You've hit the nail on the head.

Google doesn't run out of money; what Google runs out of is the things money can't buy in the short run, and at their scale that's employee hours and (surprisingly) compute and storage bandwidth (because they're building infrastructure at such volume that they end up saturating supplies and literally can't get more hardware at a reasonable price-point to run all the services they want to run).

Too much breadth of services cuts into how much load they can bear on services that are business-core or revenue-positive.