The advantages of a single platform are as obvious as the disadvantages. In that they are often whatever you want to frame them as for a narrative. I do think Google will continue to get results out of their tooling, as long as they are investing in the tooling. But that is not zero cost. Is it worth it for what they are doing? Largely seems to be. But it isn't like they are that much more successful at software proj…
If GCP was its own company it would almost be a Fortune 50 company on its own. Youtube would be a Fortune 100 company. That seems a lot more successful than most software companies. Meta on the other hand, really just has ads.
GCP makes more revenue than Oracle, which is in the 96th spot. Also YouTube was 2x Paramount revenue in 2025.