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Oct 30, 2026 27 min

Google isn’t having a Kodak Moment

from 5. Terminology & Concepts – Wealthsteading Podcast

Episode 537 00:00 Introduction 02:03 Part 1 of AI-bubble series, driven by listener questions 04:58 Google is not having a Kodak moment 05:59 Kodak’s Kodak Moment 09:11 Swatch cannibalized and thrived 11:59 Intel invested in buybacks rather than fabs of the future 16:08 Google’s spending is existential, cannibalizing search to build AI 19:30 Google is winning: Cloud up ~100% yoy 21:38 I probably own less Google than you- beware S&P 500 concentration 25:23 DIP: Digitization Infrastructure and Parts Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

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Google isn’t having a Kodak Moment

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This episode was published on October 30, 2026.

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