[dragonwriter]

> But still ads are ~95% of their revenues.

~88%, but there's still $3 billion quarterly in other revenue in Google.

> Google has a lot of balls in the air and only one of them is profitable.

That's not clear, because while Alphabet breaks out operating income and loss between Google and Other Bets, they don't break out that within Google, only breaking out Revenue. At least in summary docs. Other Bets aren't profitable, but it's not at all clear that the non-advertising parts of Google aren't.