5 ms·

Sundar is doing what the shareholders want. Grow ads revenue while distracting regulators from a google anti trust lawsuit.

KerrAvon 4y ago
Good tech CEOs also plan for the long term. Google needs a near-death experience to get some management discipline.
- bushbaba 4y ago
  I’m not sure there exists any business that is as high of revenue and margin as ads. So google cannot diversify without impacting its financials. You could argue bezos was a genius in this regard by religiously avoiding disclosing to wall street his true margins.
mrweasel 4y ago
Exactly, technically I don't think shareholders much care about where the revenue comes from. Killing off product that don't make a profit within a year launch might actually be what shareholders want. We tend to forget that modern shareholders don't care much about which companies their money is invested in, it's just a stock with some numbers in a spreadsheet making the difference between investing in Google vs. Exxon.
ineedasername 4y ago
I don't know, I'm not sure that's sustainable in the long term. They need to branch out, even if it's just to find new places to put ads-- like in streaming games. But they never fully commit. Strong hyped launch, not follow through. Google has more than enough resources that they should have been able to get major game publishers to sign on to allow owners of their games on l, say, Steam to freely game access on Stadia. Heck even a very minor player like GOG was able to do this in a limited way! Linked my steam account to GOG and was able to get free Gog copies of about a dozen games I already owned on steam that way. But it seems like Google put practically zero effort into growing Stadia into having a respectable library at all. It looks like they gave up almost immediately and the last few years have been the inevitable stagnation into the graveyard.
- Macha 4y ago
  Note that most of the GOG free license games are games which GOG, or their parent company CD Projekt, had a stake in, either as developer, publisher or porter

KerrAvon 4y ago

Good tech CEOs also plan for the long term. Google needs a near-death experience to get some management discipline.

bushbaba 4y ago
I’m not sure there exists any business that is as high of revenue and margin as ads. So google cannot diversify without impacting its financials. You could argue bezos was a genius in this regard by religiously avoiding disclosing to wall street his true margins.

mrweasel 4y ago

Exactly, technically I don't think shareholders much care about where the revenue comes from. Killing off product that don't make a profit within a year launch might actually be what shareholders want. We tend to forget that modern shareholders don't care much about which companies their money is invested in, it's just a stock with some numbers in a spreadsheet making the difference between investing in Google vs. Exxon.

ineedasername 4y ago

I don't know, I'm not sure that's sustainable in the long term. They need to branch out, even if it's just to find new places to put ads-- like in streaming games. But they never fully commit. Strong hyped launch, not follow through. Google has more than enough resources that they should have been able to get major game publishers to sign on to allow owners of their games on l, say, Steam to freely game access on Stadia. Heck even a very minor player like GOG was able to do this in a limited way! Linked my steam account to GOG and was able to get free Gog copies of about a dozen games I already owned on steam that way. But it seems like Google put practically zero effort into growing Stadia into having a respectable library at all. It looks like they gave up almost immediately and the last few years have been the inevitable stagnation into the graveyard.

Macha 4y ago
Note that most of the GOG free license games are games which GOG, or their parent company CD Projekt, had a stake in, either as developer, publisher or porter