>Naive takes.

You could probably make a stronger point without an attack like this.

Good point. Edited

Long term diversification need at this point might be a little bit questionable. Like, will a global information network without ads ever exist? They just need to not lose in ads. Granted, they could lose access to more and more content walled gardens, but they could perhaps focus on penetrating those instead of focusing on distractions?

Once companies grow as big as Google nothing really moves the needle. They need to acquire competitors to grow revenue.

Any Google service that doesn’t meaningfully impact the next quarterly earnings should start getting ready for the chopping block.

First you loose the ability to build things and then you loose the ability to buy good things instead of crap.