Google is the most mispriced mega-cap in the market right now.
Everyone’s focused on the AI race. Almost nobody has done the math on what’s sitting on Alphabet’s balance sheet. 🧵
@Evanish@peeplaja This isn’t surprising; it’s much easier to self serve a demo vs deal with the friction of talking to someone. Just seeing a button like that is enough friction for users to bounce.
Mayday page goes off
Peds Trauma
Run to the scene
In the trauma bay
You’re barely visible in the adult-sized gurney
Surrounded by a crew of laser-focused, life-saving professionals
Who can’t save you
Parkour is the perfect sandbox for the Atlas team to experiment with new behaviors. Through jumps, balance beams, and vaults, we push Atlas to its limits to discover the next generation of mobility, perception, and athletic intelligence. https://t.co/xZRNVnhrkc
The Indian government must immediately stop its escalating crackdown on protesters, farming leaders and journalists, amid ongoing nationwide demonstrations against three recently introduced farm laws. https://t.co/fZg5l0wxQf
@marshallschurtz @zachtratar@pitdesi@Apptopia Maybe - but I think they’ll have a tough time going head to head with gsuite/365 for SMBs. If I were them I’d try to hard pivot to ‘superhuman for the masses’. Have it cost $5-$10 and just make it a beautiful email flow/experience instead of an email service.
@jackrim1 @zachtratar @marshallschurtz @pitdesi@Apptopia Sure - but it’s a work around. What happens when you have to respond? The receiver get an email from a random ‘hey’ email lol
@zachtratar @marshallschurtz @pitdesi@Apptopia It’s not just a flow change - you actually had to change your email address. It’s useless unless you’re willing to do that - which I suspect most are not. They would have had a better chance had they gone the superhuman route.
So proud of everyone at @smashgg, huge congratulations to the entire team! It's been a crazy, challenging year, but so thrilled for this outcome. Really excited for the whole team continuing the mission with Microsoft! (1/3)