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    Today's letter · Nov 5

    Google’s Real Problem Isn’t UsersRead it
    Dylan Jovine, Founder & CEO of Behind the Markets

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    The best opportunities are found where Wall Street isn't looking.

    There are thousands of public companies in America. The financial media talks about the same few hundred. We research the ones it skips, the companies big funds consider too small to bother with.

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    Dylan Jovine, Founder & CEO, has spent his career finding overlooked companies.

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    November 5, 2026

    Google’s Real Problem Isn’t Users

    Dear Reader,

    As I was telling a friend the other day, we’re all winners in this election. We don’t get any ads anymore. Woohoo. Today I want to talk about Google versus AI, and specifically Google versus Anthropic and OpenAI.

    Dylan Jovine

    Founder & CEO

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