GOOGLAlphabet Inc. Class A

Appears in these Strategy Maps

• ByteDance

  Similar business modelPrice could riseEvidence aging14 conn

  Digital advertising platform (YouTube) with algorithmic content recommendation competing for same advertiser budgets and user attention.

  Evidence as of 2024-01-30

• Databricks

  Infrastructure providerPrice could riseEvidence aging13 conn

  Google Cloud Platform infrastructure revenue from Databricks deployments using GCP compute, Google Cloud Storage, and BigQuery integration.

  Evidence as of 2025-01-15

• xAI

  CompetitorPrice could fallInferred13 conn

  Direct research competitor through Google DeepMind developing Gemini models and competing for same AI research talent pool as xAI.

  Evidence as of 2026-07-17

• Discord

  Infrastructure providerPrice could riseInferred33 conn

  Direct infrastructure dependency through Google Cloud Platform hosting Discord's real-time voice, video, and messaging at global scale.

  Evidence as of 2026-07-20

• Anysphere

  SupplierPrice could riseSpeculative6 conn

  Potential LLM provider through Gemini/PaLM models competing with OpenAI and Anthropic; Google Cloud provides inference infrastructure and may offer bundled AI services.

  Evidence as of 2026-07-18

• Neuralink

  Strategic investorPrice could riseEvidence aging9 conn

  Direct equity exposure through Google Ventures (GV), Alphabet's venture capital arm, which participated in Neuralink's Series B and earlier funding rounds as a disclosed investor.

  Evidence as of 2024-08-15

• ElevenLabs

  Similar business modelEvidence aging10 conn

  Google Cloud Text-to-Speech API and WaveNet voice synthesis models compete directly in enterprise AI voice generation markets.

  Evidence as of 2024-02-01

• Telegram

  Infrastructure providerPrice could fallInferred10 conn

  Android Play Store distribution reaching 2.5B+ devices globally, especially in emerging markets where Telegram has highest penetration.

  Evidence as of 2026-07-14

• Runway

  Strategic investorPrice could riseSpeculative17 conn

  Google Ventures (GV) and Google Cloud are potential equity investors and strategic partners; Google Cloud infrastructure likely underpins Runway's AI video generation (GWM-1, Gen-4.5 models).

  Evidence as of 2026-02-10

• Safe Superintelligence

  CompetitorPrice could fallEvidence aging17 conn

  Google DeepMind pursues AGI research with safety teams, massive compute resources, and overlapping talent pool competing for same researchers.

  Evidence as of 2024-09-01

• Glean

  CompetitorPrice could fallEvidence aging6 conn

  Competition through Google Cloud Search and Workspace AI features that provide enterprise knowledge discovery; supplier relationship through Google Workspace API access and potential LLM infrastructure.

  Evidence as of 2024-02-01

• Notion

  Infrastructure providerPrice could fallEvidence aging10 conn

  Google's role as integration partner (Drive, Calendar, Docs embeds) and potential AI/LLM API provider for Notion AI features.

  Evidence as of 2025-01-15