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Meta: Market cap 1.2T Employee 68k Net income 39B/year Google: Market cap 1.78T Employee 180k Net income 74B/year Google has almost 2x of meta net income, but just 1.5x of the market cap. Also, Meta’s market cap per employee is 2x of Google although they are in the same internet and ads industry I haven’t even talked about how diversified Alphabet’s product line is compared to meta’s concentration on 3 apps. Either Google is massively undervalued or meta is massively overvalued. #investments
Google executes at the speed of a glacier. Google spends massive amounts of money on things and then shuts them down, like Stadia. Meta takes a "fail fast" approach and is able to test ideas faster and make better data driven decisions. Meta also wastes money but on fewer things.
Stock price is based on future expectations. Current profit doesn't matter other than as indication of future potential. Would argue Googles one trick is huge but search is at risk. Hence the lower stock growth until Google finds a second business or moat.
YT. GCP…
Average google employee is worse than average meta employee. There’s no surprise that per capita market cap is lower too. But $1 is $1 when it comes to net income, so if Meta couldn’t sustain this rev growth and margin it could drop.
Idk why people keep sucking google’s balls. Google sucks ass. Dont come here. Go to Meta
Meta grew last qtr at 22% vs Google 11%.
Google has no vision. trying to stuff ai to any thing. it's all "trust me bro" from the CEO.
Tiktok: Market cap: 0.2T Net income: $20B/year Bonjour.
Meta having less employees relatively (higher revenue per head) is a good thing
it's a good thing for execs and Wall Street. not a good thing for employees.... more work less wlb
Market cap is based on how much these ppl are willing to pay for it's stock. Not employee and net income
Google is dying (as of right now). I see this as more of a “shift”