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This is the killer quote:

“No one wants to face the reality that this is an advertising company with a bunch of hobbies.”

It's so brutal but (IMHO) sums up Alphabet in one sentence.



However, many of these "hobbies" actively support ad traffic. Chrome and Android ensured Google's high market share for search & maps while delivering additional ad revenue channels.

By the number of projects most are side projects that make a loss, but the really big ones have a big contribution to Google's success (via ads).


I remember Thiel repeatedly made that point.


I would say that it's a search company that monetizes via advertising. The adwords product is so bad that you'd have a hard time arguing that they care that much about ads.




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