[huytersd]

People have been saying that about Microsoft for ages but it keeps growing and chugging along. I use a minimum of 7 Google products everyday, they came up with all of the research for LLMs, they have the only self driving car that actually works, run the largest smartphone OS in the world by a mile etc. They’re not going anywhere.

[crop_rotation]

Microsoft has built an Enterprise business that has too many lock-ins (Active Directory, Office specially Excel), that even if they make many missteps the business will keep pumping money, and makes it easy to sell new products to the same audience (Azure/teams). Enterprise companies run very very long even when they decline (IBM/Oracle).

Google's ad business while printing cash is very brittle. Consumer taste can change any day and can cause Google to suddenly look at some big percentage drop. Ad is still the only moneymaker of the company. All the products you listed above are not making money, most money comes via search ads (which Android surely helps to), and that can go the way of Altavista due to several reasons (people moving to chatbots, iOS changing default or allowing new engines, regulators forcing chrome/android to randomize default).