Larry Page and Sergey Brin built Google from a college dorm room.


Today, their investment portfolio tells the story of upcoming bets.

$1.6 billion professionally allocated:
ARM takes 13.28% — the backbone of AI chips in every device on this planet.

AST SpaceMobile takes 12.90% — betting on direct satellite internet for phones, with no towers or cables.

Freshworks at 14.5% — enterprise software competing with Salesforce with a cheaper, simpler model.

GitLab, Planet, and UiPath complete the picture — developer tools, satellite imagery, and automation.
What’s striking here isn’t the names, but the logic behind them.

One bet on those who create AI brains.
A second bet on those who deliver internet to every corner of the Earth.
And the rest of the portfolio in tools that make companies more efficient.

The founders of the biggest search engine in history aren’t betting on the present.
They’re betting on the infrastructure of a world that’s not fully built yet.

Question:
Does your portfolio think with the same logic?
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