Earlier quoted context omitted.
Google's core business is advertising.
Anyone who disagrees with this other Jacques is invited to take a squiz at Google's annual reports. Any of them since the introduction of adwords and adsense. It doesn't matter which. They all basically read the same.
Indeed – perhaps I was wrong to say that they don't currently know what business they're in – rather, they haven't known and recently, they've re-aligned around a singular strategy focused on that.
The problem is that for so long, they built their public facing brand on a completely different premise and image. Therefore, as they've re-aligned, they're facing a bit of cognitive dissonance in the minds of their products (err, the public).