Some friends asked why I’m bullish on Google: 1. TPUs are by-far...
Jen Zhu@jenzhuscott
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Nov 24, 2025
~1 min read
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Some friends asked why I’m bullish on Google:
1. TPUs are by-far the most successful indigenous semi dev program. The adoption is spreading rapidly via Google Cloud & perhaps soon direct sales (eg Oct Anthropic+Google announced a plan to use over 1 mil TPUs to train Claude)
1. TPUs are by-far the most successful indigenous semi dev program. The adoption is spreading rapidly via Google Cloud & perhaps soon direct sales (eg Oct Anthropic+Google announced a plan to use over 1 mil TPUs to train Claude)
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2. Gemini’s market share has grown rapidly from 5.6% 12 months ago to 13.7% now, mostly at the expense of ChatGPT - this was before the launch of Gemini 3.
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3. But not at its own search revenue - Google search revenue keeps growing despite predictions of AI-related doom
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4. Google Cloud is now highly profitable and growing rapidly - huge supported by home developed TPU advantages.
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5. I’ve posted this chart before - Google has the most comprehensive stacks in AI compared to all peers/competitors. It means they have more defensibility against the incestuous financing games that’s now the core of the “AI bubble”.
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6. They are also making meaningful progress in quantum computing and staying mature and steady on those critical moonshot projects.
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7. The last one is my subjective preference/opinion but v important to me - @demishassabis does not hype or mislead, focuses on real scientific problems that AI can solve, ultra ambitious but stays authentic. Character matters, at least that’s my belief.
