买入 Alphabet 股票是获取 AI 敞口的首选策略，因其持有 Anthropic 和 SpaceX 的股份。
逐段跳播
这说得通，就像支付公司抽取一小部分分成一样，这也是我更愿意与 Meta 甚至 Google 打交道的另一个原因；首先，因为他们提供好的产品，有时比 Anthropic 或 OpenAI 更好，其次，因为他们的核心业务非常赚钱，这大概就是他们能够在价格上竞争的原因。
他们的分发触达全球超过 30 亿用户。我认为这是他们那边的一点小恩惠。
It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.
They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.
Alphabet 有“Gemini”。Gemini 之所以出色，仅仅是因为它存在，而且它已经被整合进他们许多不同的产品中。但“Gemini”的第四个版本仍在幕后等待轮到自己。
You have "Gemini" at Alphabet. Gemini excels simply because it exists, and it has been incorporated into many of their different products. But the fourth installment of "Gemini" is still waiting its turn behind the scenes.
顺便说一句，我在 Muse 身上发现的有趣之处，而且我对 ChatGPT 和 Cloud 也有同样的感觉，就是 Muse 建立的那些链接，我用 Muse 建立的每一个链接，都指向一个 Alphabet 的产品。因此，Alphabet 应该在这里处于最前沿。
Incidentally, the interesting thing I found with Muse, and I feel the same way about ChatGPT and Cloud, is that the links that Muse made, every single link I made with Muse, is to an Alphabet product.
Therefore, Alphabet should be at the forefront here.
是的，外面肯定有很多钱，但我总是回到这样一个事实：你有 Meta 和 Google，如果他们突然开始更认真地对待这件事，他们有足够的钱免费提供东西。你能做的任何事，我们都能做，而且我们免费提供，因为我们有一个生态系统。
我们有一个平台，在那里我们拥有这一切。这是我认为其他公司目前并不真正具备的东西。
Yes, there is definitely a lot of money out there, but I always come back to the fact that you have Meta and Google, and if they suddenly start taking things more seriously, they have enough money to offer things for free.
Anything you can do, we can do, and we offer it for free because we have an ecosystem. We have a platform where we own all of that. That's something I don't think other companies really possess at the moment.
我会说，顺便说一句，这两种情况下最简单的解决办法，就是直接买入其他大型科技公司的股票。尤其是 Alphabet，它拥有 Anthropic 约 10% 的股份。
I would say that the easiest solution in both cases, by the way, is simply to buy shares in other major technology companies. Alphabet in particular owns about 10% of Anthropic.
但他们在使用 Alphabet 的基础设施。Alphabet 应该能够做到 Anthropic 所做的事，但他们做不到，或者至少在现阶段显然做不到。
but they're using Alphabet's infrastructure. Alphabet should be able to do what Anthropic does, but they can't , or apparently can't at this stage.
但说真的，最简单的选择是持有 Alphabet 的股票，这是我在这个领域唯一持有的股票，因为这样你就能获得对所有这些公司的敞口，而当这次 IPO 发生时，他们会做出一个盈利的季度，因为它以更高的价格记录在他们的账上。
But seriously, the easiest option is to own Alphabet shares, which is the only stock I own in this field, because you get exposure to all these companies, and when this IPO happens, they will make a profitable quarter because it is recorded on their books at the higher price.
另外，我认为 Google 仍然持有它在 SpaceX 的股份，所以是的。这也非常值得。所以，条条大路都通向 Google，这就是这里显而易见的结论。
Um, and in addition , I think Google still owns its stake in SpaceX, so yes. This is also very worthwhile. So, all roads lead to Google, and that's the easy conclusion here.
我和你完全一样。我会买 Google 的股票，
I am exactly like you . I would buy shares in Google,
这个频道对 $GOOGL 的历次判断
The Motley Fool 在这只股票上共 4 条判断，这里只列相邻的几条。