Re:Google is rebranding storage plans as “Google One”
by clhodapp on Tuesday May 15, 2018 @01:43AM
(#17071898)
Interesting insight, thanks!
Re:Google is rebranding storage plans as “Google One”
by ethbro on Tuesday May 15, 2018 @01:29PM
(#17075751)
The irony is that the whole game is not that different from the mortgage backed security products that torched the world.
The market's a lot smaller, but it looks a lot like the same information asymmetry that led to more and more complicated instruments being created and sold (in what was at its base a game of trying to push leverage).
Ad revenue at Google / Facebook scale is a magic money box. In that they can tell Wall Street (and deliver) ever increasing monetization per user.
Once they start directly charging users, they can't increase that invisibly via "better" ad tech anymore. Any increase is directly passed on to the consumer. AND ceiling just became users * subscription fee.