1. Google Search+search ads
2. YouTube
3. Chrome
4. Android
5. Content ads
Mozilla seems to be doing just fine. I'm sure Chrome, Inc. could figure out some way to monetize itself.
Android is installed on over 2.5 billion devices worldwide. If they couldn't figure out how to monetize that, then they would have no business being in business.
Adsense/Doubleclick/whatever they're calling it right now makes billions of dollars per year.
All five parts would be monstrously large, powerful businesses on their own. The fact that they're all smooshed together stifles competition and innovation.
Android could be something, maybe, but if you remove Google's services and AI on the backend it's just a third rate iOS rip-off.
Content ads likewise rely on low cost networks, infrastructure, and having everyone's profiles available to them for ads targeting. Remove access to profile and make them fend for themselves, and it's an open question whether they'll survive.
I do agree with your last point though: having all these things as a single monolith presents an insurmountable obstacle for other companies to enter the corresponding markets.
Traffic stats show YouTube and Netflix [0] pretty close so people are obviously delivering video for profit.
This still means YouTube doesn’t need google’s infrastructure to stream video.
yes! they would have to improve or die! that's one of the points of anti-monopoly legislation and enforcement
They make their money from Google for being the default search provider.
Chrome could come to the same deal, but is it really splitting the company up then if they're able to negotiate a deal for big bucks from Google/Alphabet?
Every single reliable indicator is that Youtube is still barely profitable. But even then, they make their money from Google ads.
Android is installed on over 2.5 billion devices worldwide. If they couldn't figure out how to monetize that, then they would have no business being in business.
And it came out in the Oracle trial that Android has only made a $17 billion dollar profit since it existed.
(Sidebar: I hadn’t seen the “$17 billion profit” figure before. By any reasonable standard, that is a staggering amount of profit.)
If the ad business is required to let other search engines compete on the same terms as Google, it will remove the largest barrier to entry for small companies on search.
Splitting monopolies always come with extra strings attached, and this is a obvious one you can expect to be there.
It’s only not a good business model now because Google makes all these services free. These services could make money on their own if they had too.