Great read! I wonder what his perspective is now. That article was written in August 2024 and a lot has happened since then. For example, I cannot fathom the agreement to Sundar’s latest pay package. Another example of failing up the corporate ladder.

Also, it feels like competition with China was an overlooked wildcard in his argument. It would not surprise me if the bubble continues to grow just to try and beat China.

For real. Last year we finally got some competition against Spectrum and their customer service is actually worse than Spectrum. I didn’t imagine that was possible