166% returns compared to SPY at 93%. I feel your analysis is misleading and knowing that people respect your opinion, you might want to add the right caveats so people can make a better informed decision.

More Google-Related Election Shenanigans

Shameful Bias in NotebookLM
Google could claim that it is, in fact, an arm or subsidiary of the Democratic Party. No one can forget how in 2016, after Trump's election, Google founder Sergey Brin sobbed in a company meeting, lamenting Hillary’s defeat and kind of promising that it would never happen again.
John C Dvorak

Video scraping using Google Gemini

Plus new OpenAI Audio APIs, and ChatGPT will happily write you a thinly disguised horoscope
In this newsletter:
Simon Willison ∙ 15 LIKES
Alex Benke
Simon, great use case using video. One other way to read your email that I recently found effective is to make a google app script. This can auth with your Gmail, read it based on a filter, and then you can call an AI api of choice. I’m currently using it to read all of my email newsletters, summarize with o1-preview on a daily trigger and send me a note. I wrote the script with ChatGPT since I haven’t used appscript before.


Who Says Another Google is Coming?

Why has AI hype been so overwhelming? I’ve argued that, at the bottom of this strange moment, there’s a broad desire to be freed from the mundane. AI sounds like something that might relieve us from the burden of living in boring reality, and that’s an attractive notion even for people living generally contended lives. The AI utopia and AI doomer scenar…
Freddie deBoer ∙ 165 LIKES
Nick Fabry
Freddie, I just had an image of you, with reading glasses perched on the edge of your nose, hands folded, leaning intently over an old, wooden desk, looking seriously at your readers, and telling them to stop fucking around and invest in indexed mutual funds.
Thanks for the writing, as always.
Randolph Carter
This is gonna sound crank-y but Freddie has backed into a classic Austrian Economics truth - easy money causes a huge amount of speculative activity. Because credit is so cheap, people invest in terrible, shitty ideas like a national chain of stores where you can eat cereal in your pjs like a six foot tall toddler, or bespoke ice cream made just for you in an incredibly expensive brick and mortar setting.
And since it's been so easy to get credit, everyone tries to create something with exponential growth/immediate scale and debt finance their way there, because it's cheap to borrow and if you make infinite money in the future it's basically free to borrow.
It's called "malinvestment" and I think it's the root of a lot of the sense that nothing matters and the economy is fake - from the bottom end of the labor pool to the upper middle, people are hustling like crazy to give some bank/funder a moonshot with no real potential for individual advancement. We want everything to grow like cancer and enthusiastically throw armies of 20 year olds into entry level shitty jobs in pursuit of getting the cancer to metastisize faster.

Crop to Cup

Google AI talks about coffee
"When my children were younger, when they asked me for advice, my answer was always the same: ‘Follow your heart.’ If they were to ask me now, I would reply: ‘Follow your heart, but take coffee with you!’” - Jonathan Kingsman
Commodity Conversations ∙ 2 LIKES

EU Leaders Change Their Tune on Immigration

But also — Moldova, Inflation, Google, Water
Hello! Today is October 22, 2024, and here is your EU news summary for the week. Feel free to share this newsletter with friends and colleagues, and follow us on Twitter and LinkedIn.
3 LIKES

Try Perplexity for Search🔥

A new AI-powered Google alternative
Perplexity is this year’s best new search tool. It uses AI to answer your questions based on online sources. You get concise, relevant summaries with specific citations. These source links allow you to verify information and dig deeper. Read on for examples, limitations, and alternatives.
Jeremy Caplan ∙ 51 LIKES
Jenny Michaels
I signed up to be a paid subscriber (I've been thinking about it for a while, but the perplexity offer pushed me over the edge). I can't see how to get access to Perplexity. Am I missing something?
Salvador Lorca 📚 ⭕️
Hi, can I translate part of this article into Spanish with links to you and a descripción of your newsletter?


Thinking aloud about Google remedies

Or the Justice Department screws up a good thing
I have just read the very minimal Justice Department court submission on Google remedies. It suggests that plaintiffs might propose all sorts of remedies to offset Google’s market power. However the submission includes very little actual remedy - just a range of possible remedies.
John Hempton ∙ 34 LIKES
Malcolm Maiden
this is market power primarily delivered by user demand, not control of supply. We are generally on it because we like it, not because we are trapped.
Bob Grayson
Most of the lawyers in the government trying to go after Google are really going after one thing. A lucrative position in Google's legal department after this fails and they leave government.




Google Earnings Drive Advertising Stocks Higher After Hours

Alphabet and Snap delivered results that drove their shares and the shares of other companies in the advertising industry higher after hours. Tomorrow bellwether Caterpillar reports before the open, …
SPYSTSignals ∙ 5 LIKES
Albert Stern
Day one on the vix signal was a dud. One more day to see the upward move
Alex
I wouldnt find it boring that market is going one direction...UP..but most of the tech stock i own is just going sideways for past 2 weeks despite constant green. so its been pretty boring for tech stocks for sure. Wondering which area is driving the market up as of late.
Are those artwork images AI generated?


Google: The Rule of Law Is Just Adorable

Google is still refusing to admit it lost two antitrust cases. The latest is that the search giant won't hand over key documents about its generative AI strategy. Will judges enforce the rule of law?
Even though it lost an antitrust case to the government on its dominance in search, Google is refusing to turn over information to the Department of Justice Antitrust Division involving generative artificial intelligence, court documents filed yesterday revealed. In August, Judge Amit Mehta
Matt Stoller ∙ 99 LIKES
Matt330
Somehow I’m guessing if I gave a judge the middle finger in the same way things would not turn out well for me.
Drew
If Google gets away with this flagrant refusal to follow the law it'll epitomize how tiered the justice system has become. For individuals and companies with normal means and budgets the law acts one way and for high net worth individuals and wealthy / oligarchic companies the law acts another way.
Is there any chance that the officers at Google could be held in contempt of court? ie. Could the CEO of Google or the Chief Legal Officer be personally fined or be placed in jail?

Everything you need to know about Google AdMob

Deepdive with good stuff!
Hello and welcome to part 2 in this 5-part series on getting started with mobile ad revenue. Since you’ve graduated from the 101 class, we’re now going to dive into more practical advice on how to read, optimize, and set ad revenue data in Admob mediation. After Admob, I’ll also do deep dives into Unity LevelPlay and Applovin MAX. Let’s dive into it!
Matej Lancaric ∙ 5 LIKES
Gino Magnotta
Great write up that @Felix.
One other overlooked variable that I have noted that can impact things a lot is the setting of the ‘Google Optimised pricing - High, Med, All, or Off’, within each ad unit, as this seems to dictate how ‘far down’ all the open bidders compete in the waterfall. A high setting means they compete a bit more strongly for higher value impressions, but won’t compete at all below a certain level, impacting match/fill. Not sure if there is any other experience around this!
Yougal Chettri
Hey @Matej and @Felix
What would you say is an ideal number Line items (as this could impact fill rate and render rate? Varying between a Mediation group with daily revenue of $5k and for one with $500.
Separately how was you experience using segmentation/ custom values in Admob compared to other mediation platforms?