Comment by Sir_Twist
7 hours ago
Would Chrome, Android, and YouTube be viable companies without the money-printing engine that is Google’s ad business? I’m for less consolidation in the tech industry, but I wonder whether a good balance could be struck between great services like these versus how they actually make money.
The latter two potentially yes, as they can sell a product. Chrome - not so much: sell the browser, embed ads… nothing palatable.
A $1 a year payment (like in WhatsUp) from all the current Chrome users can easily cover all the reasonable browser development.
Bonus: they might not be able to fund the anti-user behavior like sunsetting MV2, all of the "anonymous audience tracking" that prevents any other advertiser from identifying you (but Google's scale still can), aggressively pushing 'sign in with Google', retracting their stance on blocking third party cookies, continually removing settings that drive user control, and more.
> Would Chrome, Android, and YouTube be viable companies without the money-printing engine that is Google’s ad business?
Short answer? Yes. Long answer? Definitely.
> I wonder whether a good balance could be struck between great services like these versus how they actually make money.
I see you have an unconventional definition of the word "great". I'll take that to mean you're an outside-the-box thinker, so you're in a good position to understand that a break up of Google would radically change all the markets they're dominant in.
If Android 'dies' post-breakup, that would leave a gaping hole in the economy. iOS might fill it, but regulators would need to break them up too. Say iOS 'dies' too, would we all collectively just stop using smartphones? Obviously not. Entrepreneurs who can see opportunity will raise money and hire the right people to build a new OS, foundations will apply for grants to maintain Android or iOS forks, industry standards will form to improve interop and reduce development costs, etc. The sky's the limit!
I'm all for breaking up Google, but how do you see Chrome making money without ads?
If they charged users directly, everyone would just switch back to Firefox.
Why does 'Chrome' need to survive as a standalone company? It never had a business model besides "support Google's monopolies", so it shouldn't survive (IMO). Lots of browser vendors already use Chrome's open source codebase, so those orgs can fork it, or they can collectively come together to fund development, or apply for government grants or something.
I think that Chrome development team members will have plenty of new job and business opportunities available to them if this ever happens. New markets will open up for browser tech that didn't exist before, and I think everyone will come out winning in the end, even users who would never even consider paying money for a web browser.
2 replies →
Search licensing would be one of the big ones
> Short answer? Yes. Long answer? Definitely.
No one is paying for browsers. Maybe there is a market for enterprise support contracts for it, but this is not going to replace the money spigot of Google Ads. If I were to guess, Chrome "as its own business" would go bust very fast, with the staff being picked up by Microsoft (to support Edge, which basically is a Chrome fork) and Apple (to make Safari decent).
Android I'd say could survive, at least as long as it is bundled in the same entity that handles Play Store, that thing is a money printer. Without it... I'd say Samsung won't care, they already have their own marketplace and mess around in AOSP to an unholy degree, and everyone else will either attempt to fork Android like some Chinese brands did, go for Graphene or go bust like HTC.
Youtube... they probably got enough Premium subscribers now to keep the lights on, the problems are going to start when they have to separate their infrastructure. Bandwidth is still insanely expensive and at the moment they benefit a lot from Google being the top dog, able to tell even the largest ISPs "peer with us for free, or else". Without that leverage, with their own infra, bandwidth costs are going to eat them alive.