[airnomad]

Problem with google is that they are losing data game.

They own the web but meanwhile web became only one medium among many and a lot of companies build their own "web"

Instagram app is essentially a browser to use IG's private "web" of content google has no access to.

Same goes for twitter, even Snapchat.

So attention wise, google is loosing dominance as other companies are building their own protocols on top of web.

Speaking of data,they own search intent (via Google) and web content (via Google analytics).

However I'd say Facebook is ingesting way more data on non-content usage. They made much easier for advertisers to connect into FBs audience graphs and cross reference and retarget based on first-party visitor profiles.

[xz0r]

> Instagram app is essentially a browser to use IG's private "web" of content google has no access to.

Search engines are meant to index the open web. IG's public profiles are still being indexed by Google. Google is winning the data game from an ad-tech point of view but not loosing it.

[hobofan]

If you go with that kind of thinking, then I would say that they also mostly own location data. I'm more and more regularly seeing ads on my Google Maps, so it seems they are gearing up on monetizing that too.

Even with being locked out of that silos, I wouldn't be too worried about Google, as it seems that it barely hurt their income streams.