Alphabet (GOOG) in Eagle Capital Management 2023 Q2

AI Leadership and Strategic Distribution Control

May 20, 2025

Summary

Strong distribution network with products like Google Search, Chrome, and YouTube.
AI integration enhances product offerings without losing market share.
Facing uncertainties and risks from AI-driven market changes.
Continued investment in AI to fend off competitive threats.

In Eagle Capital Management's Q2 2023 letter, Alphabet (GOOG, Financial) was highlighted for its strategic positioning in AI and its robust distribution network. The company’s ability to integrate AI into its existing products like Google Search and YouTube has allowed it to maintain its market dominance despite the rapid changes in the AI landscape.

"Google can add innovation to its distribution faster than a disruptor can build user scale. An early example is the fading hype around Microsoft Bing. Meanwhile, Google has introduced more sophisticated AI into Search without a noticeable loss of market share." — Eagle Capital Management, Q2 2023 Fund Letter

Read full letter at gurufocus Eagle Capital Management 2023 Q2 page.

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