Unpacking Alphabet: How Google & AI Shape the Future w/ Shawn O’Malley (TIVP05)
February 2 2025, 2:45am
Shawn O’Malley examines Alphabet, Google's parent company, covering its origins, revenue from free services, and the effects of AI and regulations on its business model.
Shawn outlines key insights about Alphabet's business and details his process for valuing each unit. You'll learn about the structure, revenue generation, and how he creates a “sum-of-the-parts valuation” for the company.
IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:04:07 - Which subsidiaries make up the Alphabet conglomerate 0:06:57 - What to make of Alphabet’s “Moonshot Bets” division 0:11:02 - Mind-blowing stats about just how large and influential Alphabet is 0:31:36 - How AI is changing search 0:32:32 - Why YouTube is arguably the most valuable streaming platform in the world 0:40:49 - Why regulatory concerns aren’t as much of a worry as you might think 0:48:42 - How to put together a sum-of-the-parts valuation for Alphabet 0:53:34 - In what ways Alphabet earn different forms of advertising revenue 1:03:53 - How to factor in Waymo and other speculative technologies into the company’s valuation
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▶️ RELATED EPISODES: - Ulta Beauty: Loyalty, Innovation, and Valuation Insights w/ Shawn O’Malley: https://youtu.be/6Sz9-PvQY8Q - Buying the Knicks & Rangers: $1 Dollar of Intrinsic Value for ¢50 w/ Shawn O’malley: https://youtu.be/C7StKB8053I - Valuing Coupang: The Leading E-commerce Platform of South Korea w/ Shawn O’malley: https://youtu.be/tjpWqVuNKBc - Martin Whitman: The Aggressive Conservative Investor w/ Shawn O'Malley: https://youtu.be/krb8oYAgHWg
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