also:
They are wasting resources with their side projects.
No one see the irony in that. I like their wacky projects. Obviously they to profit off of them at some point. But they are also kind of ground breaking if they actually turn out to work.
Alphabet also has the luxury problem of having discovered the most profitable business in the history of human kind. Now they struggle culturally to find something else to grow. They are user to basically make money for free and to so at insane scales.
Cloud is getting there but it‘s still nowhere near as easy. That‘s where Amazon in particular is very much in the advantage. They are already dominating the lowest margin business ever (online retail at scale). And they have a good foothold in cloud. Now they are getting into ads more and more. Much more comfortable direction to go.
In that sense the moonshots might make more business sense as well.
If Waymo works out globally. Add half a trillion to the valuation.
Wing: This could help them compete with Amazon.
GV/CapitalG: Very successful.
Sidewalk labs: could one day power cities.
Loon: not sure. Their better bet seems the heavy spacex investment with Starlink now. Though there are some pilots.
Verily: The health sector is fucked with leeches and inefficiencies. Especially entrenched players like epic who only want to protect their cozy position. Big opportunities there.
Calico: who knows. In a decade they could discover something insane. No idea.
Deepmind/brain: this is it. If only one project can succeed it should be this one in their view. If they succeed with AGI/ASI anything else doesn‘t matter. This is of course a big if and likely decades away.
The only thing they‘re currently not funding is fusion research. But that might be too long term even for them.
Google should focus on something else than ads.
also: They are wasting resources with their side projects.
No one see the irony in that. I like their wacky projects. Obviously they to profit off of them at some point. But they are also kind of ground breaking if they actually turn out to work.
Alphabet also has the luxury problem of having discovered the most profitable business in the history of human kind. Now they struggle culturally to find something else to grow. They are user to basically make money for free and to so at insane scales.
Cloud is getting there but it‘s still nowhere near as easy. That‘s where Amazon in particular is very much in the advantage. They are already dominating the lowest margin business ever (online retail at scale). And they have a good foothold in cloud. Now they are getting into ads more and more. Much more comfortable direction to go.
In that sense the moonshots might make more business sense as well.
If Waymo works out globally. Add half a trillion to the valuation.
Wing: This could help them compete with Amazon.
GV/CapitalG: Very successful.
Sidewalk labs: could one day power cities.
Loon: not sure. Their better bet seems the heavy spacex investment with Starlink now. Though there are some pilots.
Verily: The health sector is fucked with leeches and inefficiencies. Especially entrenched players like epic who only want to protect their cozy position. Big opportunities there.
Calico: who knows. In a decade they could discover something insane. No idea.
Deepmind/brain: this is it. If only one project can succeed it should be this one in their view. If they succeed with AGI/ASI anything else doesn‘t matter. This is of course a big if and likely decades away.
The only thing they‘re currently not funding is fusion research. But that might be too long term even for them.