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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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), positions it to capture the $20T global AI economic upside.