← @rihardjarc

$GOOGL

BULLISH2026-05-20
Price around the call
2026-05-20
By horizonMaturing · ~4 trading days to go
1d
-1.6%
5d
-3.7%
21d
Original post
Rihard Jarc · 2026-05-20

$GOOGL Gemini 3.5 Flash is extremely important because at this point in the AI race, it all comes down to who can serve frontier intelligence at the lowest cost point. Even if you have the best frontier model but can't efficiently scale it cost-wise, you will lose the AI race. $GOOGL has now put 3.5. Flash in $GOOGL Search (AI overviews, AI mode, YT, Spark, etc.), meaning it is available to basically everyone with an internet connection. Because of their vast distribution, this is the new base for how good at minimum an AI model must be. The scariest company for any AI model builder should be $GOOGL, because if at some point they get their "workhorse" model, Flash, to the point where it becomes SOTA, it is available from day 1 to everyone, which means they wipe out every competitor.

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