Monday, February 16, 2015

Google, The One Trick Unicorn.

A lot of people like having the discussion of picturing Google as this evil, all seeing dystopian future type conglomerate.
While Google does all but admitting to be one (A monopoly with more power than politicians, buying AI and robotic companies, creating self driving cars etc.), it's still a bit far from reality.

So let's take a step back, and see what Google is. It's the biggest ad tech company in the world. Google makes money from pushing ads.

Not a content company. Not a hardware/ space/ AI company. Not a social network, email provider. Not a hosting company.

A huge ad company.

How big is it?
It's about as big as Microsoft in terms of market capacity, but earns 44% less. And Microsoft does a lot more business than just ads.
Google is almost twice as big as Facebook, but Facebook is leaner and growing like mad these days - And video monetising is yet to come.

But the biggest fear of Google, being a one trick unicorn (I refuse to call Google a pony), is being disrupted. Because people are aching to disrupt them.

So Google is not just trying to take over the world. It MUST do that in order to survive. It needs another meaningful business. Something that IBM, Apple, Microsoft and other tech giants which are here to stay have done.

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