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GOOGLBULLISHSubstantive discussion · 3/5

Google's resilience shows power of cash flow do-overs

The case was made that Google's survival and resurgence after the ChatGPT/Bard crisis demonstrated the power of massive cash flow, which provides an 'endless amount of do-overs' to iterate and succeed in new technologies like AI.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE