this post was submitted on 24 Mar 2026
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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.
He’s been on Newsweek podcast recently and given his assessment with new events and focus on datacenters and hardware.
https://youtu.be/RKwK7qrBz8g