[dmix]

Almost all of those businesses tie back into their main business which is advertising.

Who is going to sell those ‘neat silos’ cheap advertising to survive with no other business model? Google?

[lallysingh]

Search advertising is different from web display advertising is different from streaming video advertising.

The cloud services (Enterprise apps, hosting, etc) don't need it.

  I think we'd probably see a worse Gmail (worse ads or aggressive upsells).