GOOGLAlphabetNeutralAlphabet
10/2/2026 on
Had fun with my keynote at the Google Partner Leadership Summit 2026. Awesome bandshell venue! https://t.co/0t2yfLVMaU
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media/tech advisor, banker, contrarian, comedian - often all of the above.
Cite asCryptoQuant has tracked the directional calls on GOOGL by @tkawaja on X since Mar 2026: not yet scored on GOOGL (as of Nov 11, 2026).
1 GOOGL call on record, a thin history.
Relative view by default: fewer than 30 GOOGL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @tkawaja to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Had fun with my keynote at the Google Partner Leadership Summit 2026. Awesome bandshell venue! https://t.co/0t2yfLVMaU
View original →In light of Judge Brinkema's remedy ruling today in the Google antitrust case, worth reposting my Defender parody from July 2024. https://t.co/mNLiMGTksZ
View original →Seems significant. We are in an extraordinary cycle! But to be clear, I'm long $GOOG. https://t.co/usd6T3SMJh
View original →AI agents and workflow automation are dramatically improving efficiency across campaign planning, media buying, creative production, optimization, reporting, and analytics. Historically, advertising has depended on fragmented systems and labor-intensive coordination among agencies, platforms, publishers, and ad tech vendors. Agentic AI reduces this friction by collapsing workflows into software-driven orchestration thereby creating a more efficient advertising supply chain. It also creates margin pressure for the agencies and platforms that were built on managing the workflow complexity. Moving forward, workflow automation is unlikely to provide durable differentiation because agentic capabilities will quickly become table stakes. The more consequential impact of AI is therefore not on efficiency, but on decisioning effectiveness. Advertising is fundamentally a prediction and optimization problem: determining which message should reach which consumer, in what context, through which channel, and at what price. Superior AI-driven decisioning depends on the scale, quality, uniqueness, and interoperability of data inputs. Better data produces better predictions, better targeting, better attribution, and ultimately better advertising performance. Therefore, holding access to the largest data connectivity layer creates a unique competitive advantage in delivering decisioning. This explains the strategic significance of @PublicisGroupe acquiring @LiveRamp. As AI makes workflow far more efficient, agencies, DSPs, SSPs, and other platforms all must prove themselves as critical in the decisioning effectiveness in order to maintain and grow margin as the workflow margins will diminish. Scaled and differentiated identity and data connectivity infrastructure is core to making this work and can be the basis for capturing decisioning margin. This is increasingly important as data / decisioning is separated from media execution, creating greater pressure on DSP margins as the most valuable optimization and targeting intelligence is controlled by external data and identity platforms rather than embedded within the DSP itself. The Publicis / LiveRamp transaction materially increases the strategic scarcity value of scaled identity and interoperable data connectivity assets. This shift is likely to catalyze a new wave of M&A across advertising and marketing infrastructure as companies race to assemble the core ingredients required for differentiated AI-driven decisioning. Identity graphs, clean room technologies, retail media infrastructure, measurement platforms, commerce data and proprietary consumer datasets are becoming increasingly strategic assets. As workflow execution commoditizes, ownership of differentiated data and decisioning infrastructure becomes the primary source of durable competitive advantage. The last time a single deal created such a paradigm shift was Google / DoubleClick in 2007. And look what that wrought - buckle up!
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