—
no predictions resolved yet
0 pending · 0 expired
2
companies · 4 data points
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