Earlier quoted context omitted.
I think the suggestion is breaking up alphabet, which is quite literally loads of companies. YouTube, Google search, deep mind, Google fiber, waymo, Fitbit etc Seems pretty easy to break up if you want to.
The parent's point was that breaking up Alphabet in any way that leaves Google Ads contiguous is insignificant. When you go to the barbershop and get a haircut, you've broken up your person into 100,001 individual pieces, but that hasn't solved your weight loss problem, because the 100,000 bits of hair are only a few hundred micrograms each and the one piece that is your body still weighs 90 kg. Google Cloud is big e…
Google cloud gotten profitable enough that they only spent $5B to earn $4B in revenue last quarter. After a dozen years that's the best ever (classic case of monopoly leverage to get into a different market).
Advertising is "only" 81% of revenue but almost 100% of profit.
Some other commenters have proposed that properties like YT and Android drive ad traffic but when I looked at the last 10Q it looked like YT was about 10% of ad revenues. I believe Android is a net loss but worth it in that it's an offset to reduce payments to Apple. But I just skimmed the filing because this is just an HN comment.