1) Nothing like seeing $100b of equity value created at Zoom over the last 9 months to focus the mind.
Google is the biggest underachiever I have ever seen relative to their opportunity set and underlying competitive advantages.
2) Payments, productivity, cloud, messaging.
The list of missed $100b plus opportunities for equity value creation is hard to fit in one tweet.
"A few hundred billion here, a few hundred billion there, pretty soon you're talking real money" to misquote Everett Dirksen.
3) Although $1 trillion of market cap isn't exactly failure 😀 and perhaps success in logical adjacencies would have invited regulatory scrutiny much earlier.
4) Always think of those surveys showing that most consumers could live without Facebook/Amazon/Apple/etc. but almost no one can imagine life without Google.
Really is one of the most essential daily utilities.
You can follow @GavinSBaker.
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