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How does that have anything to do with Google's product strategy in a bunch of products that don't show ads?

scarface74 7y ago
It needs to find some method of diversification and it will never do that if it kills off products that aren’t immediately profitable instead of finding a business model. Google’s ad business can easily be disrupted by ad blockers.
- joshuamorton 7y ago
  Of course I've heard of it. Unfortunately, you're doing this thing where you state a bunch of at a glance, unrelated facts and leave me to fill in the details. It's the same way people talk about conspiracy theories, and it's an infuriating rhetorical tactic to deal with. So some questions: Do you think that high speed internet is going to be so wildly profitable to cause a clear diversification in Google's profit? My understanding is that it already doesn't have great margins, and google moving in would increase competition, reducing those margins. Do you really believe that google plans to diversify by moving into a complelety non software business like internet utilities? If Google's ad business can be so easily disrupted, why haven't ad blockers noticably done so in the past two decades? Or if they have, why hasn't that impacted Google's profit? If your argument is that it did, but only recently (the TAC stuff), what changed recently to cause that? Do you think that enterprise offerings like cloud aren't diversification?
  - scarface74 7y ago
    Do you really believe that google plans to diversify by moving into a complelety non software business like internet utilities? People said it was crazy for Apple to move into the music business (Slashdot: “No Wireless, Less Space than a Nomad, Lame”)and try to open a digital music store (who will buy music when they can get it for free?). That seem to have worked out pretty well. The CEO of Palm said on rumors of the iPhone in 2006 when people thought it was crazy for Apple to get into the phone business “PC guys are not going to just figure this out. They're not going to just walk in.”. Google’s ad business is being disrupted - their profit was down on ad sales. Facebook knows a lot more about people because people tell Facebook a lot more about themselves and can do better targeting. Also, since most Facebook usage is done through apps, ads are almost impossible to block. Amazon is also getting more into the ad space and they know a lot more about consumer behavior than Google. Their first party ads are also harder to block. iOS fairly recently added native content blockers - where the most valuable consumers are and more traffic is moving to mobile. “Do you think that enterprise offerings like cloud aren't diversification?” It’s a distance third to AWS and Azure. GCP doesn’t have the first mover advantage of Amazon or the advantage of having the advantage of Microsoft’s entrenched base in the enterprise or its sales team.

It needs to find some method of diversification and it will never do that if it kills off products that aren’t immediately profitable instead of finding a business model. Google’s ad business can easily be disrupted by ad blockers.

joshuamorton 7y ago
Of course I've heard of it. Unfortunately, you're doing this thing where you state a bunch of at a glance, unrelated facts and leave me to fill in the details. It's the same way people talk about conspiracy theories, and it's an infuriating rhetorical tactic to deal with. So some questions: Do you think that high speed internet is going to be so wildly profitable to cause a clear diversification in Google's profit? My understanding is that it already doesn't have great margins, and google moving in would increase competition, reducing those margins. Do you really believe that google plans to diversify by moving into a complelety non software business like internet utilities? If Google's ad business can be so easily disrupted, why haven't ad blockers noticably done so in the past two decades? Or if they have, why hasn't that impacted Google's profit? If your argument is that it did, but only recently (the TAC stuff), what changed recently to cause that? Do you think that enterprise offerings like cloud aren't diversification?
- scarface74 7y ago
  Do you really believe that google plans to diversify by moving into a complelety non software business like internet utilities? People said it was crazy for Apple to move into the music business (Slashdot: “No Wireless, Less Space than a Nomad, Lame”)and try to open a digital music store (who will buy music when they can get it for free?). That seem to have worked out pretty well. The CEO of Palm said on rumors of the iPhone in 2006 when people thought it was crazy for Apple to get into the phone business “PC guys are not going to just figure this out. They're not going to just walk in.”. Google’s ad business is being disrupted - their profit was down on ad sales. Facebook knows a lot more about people because people tell Facebook a lot more about themselves and can do better targeting. Also, since most Facebook usage is done through apps, ads are almost impossible to block. Amazon is also getting more into the ad space and they know a lot more about consumer behavior than Google. Their first party ads are also harder to block. iOS fairly recently added native content blockers - where the most valuable consumers are and more traffic is moving to mobile. “Do you think that enterprise offerings like cloud aren't diversification?” It’s a distance third to AWS and Azure. GCP doesn’t have the first mover advantage of Amazon or the advantage of having the advantage of Microsoft’s entrenched base in the enterprise or its sales team.