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Alphabet

Alphabet

other
Last discussed Oct 30, 2026

Parent company of Google and other subsidiaries, providing technology services and digital infrastructure.

What creators say

JC
Jason Calacanis
mentioned

"The other businesses that they're now only 50% dependent on this business, and that will continue. So, for me, I just literally bought some shares. So, I'm long. I just bought more shares on Google while doing the show."

More from Jason Calacanis →
BA
Bill Ackman
mentioned
Praised: Higher certainty than Netflix at the time of purchase vs: Purchased after selling Netflix; chosen for higher certainty profile

"We took the money, we bought Google — Alphabet — because for us it's not that we don't need to make it back the same way we lost the money. We can always take a tax loss and redeploy it in something which is higher certainty."

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Praised: Strong cloud growth, doubled backlog vs: Compared to other Mag7 companies

"Cloud backlog nearly doubled to 462 billion. Now it sees Alphabet's entire 2025 revenue. Do you agree Alphabet was the runaway winner from this mega earnings season?"

More from 20VC with Harry Stebbings →
+1 more mention from 20VC

"To have at least as much infrastructure locally as there is within the Alphabet Holdings pool over the next 4 years."

About this data

  • ✓48,000+ mentions extracted from real podcast transcripts
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  • ✓Sponsored mentions are always labeled
  • ✓Critical takes are shown, never filtered out
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