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@levelsio
This was mostly the case without Sergey Brin at the lead with AI
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Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
72% Engaged
53% Positive
19% Negative
Positive
53%
Negative
19%
Neutral
28%
Critical Perspectives
Community concerns and opposing viewpoints
1
Sergey vs Sundar — A loud portion of replies credits Sergey Brin’s return as the turning point and openly criticizes Sundar Pichai’s leadership, with a few defenders pushing back
Accusations range from poor execution to outright hostility toward Sundar’s stewardship.
2
Trust, politics and regulation — Many accuse Google of censorship, propaganda and gerrymandering public opinion, and several predict political pressure or regulation could “crush” the company
That distrust fuels calls for alternatives and skepticism about Google’s motives.
3
Who wins the AI race
— Opinions split between OpenAI as the favorite, hope for Anthropic, and bets on Meta or Tesla; some suggest concrete moves (phone, app store) as ways OpenAI could challenge Google. Enthusiasm for ChatGPT and fears about Google losing ground are common.
4
Investing and timing — Several replies warn against stock-picking, endorse passive strategies like the S&P 500, and accuse buyers of FOMO or buying at the top
Others recommend reallocating into riskier, high-upside small caps or different tech plays.
5
Product criticism — Users complain Google launches things that aren’t fully integrated and call it “killed by Google”; Gemini and related tooling are labeled immature or limited (e
g. , video generation concerns), undermining confidence in Google’s AI products.
6
Tone and noise — The thread mixes sharp insults, memes and snark with practical advice; off-topic quips (lamps, dollars, GME) and short rebuttals punctuate substantive points, making the conversation simultaneously hostile and entertaining
Tone and noise — The thread mixes sharp insults, memes and snark with practical advice; off-topic quips (lamps, dollars, GME) and short rebuttals punctuate substantive points, making the conversation simultaneously hostile and entertaining.
L
@levelsio
Indian nationalism is so wild and irrational
20
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895
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@ErdalToprak
They do a lot of stuff but never integrated fully in their ecosystem, then nobody uses it then it ends in the google graveyard https://t.co/AtG0Uh3wLD
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Supporting Voices
Community members who agree with this perspective
1
A loud chorus of bullishness
many replies celebrate the Gemini 3 Pro leap and say they've been buying GOOG, praising its distribution, ad/business engines, YouTube data, Maps and Android as an unassailable full‑stack moat.
2
Technical advantage and hardware edge
commenters point to Google’s custom TPUs, consumer hardware integrations and massive image/video datasets as the reason it can win multimodality and keep costs down compared with rivals relying on NVIDIA.
3
Product momentum and leadership comeback
users credit Sergey’s return and faster shipping cadence for Google’s turnaround, describing the company as suddenly focused and shipping like a startup again.
4
Enterprise and monetization upside
several people note Gemini’s enterprise access, deeper search/YouTube indexing, and creative ad targeting opportunities (e.g., better YouTube ads) as durable revenue levers.
5
xAI, Tesla and chip interest
a chunk of replies want to invest in xAI or ask whether Elon’s teams will build their own silicon, while others speculate about future mergers or collaborations between xAI, Tesla and SpaceX.
6
Image/video as the real battleground
multiple replies argue that visual and world models (images → 3D/video) are the next frontier and that Google’s dataset integrations give it a meaningful head start.
7
Contrarian praise and caution
many admit they were skeptics who are now buyers, but a few flag issues like half‑built products and committee‑driven design—small warnings amid the optimism.
8
Calls to action and envy
plenty of readers applaud the conviction of those putting money behind their words, saying they’re adding to positions or shifting from other big winners to double down on Google.
E
@elonmusk
Hardware is the end game
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136
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@ChrisJBakke
Smart - I acquired a similar position earlier in the year. Google + xAI are both severely undervalued when it comes to their distribution, full-stack capital allocation, and pace vs. some of the other cos.
90
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@levelsio
Yes please @elonmusk let me invest in xAI
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