Google really had developed only 2 good products(not including acquisitions such as YouTube): search and gmail. Their primary cow to milk has been search. The rest (I.e cloud compute) is not really a moat. I think we are facing a revolution/rotation where the these companies may start to become just “old businesses”(I.e IBM, AOL).

Yes but it's like the meme: the old is deprecated and the new is not ready yet.

It's not when it happens involuntarily :-D

Their stock is down 13% today from this news and only up 2% over the last year.

Yeah, diversifying into supporting the Gaza genocide.

https://www.democracynow.org/2026/10/29/sofia_liguori_google...