Google is a 1.5 trillion dollar advertising company. There simply isn't enough content in the world to monetize to keep Google growing YoY. All companies reach this point. Some glide to a natural equilibrium point (McDonalds, Subway), some cook the books and implode spectacularly (Enron), some oversteer in the other direction and fall down in chunky movements (Meta).
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Google is a 1.5 trillion dollar advertising company. There simply isn't enough content in the world to monetize to keep Google growing YoY. All companies reach this point. Some glide to a natural equilibrium point (McDonalds, Subway), some cook the books and implode spectacularly (Enron), some oversteer in the other direction and fall down in chunky movements (Meta).
Yeah, Google's only hope is basically pouring money into AI in the hopes that they'll come up with another Google. Can't say it seems likely.
Or, crazy idea, they can accept they have absolute boatloads of money and are making tons more, and that this is enough.
Can't do that!! Must Have Growth ... Must Have Growth.