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Published · transcript-backed

Ben Gilbert: observation

26 Aug 2025 Acquired Google Part II: Alphabet

“The only way it could have gone better is if instead of launching Android, they launched the iPhone and they also got the iPhone profits rather than just some small dollars that protected their core business.”

— Ben Gilbert

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Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
observation
Recorded
26 Aug 2025
Publisher
Acquired

Transcript context

…Yeah. It is the Google version of Azure from our Microsoft series. It absolves any and all sins, not that there were many at Google. The only one was Google Plus. The only way it could have gone better is if instead of launching Android, they launched the iPhone and they also got the iPhone profits rather than just some small dollars that protected their core business. That was my playbook. Then my quintessence is, it is wild that this one company has eight products with over a billion users and started this era with just one Search that didn’t even have a billion users yet, but Search, Android, Chrome, YouTube, Gmail maps, drive photos, and then if you count the Playstore as separate from Android, which Google does, I think that’s a bit of a stretch. But if you do then they have nine products with over a billion users. Just for context, Meta is the next highest count of products in one company with over a billion users. They have four, the Blue App, WhatsApp, Instagram and Messenger. Meta likes to claim they have five. They like to say that Meta AI in aggregate has over a billion users embedded across all their products.…

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