Source: https://www.cbinsights.com/research/report/google-strategy-teardownGoogle's next big thing will likely come from one of its new priority areas, like cloud, transportation, and healthcare. Each has a massive, global addressable market and plays well to Google's strength in AI.
GO O GLE IS TURNING I T SELF IN T O AN AI
CO MPAN Y AS I T SEEKS T O WIN NEW M ARKE T S
LIKE CLO UD AND TRANSPO R TATIO N
Google’s next big thing will likely come from
one of its new priority areas, like cloud,
transportation, and healthcare. Each has a
massive, global addressable market and plays
well to Google’s strength in AI.
As the digital world evolves, Google is taking a multi-pronged
approach to maintaining its dominance in the search and ad
business, which makes up the vast majority of its revenue.
Search is migrating across mediums, with users gradually moving
from desktop to mobile devices and voice assistants — a shift
that directly threatens Google’s moat in search and advertising.
As competition rises in the mobile and digital assistant space,
and concerns over privacy and data management mount, Google
has been forced to adapt.
To maintain its foothold and protect its main source of revenue,
Alphabet (Google’s parent company) is positioning itself to
dominate adjacent sectors — such as digital commerce, branded
hardware products, and content — and attempting to integrate its
services into every aspect of the digital user experience.
The company is also seeking out new streams of revenue in
sectors with large addressable markets, namely on the enterprise
side with cloud computing and services. Furthermore, it’s looking
at industries ripe for disruption, such as transportation, logistics,
Unifying Alphabet’s approach across initiatives is its expertise
in AI and machine learning, which the company believes will help
it become an all-encompassing service for both consumers
In this teardown, we dive into Google’s multi-pronged approach to
maintaining its search platform dominance, outlining the strategic
investments, acquisitions, and partnerships across
its top priorities moving forward.
Alphabet’s structure and background
AI centricity: Embrace an AI-centric appro