Ruth Porat - President of Alphabet | Podcast | In Good Company | Norges Bank Investment Management

2025-03-12 · 2 company · 10 thematic

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speakers

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

ruth porat

Former Morgan Stanley CFO (2010-2015) who led Treasury advisory during 2008 financial crisis. Joined Alphabet as CFO in 2015, became President and CIO in 2024. Oversees capital allocation, Other Bets, and global infrastructure investment.

quote

“we own 1.3% of the company totaling roughly $30 billion”

—nicolai tangen

now playing · $GOOGL

$GOOGL···bullish· high· posnicolai tangen

Norges Bank reveals $30B Alphabet stake as 1.3% owner

The Norwegian sovereign wealth fund holds a 1.3% stake in Alphabet worth roughly $30 billion, signaling conviction in the company's long-term value.

$GOOGL···bullish· highruth porat

Porat details Alphabet's full-stack AI advantage and 70/20/10 capital allocation framework

Alphabet's differentiated full-stack approach from talent/models to chips/platforms, combined with aggressive long-term capital allocation (70% core, 20% adjacent, 10% moonshots),…

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▶ 0:22 · $GOOGL · Norges Bank reveals $30B Alphabet stake as 1.3% owner

episode briefing

In Good Company with Nicolai Tangen