[tsunamifury]

This is simply not possible. When I left Google AAR per North American users was $1200/y. I’m betting it’s close to 2k now.

Try turning down that money for 20 bucks a months. Subscriptions will never scale due to one simple fact. When a subscriber pays only one party pays and has a ceiling. When advertisers pay an infinite number of parties can pay per user with no ceiling other than performance.

Ad tech is just getting started.

[edouard-harris]

Surely that can't be right? The US + Canada together have a population of under 380M. Even your low-end ARPU number of $1200 per year would imply North American revenue above $450B, far higher than Google's entire 2023 annual revenue of $300B [0].

(Even correcting for market share isn't enough, as Google Search has over 90% penetration in the US [1].)

[0] https://www.statista.com/statistics/266206/googles-annual-gl...

[1] https://www.similarweb.com/engines/united-states/

[tsunamifury]

Definition of user is doing a lot of lifting here, if I remember it was like signed in, 1da, 2+ products. Scope and scale at google made things really different than other places.

They defined users from a business sense as something we wanted to achieve within the product ecosystem -- not just randos using the product occasionally