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Breakup of Google’s Ad Business Would Reshape $500B Sector

11 points by achow 4y ago

achow 4y ago
https://archive.is/3sdEY https://archive.is/3sdEY
aliqot 4y ago
Google will never face antitrust trouble unless they agree to it as a symbolic public gesture. They're too valuable as an intelligence asset and more likely to play ball than Ma Bell.
- bushbaba 4y ago
  You assume they wouldn’t provide the same benefits as being separated entities. Id wager they’d be more valuable to the government as separated entities. That would open the company up to more military cooperation as certain alphabet subsidiaries wouldn’t have the high profit ad rev
oneoff786 4y ago
I think it would still pale in comparison to the splitting of AWS from Amazon though
- throwaway5959 4y ago
  Or breaking up Microsoft.
  - oneoff786 4y ago
    What do you think needs to be urgent broken off there?
    - throwaway5959 4y ago
      Teams for one. They’re using bundling to murder Slack. https://www.bemopro.com/hs-fs/hubfs/slack%20vs.%20teams.jpg?width=1200&name=slack%20vs.%20teams.jpg https://www.bemopro.com/hs-fs/hubfs/slack%20vs.%20teams.jpg?...
      - oneoff786 4y ago
        Hmm but I feel like teams does make sense to be part of something like enterprise windows, no?
        throwaway5959 4y ago
        It’s priced significantly cheaper than Slack and has more integration, likely due to it being from the same company that makes Windows and Office.
        oneoff786 4y ago
        While I agree the garden walls should fall for integration, it seems very reasonable that teams would be a part of office, much like outlook. Chat and Video calls are increasingly a feature rather than a product. It would be crazy if they were not allowed to include such a thing, no?
etempleton 4y ago
What would they even separate out? 80% of their business by revenue is Google Search. So you break that out from Google and you have one giant company that quickly uses all of the revenue to do the same stuff it was doing. And another tiny company or companies that slowly go out of business. You could maybe separate YouTube from the rest of Google, but beyond that what are you doing? Further why Google? If you break up Google wouldn’t you also want to break up Microsoft and Amazon? Is the issue just search?
- deleted 4y ago
  [deleted]

11 points by achow 4y ago

https://archive.is/3sdEY https://archive.is/3sdEY

Google will never face antitrust trouble unless they agree to it as a symbolic public gesture. They're too valuable as an intelligence asset and more likely to play ball than Ma Bell.

bushbaba 4y ago
You assume they wouldn’t provide the same benefits as being separated entities. Id wager they’d be more valuable to the government as separated entities. That would open the company up to more military cooperation as certain alphabet subsidiaries wouldn’t have the high profit ad rev

oneoff786 4y ago

I think it would still pale in comparison to the splitting of AWS from Amazon though

throwaway5959 4y ago
Or breaking up Microsoft.
- oneoff786 4y ago
  What do you think needs to be urgent broken off there?
  - throwaway5959 4y ago
    Teams for one. They’re using bundling to murder Slack. https://www.bemopro.com/hs-fs/hubfs/slack%20vs.%20teams.jpg?width=1200&name=slack%20vs.%20teams.jpg https://www.bemopro.com/hs-fs/hubfs/slack%20vs.%20teams.jpg?...
    - oneoff786 4y ago
      Hmm but I feel like teams does make sense to be part of something like enterprise windows, no?
      - throwaway5959 4y ago
        It’s priced significantly cheaper than Slack and has more integration, likely due to it being from the same company that makes Windows and Office.
        oneoff786 4y ago
        While I agree the garden walls should fall for integration, it seems very reasonable that teams would be a part of office, much like outlook. Chat and Video calls are increasingly a feature rather than a product. It would be crazy if they were not allowed to include such a thing, no?

etempleton 4y ago

What would they even separate out? 80% of their business by revenue is Google Search. So you break that out from Google and you have one giant company that quickly uses all of the revenue to do the same stuff it was doing. And another tiny company or companies that slowly go out of business. You could maybe separate YouTube from the rest of Google, but beyond that what are you doing? Further why Google? If you break up Google wouldn’t you also want to break up Microsoft and Amazon? Is the issue just search?

deleted 4y ago
[deleted]