Jefferies analyst Brent Thill says Alphabet "will be a leader in the consumer AI opportunity," given that it has already developed more than one large language model to help improve its array of products. While Alphabet has dragged its feet releasing its suite of LLMs to the public to limit "reputational risk," Jefferies says the company has so far "presented a much more coherent message about its generative AI strategy, with updates reaching across both consumer and business uses cases." GOOGL YTD mountain Alphabet stock has climbed more than 34% so far this year.