Anyone could make equally flimsy estimates, just throwing valuations at different parts using a “let’s say” method like this tweeter. No justifications, no calculated valuations for why he arrived at these part valuations 
The internet is full of similar blunders, so I wish something shared here would have a bit more effort put into it.
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The article below tells how Waymo is bringing its self-driving cars to New York, but initially only with a human driver at the wheel. The company is seeking permission to test the cars in Manhattan and is simultaneously trying to change state law to allow fully autonomous driving without a driver.
Waymo is trying to expand rapidly into various US cities and is indeed aiming to conquer New York as well. 
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An EU court expert recommends that Google’s appeal against a €4.1 billion antitrust fine be dismissed.
The fine relates to the previously mentioned abuse of Android’s dominant position. The ‘advice’ is not binding, but judges often follow it. The final decision will be issued later.
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@Heikki_Keskivali pointed out an interesting person on X and that person’s interesting tweet thread.
https://x.com/hkeskiva/status/1935688481025765450
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YouTube’s position remains very strong. Below is a tweet about streaming services in May.
https://x.com/EconomyApp/status/1936200717628543413
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In this tweet, concerns are raised, among other things, about how Google will fare with its search functions and whether its AI matters are in order.
https://x.com/DividendDude_X/status/1936168882055921782
However, there is an important observation in this reply as well:
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An interesting single highlight in this tweet.
It’s exciting to see how Google fares in the race. I personally use Google less and less, but that doesn’t really matter, yet I still mentioned it. 
(I often break down into internal contradictions)
https://x.com/fiscal_ai/status/1936786281176211899
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The UK competition authority (CMA) is considering designating Google as having strategic market status, which would impose new regulatory requirements on the company. These could include, for example, fair treatment of search results and user data portability. Google opposes broad regulation.
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OpenAI is starting cost-cutting and adopting Google TPUs. Quite good for a dying search engine company.
When all models are identical in quality, the choice is made based on price and the model’s usability, e.g., in a phone app. Google’s TPUs are kings in price, and OpenAI in usability.
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Below is a tweet about Alphabet’s share buybacks over a slightly longer period.
https://x.com/fiscal_ai/status/1938990830741790936
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The tweet below explains how Google’s AI is now being used much more than Microsoft’s, because the number of “tokens” (i.e., words or pieces of data) it processes has grown ten times faster.
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I can’t directly comment on the significance of this news for the company, but I find it interesting. Google has partnered with Commonwealth Fusion Systems and will purchase 200 megawatts of fusion power from its first grid-connected fusion power plant. In addition, Google is also increasing its ownership in the company, which aims to produce emission-free energy early next decade.
https://www.cnbc.com/2025/06/30/google-partnership-commonwealth-fusion-systems.html
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Alphabet’s electricity consumption last year was a total of 32.3 TWh. For comparison, Finland’s total electricity consumption was 82.7 TWh.
Alphabet’s electricity consumption has grown by an average of just over 18% per year over the last ten years, and if Alphabet’s electricity consumption grows as fast as before, consumption in 10 years will be approximately 170 TWh.
The ordered 200 MW continuous power generates 1.75 TWh per year, which would be ~5% of Alphabet’s current consumption or ~1% of what Alphabet’s energy consumption would be in 10 years, extrapolating current growth percentages.
Fusion power is, of course, a new and practically unproven technology (in terms of economics, etc.), so it may not necessarily succeed.
Alphabet actually published a new environmental report on Friday with updated information on energy matters:
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Google and YouTube are still heavily visited (less surprisingly).
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- Waymo, the subsidiary of the dying search engine company, expands to New York and Philadelphia.
- The number of rides is increasing rapidly in California.
- The timeline from launch to 24/7 operation in a city has been significantly reduced.
If the same news were about another autonomous driving operator, the stock price would be up 50%. No worries, I have time to wait.
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Waymo now offers 14–17-year-olds their own user accounts in its self-driving car app in Phoenix.
Parents can invite their teens and track their trips in real-time. Waymo aims to increase user numbers and expand its service to other US cities in the future.
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Gemini has quite unexpectedly taken off! (or well, I’m probably the only one surprised again)
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The article below describes how Google hired Windsurf’s CEO Varun Mohan and other key personnel with a $2.4 billion AI deal. So, Google is not buying Windsurf, but instead obtained a non-exclusive license to its technology.
On the other hand, Windsurf had previously negotiated a sale to OpenAI. According to the article, this situation indicates that there is fierce competition for AI talent. Part of the Windsurf team will continue at Google’s DeepMind and the company plans to continue developing its own product independently.
https://www.cnbc.com/2025/07/11/google-windsurf-ceo-varun-mohan-latest-ai-talent-deal-.html
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I just had to check out the global situation of this dying search engine company. Here you go:
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Let’s look at the situation from a year ago for comparison.
https://www.menosfios.com/en/os-sites-mais-visitados-da-internet-em-2024/#:~:text=According%20to%20data%20from%20SimilarWeb%2C%20referring%20to,the%20top%20with%2018%2C32%25%20of%20global%20traffic.
I don’t know if the numbers are comparable, as the source is different.
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