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In a surprise win for the makers of Fortnite, a jury ruled that Google engaged in anti-competitive conduct by suppressing other app stores and banning alternate payments
The case makes a nuanced argument about how Amazon abused monopoly power through anti-discounting measures and tying in Prime with Fulfilled by Amazon
The company got to profitable growth by cementing its first mover advantage and doubling down on retailer relationships but faces competition from incumbent giants
What makes advertising attractive is that it's a 100% margin product that can subsidize the lower margin core business.
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Google's earnings miss looks a lot like Facebook's, and that's a credit to Google. The company is being more aggressive than they get credit for.