EPISODE · Feb 4, 2025 · 8 MIN
Pressure Points: Google 4Q'24 Earnings
from Pressure Points · host Deepwater Asset Management
I think the initial Google reaction is an overreaction. Google Cloud was not as bad as it first appeared, Search still needs an overhaul, and the company needs to deliver on its promise of exciting upcoming products. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Google 4Q'24 Earnings
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