YouTube made $30B in revenue last year. 10% of Alphabet’s revenue. Google services margin is around 30%. Even if YT is burning money they are likely making $5B

YouTube made $30B in revenue last year. 10% of Alphabet’s revenue. Google services margin is around 30%. Even if YT is burning money they are likely making $5B in profit. They don’t report profit by income streams. Google was one of the first internet scale companies with likely 10s of millions of servers and fiber that they own around the world. They are also doing quite well in Cloud. Not as well as Azure and AWS but that division is growing. At this point, something like Tiktok with a better sticky algorithm is the way to beat Google. One of my mistakes was thinking Facebook will be crushed by Google. Plenty of blind spots when you’re a big ship like Google.