| ▲ | apparent 6 days ago |
| Do you think Google stock is up because of this announcement? It's not like they generate most of their revenue from Pixel phones, or Android overall. |
|
| ▲ | blitzar 6 days ago | parent | next [-] |
| Yes, a move in the global share of mobile phones a few percentage points from apple ecosystem to google ecosystem is even more important now Ai is the denominator in every valuation. |
| |
| ▲ | booleanbetrayal 6 days ago | parent [-] | | This in a nutshell. I think the long and the short of it (place your bets) is that it could be perceived that Apple has lost its foothold on this ever-important (tm) share of the AI marketplace, whereas Google is happily integrating Gemini into all of its services, in a way that is actually functional / useful, with the most obvious entry point being its own Pixel hardware. They just dodged a regulatory bullet, partly due to AI competitiveness, but maybe they're not going to be on the whipping end of that sea change, after all ... | | |
| ▲ | blitzar 5 days ago | parent [-] | | One small disagreement - the most obvious entry point is one of the 3.5 billion android devices in the world (against apples 1.5b) The relatively small changes in share price (~ -2% vs +2%) is likely just some optionality coming out of the respective company valuations for the small probability apple announced something big like Ai that works or a $400 phone for the mythical people who don't live in silicon valley and make 7 fig salaries. |
|
|
|
| ▲ | booleanbetrayal 6 days ago | parent | prev [-] |
| I think people trade on announcements like this, regardless of the full financial picture. |
