GOOGL被长期持有；尽管当前落后，AI能力的快速提升仍支持继续持有该头寸。

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence. Sundar himself announced Google's Gemini 4 prototype yesterday.

It also released performance measurement results showing its relative superiority compared to other leading artificial intelligence models.

But we also have Google with "Gemini". Google is a leader in the field of artificial intelligence. They have invested in this field for a long time, and by all accounts, Google deserves to be the leader.

They are the ones who have invested the most money in this field . They are the ones who have a complete work team. They have electronic chips. They have graphics processing units .

They have all the server capacity required. They even have the intelligence embodied in "DeepMind" . They had everything ready, but as is often the case , as a large and bloated organization, not as streamlined as a young startup, they were not flexible enough .

Google fell into the trap of bureaucratic inefficiency. They were unable to launch the products because their products are too large. They need to expand very significantly. There are many guarantees and bureaucratic red tape that must be overcome in order to launch their product.

They initially released "Bard" and then upgraded it to "Gemini," and have been pursuing "ChatGBT " ever since.

But Google did some things that surprised investors. First, Google showed that " ChatGBT" does not actually destroy Google's search business. They managed to protect that somehow.

Secondly, Gemini grew rapidly, and this demonstrates the strength of Google's distribution. "Gemini" is not just a phone app . It is installed on every Android device. It is used in every part of "Gmail" and " YouTube".

It's integrated into " Google Drive". It is integrated into every service such as " Maps" that people use billions of times a day. So Google was able to catch up at a pace that was not normally expected.

So, Google is in a position where it has all the right ingredients, but it has kept chasing after " ChatGBT". They were always a little late . In my previous episode, I said that Google is behind, but I will not sell its shares.

I own a lot of Google shares. It's my largest investment share. I have a $200,000 investment in it, and I will not sell a single share, specifically because I believe things could change quickly, even if Google is currently lagging behind.

It seemed as though things had changed rapidly again yesterday. Sundar posted yesterday on the X platform that he will be announcing the Gemini 4. It is codenamed "Argon" and is Google's next flagship model.

They also provided the performance benchmarks for Gemini 4. When a more comprehensive analysis is conducted of the areas where they actually excel and those where they don't, it turns out to be incredibly well-rounded.

In fact, I entered these benchmarks into ChatGPT and Muse to get their unbiased opinions as competitors, and both indicated that if these benchmarks are true, Gemini 4 will be the most fully integrated proxy technology in the world.

He is not the best at everything, but he is the best at many things and very good at everything. They say he has a pioneering track record in running complex processes through real-world software engineering, and in corporate knowledge work such as law, finance, and defense in cybersecurity.

You may laugh at these standards, but this is important. Many companies, users, and organizations decide which model to use based on its capabilities. Which one accomplishes the required task efficiently and in a reasonable time? Which one offers the best price?

Many people have questioned Google again. Even the website "SemiAnalyses" wrote an article. That was on August 6, when he said that Gemini was finished. In one part of that article, they said that Google's chance of ever having an entrepreneurial model again is 0%.

And here we are with the Gemini 4, and according to the standards, it is very likely to be the best or one of the best models, and it is certainly a competitor to other pioneering models.

Google is officially no longer behind. Google has caught up. They are on the same level as other entrepreneurial models. So, this is important in itself.

However, there is something else happening that makes me more optimistic about these two companies in particular, Google and Meta. I am fully invested in these two companies. I have a combined investment of $400,000 between Google and Meta.

This illustrates how important it is for me to be right about this matter. But I think Google and Meta are poised to be the biggest winners in the field of artificial intelligence, even more so than Anthropic and OpenAI.

Now, compare that to the situation with Google and Meta. Google and Meta services are free.

When Sander announced the "Gemini 4", he said its introductory price would be essentially half the price of a similar product from "Anthropic". 50% discount as an introductory offer.

Now, we don't know when this introductory discount will end , but it will attract a lot of developers in the meantime. If you get virtually identical performance at half the cost, that could save a lot of money for many people.

How can Google afford this? Well, as far as Google is concerned, they don't need to make a direct financial profit from Gemini . When investors look at Google, they notice that the company has many assets that indirectly benefit from its leadership in artificial intelligence.

Google views Gemini as just another part of the Google ecosystem. Google has cloud hosting services. They have an entire sector dedicated to the manufacture of electronic chips.

They have artificial intelligence and " DeepMind," then they have YouTube and Waymo, a search engine, business applications, Gmail, and the list goes on. Google has about nine different apps used by more than one billion people.

It is a sprawling and highly profitable company, and they have no pressure to make huge short-term profits from Gemini.

Google recognizes that "Gemini" is not the final product. It is not the means by which they need to make a profit . If Gemini helps YouTube grow by improving video recommendations, if it helps Gmail maintain its market share and advertise better, and if it helps other aspects of the business such as the search it has been integrated into, then Gemini will be like a waterfall that generates profits for all parts of the business.

This is exactly what Muse does for Meta. So, these two companies, Google and Meta, are not in a position to rush into making profits from their applications. Alternatively, they could seek to acquire a huge market share.

They can undermine the prices of Anthropic and OpenAI at every turn. And pricing is just one aspect of the reasons why I believe they will be winners.

Aside from the differences in the financial reality these companies face, there is another reason that leads me to believe that Google and Meta have a great opportunity to become the biggest AI companies and the biggest winners.

But overall, the most popular extension in the world for ChatGPT, and the most frequently used proxy use cases, are Gmail and Google Drive. This is what people use ChatGPT for.

Now, you might say that a lot of people trust ChatGPT, so they will associate it with Gmail and Google. However, there is no trust gap to bridge when using Gemini. You are literally using a Google product.

Google will likely still have a claim to enable it, but it will be much simpler. You will not have to enter credentials. You won't have to go through two-factor authentication to say, "Hey, does Gmail really have permission to access all this?"

This will mean that if the Gemini 4 is truly advanced, which it seems to be, you will find it much easier to integrate with all the apps you usually integrate, with Google Drive and Gmail being the two best .

So, the trust factor has already been resolved by Google .