Pressure Points: Google Q4 Earnings

from Pressure Points · host Deepwater Asset Management

Gene talks Google's solid quarter, especially in Cloud. The fractional disappointment was commentary about Search growth in 2024. Deepwater owns GOOG and believes AI will be a meaningful longterm benefit to the company. 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

Episode metadata supplied by the publisher feed · Published Jan 31, 2024

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Pressure Points: Google Q4 Earnings

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