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by judge2020 1831 days ago
It’s safe to say that the main revenue driver, Google Search, has easy-to-switch-to competitors like ddg or bing. Android is an indirect revenue driver since it defaults to Google search but it’s far from the majority way people get to Search.
1 comments

This is untrue, if you understand who the customer is, and who the product is. As long as Google holds 70-90% of Search, businesses have no choice but to pay Google to run Google Ads. Because most products being sold are using Google, and Google sells the top search result as an ad. Businesses can't meaningfully switch their ad revenue over to Bing or DDG, and the network effects of that ensure Google can't be deposed.