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0 pointsrollcat6mo ago0 comments

This is the problem with being the biggest in X. Facebook desperately tried to branch out: phones, video, VR... Eventually the only thing that worked was buying other social media companies.

Google is in the same position, yes they have Android, GCP, Gmail/work suite, etc but even all of that combined couldn't sustain the moloch.

0 comments

freakynit6mo ago

Exactly.

These insane levels of revenue streams cannot be sustained with just one product for longer periods of time. Eventually, every one of these biggest X'es will need to branch out to different industries/domains to sustain those levels.

jon-wood6mo ago

If Google had simply stuck at what they used to be, a solid search engine with some unobtrusive ads plus some other ancillary services, they could have sustained that more or less indefinitely. What can't be sustained is the endless growth that the stock market demands. If you dare to say "you know what, this is probably enough" you'll be immediately punished by the market.

johannes12343216mo ago

We are seeing the counter proof right now. Search in itself isn't sustainable. The concept is challenged by GenAI-based approaches.

Of course they are not a 1:1 replacement, but for the first time we see Google's model being challenged and them having to defend, which they do by trying to drive competition of by integrating genai into their products. Once the competition is gone, they can reconsider.

2muchcoffeeman6mo ago

There’s plenty of services that they could have gone into and charged money for.

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