> Google is an outlier among outlier because they do have several golden eggs but one is much bigger than all the others
What "golden egg" do Google have besides an ad-selling business? Last time I looked into it ads of various forms accounted for basically all of their revenue, somewhere around 85% or more.
>What "golden egg" do Google have besides an ad-selling business?
Google search, Maps, and GMail are the big 3 web services. These don't bring in revenue all by themselves, but they bring users to look at ads which is where they make all their money. There's also Chrome (directs people to Google services and facilitates their use of those services). Finally, there's Android, which is a little different but like Apple, they get revenue from the Play Store on it, and again push users to use their own search engine and browser.
> These don't bring in revenue all by themselves
Thus they're not eggs at all, either golden or otherwise
> but they bring users to look at ads which is where they make all their money
Ad sales is their golden egg. Practically everything else is an egg truck to sell that one thing.
They're absolutely golden eggs, they just don't bring in revenue directly the way other products do.
Ads by themselves aren't a golden egg. Users don't want to look at ads, and certainly aren't going to pay for them. That's why they came up with those other products, to sell ads to advertisers.
It's just like newspapers: historically successful papers like the NYT didn't get rich by doing great journalism and selling papers to people, they got rich selling ads, with the journalism being a way to get people to subscribe to the paper.
Youtube, gmail, photos, etc etc etc - absolutely everything consumer facing is a channel for the ad business.
The only potential outlier is the cloud stuff, but even then I think it's essentially a 'economies of scale' thing, for the same reason Amazon started AWS, rather than a real revenue centre.
What "golden egg" do Google have besides an ad-selling business? Last time I looked into it ads of various forms accounted for basically all of their revenue, somewhere around 85% or more.