Earlier quoted context omitted.
Sounds a lot like Google as well
In 2026 we need to update our mental model of Google. Google has been wildly successful at adding diversification. Around 40% of Google’s profit (depending on the quarter) comes from non-search income. They build a wildly successful cloud platform, they’re expanding their subscription services, they’ve got enterprise offerings, etc The trick is that Google accepted that none of their other business would likely have…
Interesting I didn’t realize they had become so diversified.