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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (20857)	10/10/2024 11:02:20 AM
From: sandeep	1 Recommendation Recommended By Kirk © Respond to of 26384

And why should it be broken up? In this case, they were paying for access. That is a weak position. Others could have bid more. I want companies to be making enough money to spend on things like Waymo.

To: Kirk © who wrote (20857)	10/10/2024 11:15:33 AM
From: #Breeze	1 Recommendation Recommended By John Carragher Read Replies (2) \| Respond to of 26384

It won't. Will go on for years.

To: Kirk © who wrote (20857)	10/10/2024 12:25:23 PM
From: CrashDavis	3 Recommendations Recommended By Kirk © Thomas M. toccodolce Read Replies (1) \| Respond to of 26384

Kirk, I don't have a view on breaking up Google personally, but I think the main argument for break up is they have too much power. If the current Biden DOJ wants a breakup, one would think that a Trump admin might want a break up of a powerful left leaning company. Youtube especially could be spun off. Just last week an account I like, Glenn Diesen, posted that Youtube yanked his account and directed followers to Rumble. Jeffrey Sachs subsequently intervened and Diesen's Youtube channel was reinstated. I think Diesen's only offense was being critical of the West's position on Ukraine war. I suspect that there are many in DC on both sides that would like to see Google's power curbed. If a breakup occurs it will be for that reason. Too much power outside the beltway

To: Kirk © who wrote (20857)	10/10/2024 5:23:46 PM
From: Kirk ©	Respond to of 26384

I like it together. I watch much of my sports and anything ABC on YouTube TV. The local ABC station seems to only broadcast in 720p if that so some shows and sports events look like crap as the pixelation can't handle it. By owning YouTube, Google doesn't have to pay about 30% of the click revenue for the ads it serves on YouTube. That probably means less commercials. As for YouTube TV, it seems to be a separate aggregator much like the old cable and DISH bundles. DISH didn't want to pay a fixed fee to either Disney (ESPN and ACCN) or Comcast (NBC Sports Bay Area that carries SF Giants and Warriors games) so I had to add YouTube TV. There is a ton of duplication but I prefer a traditional DVR that doesn't have the delay on the fast forward and reverse, especially important for Sports where I like to spool up live shows, do some shows then FFD through commercials. It is pretty clear at how poor this DVR feature is on Apple and Amazon that they want to charge us a fortune then subject us to their BS advertising on top of it. Anyway, we need a lot of competition and I hope the DOJ doesn't ruin YouTube TV.