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It is not. Think about it. Diversification ensures that if one of your assets degrades in value, you have an unrelated asset that can still do well. Back to Alp
by bossyTeacher 3y ago
It is not. Think about it. Diversification ensures that if one of your assets degrades in value, you have an unrelated asset that can still do well. Back to Alphabet, if ads revenues disappears overnight, Youtube becomes a dead project. Simples
- kmlevitt 3y agoAt least they have alternate ways of selling ads, though. For example there has been a lot of talk about how their search business ads are threatened by LLMs that answer questions directly instead of giving search results that include paid placements, etc. But even if that happened, it likely wouldn’t affect YouTube ad revenues much.
- emodendroket 3y agoIs it? If some new thing came along tomorrow that made Google's ad exchange obsolete, they could still sell ads on YouTube using whatever the new thing is. Or if YouTube became untenable, they'd have the ad exchange.
- hyperhopper 3y agoYou two are nitpicking over "ads" vs "ads exchange" without saying it or talking about it meaningfully
- hot_gril 3y agoYeah, the point is diversification
- emodendroket 3y agoOK, enlighten us then.