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they basically sort of predicate their future to their ability to raise the next round so that they can continue sustaining like the fact that they're losing a bunch of money as soon as someone uses their product... you wonder if they're going to be able to raise, you know, more capital. I'm sure they will, but it's just insane. So it's a race to the bottom.
Well, it's a race to the bottom. That's that's sort of the the issue. So, you have all the funding that they raised that essentially is sponsor sponsoring all those all this usage, right? and they basically sort of predicate their future to their ability to raise the next round so that they can continue sustaining like the fact that they're losing a bunch of money as soon as someone uses their product. And unfortunately like they're getting to a point of like the the cash needs that they have ar
as Microsoft continues its Revival as Google and Facebook others open offices um in in Seattle um to compete on an engineering level we mentioned cloud computing earlier in the show that might be in the long term Amazon's biggest business honestly it is growing at such an enormous rate fast it's certainly more profitable the Amazon web services and it is growing at a much much faster rate than the primary business your competition there is is Microsoft which is in your backyard
um but they're way far behind Amazon they are um and probably Microsoft as well Andor yeah for sure right
the the google.com the ad business is just not going to be exponential growth it's just going to be this sort of like predictable Microsoft IBM level mature growth therefore it's not going to get valued well
Google is just an ad Network at its core 99% of the revenue advertising