Jan. 10 at 6:23 AM
$GOOGL $GOOG
pre-2024 : Had vision, resources, talent, distribution. Lacked execution.
Post-2024: Have vision, resources, talent, distribution AND great execution.
You can see from the way every Business unit started executing post 2024 (Waymo getting licenses and approvals all around, moonshots getting spun off, Tie ups with big pharma increased, Gemini started shipping relentlessly) that leadership really passed down a decree of ruthless execution, and that shows right now.