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GOOG News

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Offline
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    Adam Kay
    Global Moderator
    wrote last edited by
    #4

    GOOG shares are up circa 6% in PM to an ATH of $293 due to Berkshire Hathaway disclosing a 4-5B investment. Nice to see the stock make gains however it's not particularly rational is it. Berkshire buying the stock is not an exciting event which has much meaning. What do they know. They've ignored the stock for 20 years and now think it's cheap-maybe, but they hardly have a great tech driven record.

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      Adam Kay
      Global Moderator
      wrote last edited by Adam Kay
      #5

      I was reading about the Space X capital raise at a $800B valuation and they intend to take the company public some time next year at a 1-1.5T valuation based on starlink. Alphabet took a large stake in Space X 10 years ago acquiring somewhere between 7-7.5% equity for only $900M-a little known fact . Todays's valuation puts that at $56B and the IPO could push that to closer to 80-100B. We will see in February when they report just how much unrealised gain they book on the mark to market. Probably 25-30B gain!

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        Cappo
        wrote last edited by
        #6

        Some of these numbers are just mind-blowing!

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          Coopersale
          wrote last edited by
          #7

          Musk now talking about putting data centres in space! That would be a game changer.

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          • C Coopersale

            Musk now talking about putting data centres in space! That would be a game changer.

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            M Offline
            mikeiow
            wrote last edited by
            #8

            @Coopersale said in GOOG News:

            Musk now talking about putting data centres in space! That would be a game changer.

            He is obsessed with space.
            TBH, more DCs in Iceland would be good enough: low energy cost, simple cooling. Much easier to get the h/w built 💪

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              Adam Kay
              Global Moderator
              wrote last edited by
              #9

              It's mostly science fiction due to the costs today but it's good to push the boundaries of what is possible-after all, it's how we get there, you have to start somewhere. The next big thing will likely be deployment of humanoid robots at scale within the next 24 months and in terms of usable AI 'autonomous execution' where you set a task and it completes it without additional prompts.

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                Coopersale
                wrote last edited by
                #10

                Sorry meant to post this with my comment above.
                https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_Vw

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                • C Coopersale

                  Sorry meant to post this with my comment above.
                  https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_Vw

                  2 Offline
                  2 Offline
                  2BToo
                  wrote last edited by
                  #11

                  @Coopersale said in GOOG News:

                  Sorry meant to post this with my comment above.
                  https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_Vw

                  I can see the logic in that. It'll also end the moaning from the MMGW types as it won't release any gases on earth.

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                    Adam Kay
                    Global Moderator
                    wrote last edited by
                    #12

                    You have to hand it to Musk-he's a master marketer- it won't be long and he'll set up a real estate agency selling plots for sale on Mars-😊

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                      2BToo
                      wrote last edited by
                      #13

                      There's a reason why he's worth half a trillion quid, and that could be it.

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                        Ronski
                        wrote last edited by
                        #14

                        Just don't put any trust in his timelines, that 4 to 5 years is probably way off going by his usual standards.

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