> But it isn't like they are that much more successful at software projects than any other company? They are still largely an ads company, no?

They have a ton of other software in 2026. And they have a pretty diverse (and diversifying) income stream today. Like 30-40% from non-ads.

Is it worth it? That’s for them to say, but they can ramp up cloud services at scale pretty fast as a core competency.