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My point is that of the five we are discussing Apple has consumer sales down cold, microsoft has pockets of briliance, Amazon is huge, Fb at leasthss a way to get consumer $$$ and Google is nowhrre to be found. Only the first three have end to end infrastructure and sales and only the first two...

I'm with you but here's the thing. Google is a product company now but the buyers are the advertisers not the eyeballs. If they were a platform company they would have to be one for the eyeballs, er consumers and they have no idea how to deal with consumers at all. Everything that's wrong with...