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veidr 6 days ago

Well, "pivot" implies the core business has failed and you're like "oh shit, let's do X instead".

Stadia was just Google's New Coke, Apple's Mac Cube, or Microsoft's MSNBC (or maybe Zune.

When they can't sell ads anymore, they'll have to pivot.

swiftcoder 6 days ago | parent [-]

> Well, "pivot" implies the core business has failed and you're like "oh shit, let's do X instead".

I mean, Facebook's core business hasn't actually failed yet either, but their massive investments in short-form video, VR/XR/Metaverse, blockchain, and AI are all because they see their moat crumbling and are desperately casting around for a new field to dominate.

Google feels pretty similar. They made a very successful gambit into streaming video, another into mobile, and a moderately successful one into cloud compute. Now the last half a dozen gambits have failed, and the end of the road is in sight for search revenue... so one of the next few investments better pay off (or else)

devin 5 days ago | parent [-]

The link you posted has a great many very insignificant investments included in it, and nothing I've seen Google doing has felt quite like the desperation of Facebook in recent years.

I didn't really see it at first, but I think you are correct to point out that they kind of rhyme. However to me, I think the clear desperation of Facebook makes it feel rather different from what I've seen Google doing over the years. I'm not sure I agree that Google's core business is in jeopardy in the way that Facebook's aging social media platform is.