I am not very bullish about the future of ads but I don't see Google being limited to ads. Search is not valuable enough for users at the moment to pay for it. But with the advent of AI, your "AI companion" will become so valuable that users will probably pay hundreds of dollars per month for it.
Apart from that, they build phones, run datacenters, develop self driving cars, business software ...
As for Azure, I think Googles cloud business is in the same order of magnitude. I don't see one of them having a long term competitive advantage here.
As for Apple, I think consumer demand in tech will grow just like business demand in tech will grow. And I don't see anyone disrupting Apple either. They will just continue to iterate and grow.
IF some new development appears on the horizon, then it will be interesting how the 3 CEOs will position themselfes. But at the moment, I don't see anything that will disrupt any of these companies.
Apart from that, they build phones, run datacenters, develop self driving cars, business software ...
As for Azure, I think Googles cloud business is in the same order of magnitude. I don't see one of them having a long term competitive advantage here.
As for Apple, I think consumer demand in tech will grow just like business demand in tech will grow. And I don't see anyone disrupting Apple either. They will just continue to iterate and grow.
IF some new development appears on the horizon, then it will be interesting how the 3 CEOs will position themselfes. But at the moment, I don't see anything that will disrupt any of these companies.