[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Rihard Jarc [@RihardJarc](/creator/twitter/RihardJarc) on x 51K followers Created: 2025-07-07 17:42:38 UTC The $GOOGL disruption risk appears to be well-priced right now. Even if you value $GOOGL Search at a $IBM legacy days type of tech of multiple of 13x P/E (meaning around $800B today), it's hard to see a world where OpenAI is moving towards a $500B valuation and soon $1T while $GOOGL's DeepMind is not fetching at least half of that value, given Gemini's high performing models and attractive compute economics with GCP's TPUs which make it a prime candidate for at least enterprise adoption if not a significant stake in the consumer LLM market. If that Search value then shifts towards X in the coming years, the value of both DeepSeek and Waymo moves up as both are beneficiaries of accelerated AI, which more than makes up for the value loss in Search. At this point, it seems more like a mental hurdle for investors, as they recalibrate to the fact that the Alphabet company is far more than just the Google Search bar that most of the world knows. For $GOOGL, prioritizing and leaning heavier on LLMs without worrying about the consequences to Search from that decision is the right strategy, and I wish $GOOGL would fully embrace it. The AI market leader or even second market follower will have a far bigger market to work with than the traditional Search market, despite its enormous size. XXXXXX engagements  **Related Topics** [$googls](/topic/$googls) [$1t](/topic/$1t) [$500b](/topic/$500b) [open ai](/topic/open-ai) [$800b](/topic/$800b) [$ibm](/topic/$ibm) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/RihardJarc/status/1942278097815953887)
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Rihard Jarc @RihardJarc on x 51K followers
Created: 2025-07-07 17:42:38 UTC
The $GOOGL disruption risk appears to be well-priced right now.
Even if you value $GOOGL Search at a $IBM legacy days type of tech of multiple of 13x P/E (meaning around $800B today), it's hard to see a world where OpenAI is moving towards a $500B valuation and soon $1T while $GOOGL's DeepMind is not fetching at least half of that value, given Gemini's high performing models and attractive compute economics with GCP's TPUs which make it a prime candidate for at least enterprise adoption if not a significant stake in the consumer LLM market.
If that Search value then shifts towards X in the coming years, the value of both DeepSeek and Waymo moves up as both are beneficiaries of accelerated AI, which more than makes up for the value loss in Search.
At this point, it seems more like a mental hurdle for investors, as they recalibrate to the fact that the Alphabet company is far more than just the Google Search bar that most of the world knows.
For $GOOGL, prioritizing and leaning heavier on LLMs without worrying about the consequences to Search from that decision is the right strategy, and I wish $GOOGL would fully embrace it. The AI market leader or even second market follower will have a far bigger market to work with than the traditional Search market, despite its enormous size.
XXXXXX engagements
Related Topics $googls $1t $500b open ai $800b $ibm $googl stocks communication services