👀 After looking at Google's financial report, it feels like many people might be underestimating Google—
Quarterly net profit is 62.6 billion dollars, with about 36.9 billion dollars coming from equity investments in SpaceX, Anthropic, and others, already exceeding half of the profit.
For the past two years, the market has been mocking Google’s Gemini being outpaced by OpenAI, but take a look at its investment map:
In 2015, invested 1 billion dollars in SpaceX, hitting the mark on low-orbit satellites, Starlink, and future space infrastructure;
In 2023, invested 3 billion dollars in Anthropic, hitting the mark on Claude and the second peak of large models; based on Anthropic's current valuation expectations, this investment is considered a masterpiece in the history of venture capital.
Networks in the sky, data on the ground, AI for enterprises, global payments, connections for mobile and satellites, Google has almost touched everything in advance.
It feels like Google has suddenly awakened—
If I can't be first, I still want to be in a position to profit from selling shovels, selling cloud services, selling computing power, and selling traffic.
It’s a bit like that saying in "The Art of War": The skilled warrior stands on the ground of invincibility and does not lose the chance of the enemy's defeat!

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