'Google's main business is advertising.

They can grow into other areas by acquisitions and investments but generally not with the same high margins that their advertising business enjoys, so they really need to keep growing advertising for you to do well as an investor.'

Watch: YouTube can grow to a $240 billion standalone asset, says SVB MoffettNathanson's Michael Nathanson

Interesting CNBC discussion-240B possible with YouTube. They see maybe 10M new YouTube TV subscribers over the next 3-5 years and it may become a huge media asset beyond their huge ad business and Comcast and Charter cords will continue to wither. FYI- The scuttlebutt from my middle school boys is that they enjoy the YouTube shorts and videos as much as playing their video games.

I imagine they are also underpromising their AI potential and will ultimately overdeliver results with their data, talent and thick wallet.

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