Inverse Zitron: An Investment Strategy

Re:Inverse Zitron: An Investment Strategy by toomuchtodo on Saturday October 31, 2026 @09:09PM (#50321838)

No significant productivity gains have been proven, and nowhere near enough revenue. Rely on faith if you will, markets demand proof and evidence. Will it materialize? Maybe, maybe not.

Like full self driving, “three months maybe, six months definitely.” Which was, what, a decade ago?

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Re:Inverse Zitron: An Investment Strategy by cunnymcface on Saturday October 31, 2026 @09:13PM (#50321855)

I think you’re lying to yourself.

You think Google just hasn’t checked the math on their spend for the fastest growing product they ever shipped?

Self driving trucks are on the road delivering things. Every day.

https://blog.google/innovation-and-ai/products/gemini-app/on...

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Re:Inverse Zitron: An Investment Strategy by toomuchtodo on Saturday October 31, 2026 @09:14PM (#50321861)

I didn’t lose $500B in value this week. Cloud revenue is up, LLMs are not.

https://news.ycombinator.com/item?id=50280564

https://news.ycombinator.com/item?id=50280197

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Re:Inverse Zitron: An Investment Strategy by cunnymcface on Saturday October 31, 2026 @11:20PM (#50322429)

You know that you can buy llm access from Google’s cloud offerings right?

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Re:Inverse Zitron: An Investment Strategy by toomuchtodo on Sunday November 01, 2026 @02:26PM (#50328808)

Does that mean LLMs are delivering efficiency gains or revenue? Or does it mean compute is being bought? You know you can spend money on cloud with nothing to show for it, right?

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Re:Inverse Zitron: An Investment Strategy by cunnymcface on Sunday November 01, 2026 @03:50PM (#50329731)

Maybe you should go look at the epic money fountain that grew 103% YoY with increasingly better margins?

https://blog.google/company-news/inside-google/message-ceo/a...

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Re:Inverse Zitron: An Investment Strategy by toomuchtodo on Thursday November 05, 2026 @11:25PM (#50388185)

Would you like to revisit this sub thread after the recent $5T equity wipeout?

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Re:Inverse Zitron: An Investment Strategy by cunnymcface on Wednesday November 11, 2026 @07:11PM (#50460962)

You seem to think the price reflects reality of a company, rather than the warped perceptions of a bunch of outsiders who don’t understand what they’re buying.

Your comment would fit with 2008, 2020, 2022, spring 2025.. but on the whole, the business keeps growing and blasting out endless streams of ever more cash.

But sure, this means Google is doomed, better dump it fast.

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