$GOOGL · The Acquirers Podcast · 2026-11-05
说话者已大幅加仓 Google，认为这家超大规模计算公司非常有吸引力；他提到云计算业务增长 100%、营收增长 25%，并表示 Alphabet 在利用 AI 方面的基础强于一家同行。
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我认为，它们的盈利路径以及利用人工智能的基础，都不如 Amazon、Meta 和 Alphabet 这类全球公司那样扎实。
I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
我可以告诉你，我已经大幅加仓了大多数超大规模计算公司。Meta、Google、Amazon。我觉得这非常有吸引力。Google 的云计算业务增长了100%。他们的营收增加了，你想想看。
这简直难以置信。那家公司规模巨大。营收增长25%。
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive.
I mean, Google's cloud computing activity has grown by 100%. They've increased their revenue, think about it. This is unbelievable, man. That company is huge. Revenue growth of 25%.
Google 的云计算业务增长了100%。他们的营收增加了，你想想看。这简直难以置信。那家公司规模巨大。营收增长25%。
Google's cloud computing activity has grown by 100 %. They've increased their revenue, think about it. This is unbelievable, man. That company is huge . Revenue growth of 25%.