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On the one hand it seems Google is unstoppable. Google can do everything. But I think iPhone showed an alternative path. Now most people are actually using apps (not Google) on mobile for different functionalities. I guess this is the argument that Google has been making but I buy that. My guess is 20 years from now Android, YouTube, Google Maps, etc. would be more valuable for Google than search.

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>Google is unstoppable.

Google having to pay $10-$12B a year to Apple just for being default search engine. All while Apple is working on stopping cookies and now VPN that takes away all the information Google could use for Ads. And Siri Search being Apple's default recommendation results means most of the valuable ads search term revenue are now out of reach for Google. That is ~1.4B Apple Active Devices. ( Apple TV or other Appliance being counted or not is a rounding error ) and Growing.

If App Store spendings are any indication Apple user tends to spend twice as much than Google Play.

Basically Apple is squeezing Google left and right. ( Incidentally they are also what they are doing it to suppliers and developers )

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