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YouTube, Apps & Subscriptions

Focused research on YouTube, Google Play, hardware, and subscription products—tracking user engagement, creator economics, product experiments, and how non-search franchises contribute to Alphabet’s diversified revenue mix.

Inside Google's New Android Distribution Contract: Identity, Fees, Gatekeeping

By KAPUALabs
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Agentic Software's Cloud Era Begins as MCP Becomes Stateless HTTPlike Infrastructure

By KAPUALabs
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The Bull and Bear Case for Alphabet's Trust-First Strategy

By KAPUALabs
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From Search to Trust: Platform Governance Redefines Big Tech's Value

By KAPUALabs
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MCP Goes Stateless: Bull vs Bear Case for Google's Agentic AI

By KAPUALabs
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Alphabet's AI Masterplan: Speed, Scale, and Vertical Integration

By KAPUALabs
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Alphabet's AI Masterplan: Speed, Scale, and Vertical Integration

The AI Agent Infrastructure Report: Governance as the Critical Control Layer

By KAPUALabs
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The AI Agent Infrastructure Report: Governance as the Critical Control Layer

MCP 2026-07-28: Enterprise Overhaul and Security Risks

By KAPUALabs
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MCP 2026-07-28: Enterprise Overhaul and Security Risks

Why WhatsApp AI Integration Rules Reshape Alphabet's Future

By KAPUALabs
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Why WhatsApp AI Integration Rules Reshape Alphabet's Future

Alphabet's Smart Glasses: A Platform Play for the AI Age

By KAPUALabs
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Alphabet's Smart Glasses: A Platform Play for the AI Age

Fortnite's Return Exposes Google Play's Fragile Commission Model

By KAPUALabs
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Fortnite's Return Exposes Google Play's Fragile Commission Model

Android at a Crossroads: Bull Case for Expansion, Bear Case for Developer Trust

By KAPUALabs
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Android at a Crossroads: Bull Case for Expansion, Bear Case for Developer Trust