In the world of technology, few companies have demonstrated enduring dominance quite like Google.
Microsoft tried to challenge its supremacy through Bing — and failed.
Apple attempted to displace its influence on mobile — and failed.
Warren Buffett famously regretted missing Google’s IPO in 2004. But in one of his final investment moves before retirement, he made it right — by buying into Google.
Why?
Unmatched Market Leadership:
90% market share in Search
72% share in mobile OS (Android)
71% share in web browsers (Chrome)
39% share in digital advertising, reaching 90% of internet users
In 2025, Google surged 62%, reaching a $3.5 trillion market cap — now the third largest company globally.
Core Business Engines
YouTube: Acquired in 2006, now the world’s premier video platform
2.5+ billion monthly active users
$36.1 billion in ad revenue (2024), up ~15% YoY
Android: Powers over 3 billion devices worldwide
Chrome: Dominates the browser market with unmatched user reach
Search & Ads: The backbone of the internet, highly profitable and resilient
Google Pixel: Fastest-growing premium smartphone in 2025
Google Maps: Default global navigation app
Google Workspace: Core productivity suite with millions of paying customers
Google Cloud: Now with 13% market share, growing rapidly and operating profitably
Next-Gen Bets on the Future
Waymo – Autonomous vehicle platform, now running fully driverless operations in U.S. cities
Gemini – Google’s next-gen multimodal AI model, outperforming peers in benchmarks
TPUs (Tensor Processing Units) – Google’s custom AI hardware powering Gemini and client AI needs
DeepMind – Breakthrough AI research team behind AlphaGo and AlphaFold
Quantum Computing – Pioneering qubit breakthroughs, with massive long-term potential
Verily – Targeting the $1T+ healthtech market with AI-powered care platforms and clinical research tools
Why It’s Unstoppable
Google has been refining algorithms and collecting data for 25+ years — its AI lead is unmatched
Operates the most-used products across search, video, browser, and mobile
Holds $100 billion+ in cash, enabling bold, long-term investment
In 2024, Alphabet reported $112.4 billion in operating income, with a 32% margin
To State the Obvious
Google is not just a market leader — it is the infrastructure of the internet. Its competitive moat is so wide, it’s almost uncatchable.
A monopoly in plain sight — powered by the most advanced AI infrastructure on the planet.
