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TechCheck

Google Challengers 1/29/24

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.566 Ratings

🗓️ 29 January 2024

⏱️ 12 minutes

🧾️ Download transcript

Summary

Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative.

Transcript

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0:00.0

Big Tech earnings this week. We're going to tackle Alphabet, the big focus for 2024.

0:05.3

Can Google prove itself as an AI leader or is its Golden Goose advertising at risk of disruption?

0:11.8

Today, looking for the next great alternative.

0:14.0

It's Monday January 29th. Welcome to the Tech Check podcast. I'm Deirdrebosa with Mark

0:20.0

Gilbert. Hey Mark.

0:21.0

Hello, Dee, what's going on? How are you? This week, as you said, five out of the Mag seven

0:27.0

report earnings. And today we're just doing alphabet, but it's a big week for us.

0:31.6

Alphabet earnings are tomorrow after the after the bell and really

0:34.6

our big question today the big focus Google's dominance in search and is that

0:40.0

under pressure as new you know AI-powered search startups begin cropping up what is at stake for

0:47.2

for Google for Sundropshai for Alphabet and D is Google in trouble here.

0:56.2

You know I always roll my eyes a little bit because we've been hearing this for like the past 18 months right since chat gbt exploded onto

1:01.0

the scene what's going to happen with Google,

1:03.1

when really it's helped develop

1:05.2

like the foundational technology.

1:06.6

But, I mean, it is this existential question, right?

1:10.5

It's not going to happen today, it's not going to happen tomorrow. It's been the

1:13.2

dominant search engine, but someone disrupted Ask G's once upon a time, AltaVesta,

1:17.6

Yahoo finance, that was Google. And you know, the threat to search that

1:22.4

generative AI poses is probably like the most likely or credible

1:27.3

threat in years that we've seen to Google and it kind of has been hanging over its earnings

1:32.3

quarter after quarter since chat

...

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