Saad Ullah
● A recent post by Stock Sharks put Google's ($GOOGL) massive influence into perspective. The company has become way more than just a search engine—it's embedded in almost every corner of the digital world.
● Google holds a 14% stake in Anthropic and 8% in SpaceX. It runs Gemini AI and powers Claude with custom TPU chips. The company dominates 90% of global searches and operates YouTube, Maps, and Android across over three billion devices. That's unprecedented reach.
● With great power comes great scrutiny. Regulators worldwide are circling with antitrust cases, privacy regulations, and talks of digital taxes. These could squeeze advertising margins—Google's main money-maker—and potentially force breakups or structural changes. There's also the risk of talent leaving if growth slows.
● Advertising still drives most profits, but Google's push into AI and cloud computing is both a growth play and insurance against regulatory hits. If governments shift to higher profit taxes instead of revenue-based models, Google could face billions in extra annual costs. Still, its AI leadership might help absorb the blow while keeping revenue growing in double digits.
● Google's impact goes beyond shareholder returns. It generates massive tax revenues and employs hundreds of thousands globally. But as its power expands, so does pressure to share revenues more fairly across countries.
● Investors are still betting big on $GOOGL, but the real question now is whether this dominance can last as regulators and competitors close in.
Saad Ullah
