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G is for Google

googleblog.blogspot.com

271–280 of 607 posts

Re: G is for Google

#271

Earlier quoted context omitted.

Alphabet is only missing a startup accelerator, why wouldn't Sergey and Larry now focus on earlier stage themselves? All those ambitious things can be achieved better by a lot of startupa competing in parallel.

V is for Ventures and Capital W is for Wing X is for X Lab Y is for ...

Yolo

Re: G is for Google

#272

Actually reading the first few paragraphs of the form 8(K) was more illuminating than the blogpost. "Under the new operating structure, its main Google business will include search, ads, maps, apps, YouTube and Android and the related technical infrastructure (the “Google business”)" "In connection with the new operating structure and upon completion of the Alphabet Merger (as defined below), Larry Page will become t…

I find it also interesting the non - Google companies: Businesses such as Calico, Nest, and Fiber, as well as its investing arms, such as Google Ventures and Google Capital, and incubator projects, such as Google X, will be managed separately from the Google business. Fiber is the most notable to me - seems they see this as more than an experiment and are looking to expand. YouTube not separating is an interesting on…

I think the idea was to keep anything related to ad revenue all together under Sundar, and Youtube is definitely a part of that.

Re: G is for Google

#278
post #72

Earlier quoted context omitted.

I wondered if the reorg would have any impact on the stock price. Given this joke, now I really wonder. Are we sure it isn't April 1st? Are we sure this press release isn't a hoax? This is so wild I'm having trouble believing any of it.

One thing I've heard is that this would help them in terms of taxes, allowing them to write off projects that don't make money, although I'm not entirely clear on how Alphabet would accomplish this. That would be no joke if that was a reason to do it.

The first thing I thought of involved the regulations and other troubles that Google was facing in the EU. Those troubles seemed to summarize as "Google is too big and is taking advantage of its large market share". Alphabet looks like it'll fracture the google businesses more, which might help reduce the issues they're facing in the EU.

But that's just my best guess

Re: G is for Google

#279
post #188

Earlier quoted context omitted.

[deleted]

Don't misunderstand me, it isn't dislike, its amazement. Some things really do well under multiple companies, think BASF or Siemans where the core that holds them is something common to all the sub-companies. But historically tech companies do not prosper in that model, and generally for a similar reason, there isn't anything in common between the companies except maybe there are smart and talented people working the…

The difference I see is that Google isn't unbundling their core businesses from each other; we're not getting something like Sun splitting SPARC and Solaris.

Search, Android, Chrome, YouTube, Maps, etc. are all staying under Google. The stuff that's going under other Alphabet subsidiaries is the stuff that's totally disconnected from Google's core businesses, like Calico, Life Sciences, etc.

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