What Google needs is to protect its Ads business (Fiber was a shot across the bow of ISPs, letting consumers know that better was possible) and expand into othe

What Google needs is to protect its Ads business (Fiber was a shot across the bow of ISPs, letting consumers know that better was possible) and expand into other similarly-sized markets. Who knows what the future may bring, perhaps targeted digital advertising won't be raking in buckets of cash in 5 or 10 years? If the fortunes of digital advertising go belly-up, Google isn't going to be replacing it with a grab bag of chat apps, phone plans and smartphones. What digital markets exist with current or future revenues in the multi-hundreds of billions of dollars? They tried building a social network, and it didn't work. Doubling down would just further commit them to digital advertising as the entire business. What's left? Enterprise software (GSuite), cloud computing (Google Cloud), video games (Stadia). Any one of those could replace a significant shortfall of revenue from digital advertising if Google could get a significant market share. And significant doesn't have to be that large. Cloud computing market revenue is estimated to be over $500B in 2023, 10% market share in cloud computing would bring in almost a third of Google's current revenue. And 2023 video game market revenue is estimated to be above $200B.