>> Android is a loss leader to drive ad traffic. If one gathers all of their businesses which sell ads under "ads" , well, sure they have one business, the sam

>> Android is a loss leader to drive ad traffic. If one gathers all of their businesses which sell ads under "ads" , well, sure they have one business, the same as microsoft has only one business: "software". But i'm sure their different ad businesses might have different risk factors, so in totality, they're stable. And BTW, Android made $33B (probably mostly indirectly) according to the oracle trial. Also youtube is a $9B business growing at 20%(probably waiting for the shift of brand ads from tv). >> Automatic driving may pay off, but that is being a component supplier to an car company, not a high-profit business. Having control on Android, Google Maps, and Waze puts them in right place for people ordering transportation. Couple that with possible network and data effects, and brand of the self driving business and Google's possible big advantage on self driving cars could put them in a good place in the future self driving ecosystem, not just a component supplier.