Well, let's start with the idea of “I wish I could invest in YouTube without investing in the rest of it”. Why not? YouTube is a more focused brand, with a wor

Well, let's start with the idea of “I wish I could invest in YouTube without investing in the rest of it”. Why not? YouTube is a more focused brand, with a world-beating product that's already active in multiple high-growth verticals (entertainment, shorts/vertical video, education, conspiracy theories). As the article says it can compete against both Netflix and TikTok (and probably Udemy, etc.). Aren't these high-growth areas worth investing in? aren't they more high-growth than whatever Google is doing this week? (I don't know, streaming video games to a watch and a new chat application probably). And if you are investing in these areas and this is your only business isn't this "focus" all of a sudden important? (so you can actually compete in these businesses and potentially grow the business more?). I for one like the idea --as well as I think Google needs to be broken up ten years ago. YouTube has scale, a good brand and would probably gain by being less Googley --i.e. iterative and consumer-focused. Not just YouTube, but the internet would be better off with a more focused YouTube (that also has less of your personal data as a bonus).