I don’t see a path for Waymo either. With crime as high as it has gotten in the likes of SF, LA, Portland, Seattle, NYC, without a dude inside these cars will have a fairly short lifetime. Ads, idk, I haven’t seen them in the last 15 years, and their decision to disable ad blocking in Chrome sounds like desperation to me. Search engine duties are better handled by some company which does not insist on filtering search results for political reasons. What else do they do? Android/App Sore? Ok, I think that has staying power. Google Workspace (or whatever it’s called)? That’s rolled up into Cloud, thanks to it it makes a small profit. So no, I’m not bullish on Google at all. I have sold my entire position.