Earlier quoted context omitted.
I think YouTube, which has a paid and ad-free version along with its Live TV offering, somehow manages to still be a sleeper hit within the larger Google portfolio and doesn't get talked about enough.
What happened to the Waymo hype? If Waymo manages to break through and become a sufficient AI taxi, then car ownership becomes optional for a majority of Americans (unlike today).
Google's gotten through the first 95% of the work, but the remaining 95% is gonna take awhile.