The DOJ drives me crazy with its unending passion to suddenly attack our best American big tech businesses. Even Cramer totally went off on DOJ and is concerned wrt DOJ overreach.


Monopolies can be good for shareholders, but are often not great for consumers or for the economy in general. (yes, with a market share above 90% Google has a monopoly - and it would be difficult for a competitor to disrupt that business). However, it seems they are always "a step behind" the market. In this case (and in the case of MSFT) - the market is shifting. For MSFT it was shifting from a desktop OS to a Mobile OS + Cloud Platform Services. In both cases they faced credible competition (Apple, Google, AWS, etc...) and as it turns out the desktop business was already "toast".

Imagine if they had spun off desktop software as a separate business, what would be the value of it today? 1/100th? the value of MSFT stock?

I think with Google, AI is likely to be the next battle ground and they already face credible competition in this space.

tecmo
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