Google is a safe tech investment; recent performance was strong despite high valuations.

Want Google's cloud revenue? It's there.

yet that said he just invested tens of billions of dollars in Alphabet and we know that it was Buffett now and not Abel who was calling that decision which is interesting and basically he's called Is negligence of tech companies a mistake?

And although I would say investing in Google was probably one of the safest bets on tech you can make. Prices are high, but boy, I mean, what a quarter we just saw from Google again.

And so anyways, I'm glad that we will be able to talk about that one in our winner episode because it's definitely more fun to revel in the successes and we bought that one pretty close to the bottom and it made it our biggest position by far and it's worked out well.

But looking at Adobe again, I mean, it's clearly not at the same quality caliber of Alphabet, of course, and yet it still is the market leader in its industry by a very wide margin.

And so we talked about the Alphabet comparison and I actually don't think it's a totally off comparison to make because just like how I thought Alphabet as the dominant player in search was best position to integrate AI into search and even though that wasn't a guarantor of success, it did give them a pretty competitive advantage.

And probably the problem is that Adobe feels more threatened by AI, at least I would argue, than Alphabet ever has. Again, last year we bought Google and there was certainly a lot of people who told us that stupid search will die and they have no clue what they're doing in terms of AI.

So it might just be the hind bias of me thinking that Google has not been threatened to at least the same extent as Adobe has.

I was expecting for it to be easier for me to wrap my head around the trade desk after already having gone deep on Alphabet and Roku,

But on the other hand, you can analyze a Google investment which was [clears throat] also done during peak negativity and it turned out different.