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Ola!
Curse and Coffee friends,
Today, we explore how Larry beats Jeff.
Hit reply and let us know what you think (we read all of your kind words).
Coffee at the ready…
The Big Sip
The take: Google dropped a new AI model. Investors threw $23 billion at the company in one day.
What happened: Alphabet unveiled Gemini 3 on 18 November. The stock jumped 3% to an all-time high of $304.25.
Why it matters: Larry Page made $7.6 billion in a single day. That was enough to jump past Jeff Bezos and become the world's third-richest person at $240 billion in net worth.
What to watch: Whether Gemini 3's "rave reviews" actually translate into money when Q4 earnings drop in January.
Google spent the last year watching OpenAI eat its lunch. Now they've got a model that competes. Wall Street is betting billions they're right.
We'll find out in January.
Warren Buffett bought $4.3 billion of this stock three weeks ago.
Sponsor Break
Before we slurp into today’s brew…
Here are some wordies from today’s sponsor.
Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.