"Building a Position in Google and My Vague Qualitative View" Just now, I received a call about Google. I've completed my first batch of Google positions. Let me explain my reasons. Currently, many people recommend Tencent among the major internet companies. But I think Tencent's quality is inferior to Meta. After researching Google, I think Meta's quality is inferior to Google's. First, let's discuss why the market has recently become so averse to Google. Because in the agent market, Meta has already created Muse. Apple has its own hardware ecosystem. And in the B2B market, no one can shake MSFT. Google is in an awkward position. Its large-scale models are gradually falling behind, and it hasn't developed a successful C2C agent. I don't see it that way. I believe Google has enormous distribution potential in the C2C market. It is the king of C2C distribution. And Google's foundation in large-scale models far surpasses Meta's. As for Meta's Muse products, I think its moat isn't as wide as that of social networks. And what about Google Cloud? Needless to say, this is Google's existing ticket in the AI world. The other half is Gemini. Taking everything into account, let's take a gamble: Google, though late, will arrive in the consumer agent market, and may even surpass Google in some areas. This is a vague, qualitative view.