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- The Tech Trinity: The Companies Secretly Running Your Life in 2025
The Tech Trinity: The Companies Secretly Running Your Life in 2025
Plus an outlook on long term investing!
The Tech Trinity:
Let's be honest – you probably interacted with all three of these companies before your morning coffee today. That Google search for "how long to microwave leftover pizza"? The Uber Eats delivery saving you from said microwaved pizza? The phone you're using to order both? None of it would exist without these tech giants.
But here's the thing: while everyone's talking about AI startups and the next big social media platform, these three companies are quietly building the foundation of our digital future. And if you're looking to invest, that's exactly where you want to be – with the companies that are too big to fail but too innovative to stagnate.
Google: The Company That Lives in Your Head (Rent-Free)
Think about your day so far. Gmail for work. Google Maps for that new coffee shop. YouTube for "just one more video" that turned into two hours. Chrome for, well, everything else. Google isn't just a tech company – it's digital oxygen.
Why They're Winning
Remember when Microsoft's Bing tried to be a thing? (Spoiler: it's still trying.) Even with ChatGPT integration, they can't touch Google's 91% search market share. Why? Because Google's built something way bigger than a search engine.
Every time you:
Search for something
Watch a YouTube video
Use an Android phone
Get lost and open Maps
Check your Gmail
...you're feeding data into Google's AI brain. It's like compound interest for algorithms – the more you use it, the smarter it gets, the more people use it, and the cycle continues.
Their latest quarterly revenue? $88.3 billion. That's not just a number – it's proof that being everyone's digital best friend is incredibly profitable. While Meta's burning cash on virtual reality and Amazon's battling in ecommerce, Google's quietly building the operating system for modern life.
Uber: From "Taxi App" to World Domination
Remember when Uber was just for avoiding awkward late-night taxi rides? Those days are as dead as your 2019 plans to learn TikTok dances. Uber's not just moving people anymore – they're moving everything.
The Master Plan
Imagine having a button that could move anything, anywhere, anytime. That's Uber's real business model. Their secret sauce? They turned every smartphone into a logistics command center:
Need a ride? Open app
Hungry? Open app
Running a business that needs shipping? Believe it or not, open app
While Lyft stayed in the ride-share lane and DoorDash focused on food, Uber built an empire. They're processing:
24 million trips daily
Billions in food deliveries
Growing freight business
Future plans for flying vehicles (not even joking)
Why It Matters
Here's the genius part: Uber owns almost nothing. No cars. No restaurants. No warehouses. They're like that friend who always organizes the group chat but never hosts – except they're making billions doing it.
Their $136 billion market cap isn't just impressive – it's a bet on the future of movement itself. And with plans for autonomous vehicles and drone deliveries, they're just getting started.
ASML: The Most Important Tech Company You've Never Heard Of
Okay, this one's the ultimate tech industry plot twist. ASML isn't a household name like Apple or Netflix, but without them, your iPhone would be about as smart as a potato.
The Ultimate Monopoly
ASML makes the machines that make the chips that make everything smart. And when I say "makes," I mean they're the only company in the world that can do it. Their extreme ultraviolet (EUV) lithography machines are:
Priced at $150+ million each
As complex as a spacecraft
Required for making advanced chips
Protected by thousands of patents
Imagine if only ONE company in the world could make the machine that makes PS5s. That's ASML, but for something even more important. No ASML = no smartphones, no AI, no cloud computing, no modern technology as we know it.
The Money Maker
Their $281 billion market cap might seem high until you realize they have zero real competition. None. Nada. Companies like Intel, Samsung, and TSMC have no choice but to buy from ASML if they want to make advanced chips.
This isn't just a competitive advantage – it's like having a monopoly on electricity in the digital age. Every major tech trend (AI, quantum computing, 5G) needs their machines.
Why These Three? Why Now?
Together, these companies form a tech trinity that's nearly impossible to disrupt:
Google organizes the world's information
Uber organizes the world's movement
ASML makes the tools that make it all possible
They're not just companies – they're infrastructure plays for the digital age. While everyone's chasing the next big thing, these giants are building and controlling the platforms that every "next big thing" needs to succeed.
The Investment Case
You might look at their stock prices and think you missed the boat. But remember:
Google just posted 15% revenue growth (at their size, that's insane)
Uber's barely scratched the surface of global logistics
ASML's literally the only game in town for advanced chip manufacturing
Think of it this way: these aren't just tech stocks – they're bets on the continued digitization of everything. As long as people need to find information, move things, and use computers (spoiler: forever), these companies will matter.
Remember: investing always carries risk, and you shouldn't invest money you can't afford to lose. But if you're looking to put some skin in the tech game, you could do worse than betting on the companies that are literally building the future.
Now, if you'll excuse me, I need to Google directions to pick up my Uber Eats order on my smartphone (powered by ASML-made chips). See what I did there? 😉
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