I am not sure I understand the comparison. Search engines and adtech are not selling a product, other than the process of serving ads. If sales of ad space an

I am not sure I understand the comparison. Search engines and adtech are not selling a product, other than the process of serving ads. If sales of ad space and adtech decline, these companies are in trouble. And their "assets" are mainly personal data. Maybe I missed what you were trying to say.