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Comment by dgudkov | Hacker News Reader

* Facebook will enter a downward spiral and start declining

* A security breach bigger than SolarWinds will be discovered and will severely affect market position of a major cloud provider

* Google will make its biggest acquisition ever

* Inequality, censorship, and polarization will continue to increase

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> * Google will make its biggest acquisition ever

Which one?

I have no idea. I believe they will start realizing that click-based advertisement is an increasingly unsustainable and flawed revenue model and will look for a ways to start a significant portion of revenue from another source. Assuming that:

1) They don't have time to build it. 2) Since, they will need to buy it, it should be a business that already generates significant revenue, thus the biggest acquisition price tag 3) The longer they stick to click-based ad revenue the lower their chances to diversify and the higher the chance that someone else comes forward with a new revenue model that will irreversibly undermine Google's.

but to be a biggest acquisition, it has to be a few years old unicorn with a solid revenue models at this point. And among the current ones, I can't think of any that would give Google an opportunity to diversify from their click-based ad revenue. Until they do something radical and acquire robinhood or coinbase.

That's true. I would include Shopify and Stripe in the shortlist.

Actually, Stripe is a really good one. Shopify, I dunno, I can't see it meshing too well with Google's current products or google even doing a good job developing Shopify further, especially after being acquired at more than 100B$ valuation. But a Stripe acquisition, I think, will be mutually profitable.

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