[drdrek]

There was never a better business than the internet tollbooth google had. The crawlers and search basically costed nothing and made billions in advertisements. Everything else was a desperate effort to use the huge amounts of money the money printer was spewing fast enough, So they had a lot of "fat" to do things that did not directly relate to the business.

Now with Youtube and AI its going to be great businesses, but not 99% profitability great. Nothing is 99% profitability great like search used to be.

You will see Google stock go up and down in the short term, but the fate is already sealed. Sooner or later they will be welcomed to the club of Intel and IBM.