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Capital Allocation

avg score 8.0 · 1 pods
insights
1
net direction
100%
tail / head / mixed / risk
1/0/0/0

tailwind · 1

  • 70/20/10 framework balances core investment with moonshot optionality
    ruth porat · In Good Company with Nicolai Tangen

headwind · 0

  • — no headwind insights —

all insights

Capital Allocation
score 8/10
TAILruth porat·In Good Company with Nicolai Tangen·2 years ago
70/20/10 framework balances core investment with moonshot optionality
Alphabet's evolved capital allocation mantra — 70% core, 20% adjacent, 10% moonshots — institutionalizes aggressive long-term investing to avoid 'seeds of destruction' from underinvestment, with self-calibrating pace tied to AI upside realization.
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