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0 pointsscreye3y ago0 comments

Oh yeah, that's exactly my point.

IMO, The vulnerability from most vulnerable to least goes:

Facebook > Google >> Apple ~> Microsoft = Amazon

0 comments

Interesting observation. Need to reflect on this.

What else busdines does Meta have beyond FB, Instagram, Whatsapp?

I guess they are somehow wurnelable to search market problems(including regulations), but that won't make them collapse, just less wealthy. And they can start monetizing WA and Insta more agresively.

Perhaps your concerns are one of reasons why they are investing so much in metaverse.

Google on other hand has bigger hold. They have Hosting business(which is not profitable currently, if that is truth), and YouTube. If something happens with search business, YouTube would feed Alphabet. Also money from play store and licensing fees from android vendors. I bet, Google's investment in Android was great move. It makes them more secure than Facebook.

scarface743y ago

Android makes very little money for Google. It came out in the Oracle lawsuit that Google had only made $27 billion in profit from Android from its inception through the trial.

https://www.reuters.com/article/us-oracle-google-lawsuit-idU...

Android was already dominant as far as market share. Also Google is non existent in the worlds largest mobile market - China. That’s Apple’s biggest market.

Apple has to be making more from Google on mobile from the money that Google pays Apple to be the default search engine (a reported $18 billion) a year than Google makes from Android.

winnie_ua3y ago

About Apple. I guess most insecurity is from possibility of war in Taiwan. Inability to produce iPhones would struck hard. But beyond that, they have most loyal customers, who doesn't care abou their freedom to own device.

scarface743y ago

If war comes in Taiwan, everyone is screwed. Google depends on servers and components made in Taiwan. Amazon and Microsoft also depend on servers.

winnie_ua3y ago

Sadly, but yes.

Just thinking, who would be screwed more... hm.

j / k navigate · click thread line to collapse

0 comments

winnie_ua3y ago

Interesting observation. Need to reflect on this.

What else busdines does Meta have beyond FB, Instagram, Whatsapp?

I guess they are somehow wurnelable to search market problems(including regulations), but that won't make them collapse, just less wealthy. And they can start monetizing WA and Insta more agresively.

Perhaps your concerns are one of reasons why they are investing so much in metaverse.

scarface743y ago

Android makes very little money for Google. It came out in the Oracle lawsuit that Google had only made $27 billion in profit from Android from its inception through the trial.

https://www.reuters.com/article/us-oracle-google-lawsuit-idU...

Android was already dominant as far as market share. Also Google is non existent in the worlds largest mobile market - China. That’s Apple’s biggest market.

Apple has to be making more from Google on mobile from the money that Google pays Apple to be the default search engine (a reported $18 billion) a year than Google makes from Android.

winnie_ua3y ago

scarface743y ago

If war comes in Taiwan, everyone is screwed. Google depends on servers and components made in Taiwan. Amazon and Microsoft also depend on servers.

winnie_ua3y ago

Sadly, but yes.

Just thinking, who would be screwed more... hm.

j / k navigate · click thread line to collapse