Earlier quoted context omitted.
Google basically has Dutch disease.
Interesting. Could you comment a little further? I can see the analogy here to advertising making their other products appear less competitive internally, but it sounds like you may have further thoughts.
Microsoft is so exceptionally lucky they found Satya Nadella. Saying "yes we make untold amounts of money on this but it cannot be our focus moving forward" is almost impossibly difficult. Heck, just look at Norway. They want us to look at them as some post-carbon futureland with their Teslas but everything there is tier-2 compared to oil. They're a petrostate in the same way that Google is an adtech company no less grimy than Facebook, no matter how "not evil" they are.