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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

Deep dive into registration requirements, regional exemptions, and Play's antitrust exposure shaping Android's shift from open sideloading to conditional access.

By KAPUALabs

/ 3 Aug 2026

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

With Samsung and fashion partners, Alphabet aims to control the decisive chokepoint in ambient AI, mirroring industrial era infrastructure contests.

By KAPUALabs

/ 9 Jun 2026

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

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

As Epic Games reignites app store battles, Alphabet must rethink its gaming revenue strategy.

By KAPUALabs

/ 9 Jun 2026

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

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

Google's aggressive platform moves could fuel growth or alienate its core developer community.

By KAPUALabs

/ 8 Jun 2026

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

Alphabet's Data Moat: The AI Age's Unrivaled Infrastructure

In the era of artificial intelligence, Alphabet's ecosystem of 13 billion-user services forms a new industrial base.

By KAPUALabs

/ 7 Jun 2026

Alphabet's Data Moat: The AI Age's Unrivaled Infrastructure