GOOGL directional thesis
Calacanis recounts a public bet that he bought a lot of Google on the view that it was behind only because it was too precious to ship, and that pressure to release more would close the gap. The catalyst he cites is Sergey pushing the team to release the good stuff.
“And I said I made a bet publicly on the bank. I said, I am buying a bunch of Google because I believe even though they're behind, it's because they're too precious.”56:07claim_id
mcl_faf3f80454057c0235open evidence ↗Human-reviewed public claim.
Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.
Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.