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Comment by AbrahamParangi

Microsoft and Apple are platform companies. Each product is intended to reinforce and expand the platform, and you see this reflected in that both companies have a diverse mixture of revenue sources. I think we can understand these companies as fundamentally having a strategy where the goal is to reinforce the value prop of "building on Microsoft" or "living on Apple".

Google, however, is much more of a one-hit-wonder from a revenue perspective. While Google has had many societally impactful products, they mostly do not move the needle on revenue. Google's revenue is 80% ads and 75% of that ad revenue is from search ads.

I think the implication of this is that because Google doesn't make money from their interlocking services but rather from their near-monopoly on search ads, the incentives for them to actually behave like Microsoft and Apple (where you can trust long term support) just aren't there.

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