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.

Alphabet's AI Bet: Ecosystem Fortification Versus Search Disruption

Analyzing the investment thesis behind Alphabet's comprehensive AI integration across Android, advertising, and robotics against existential threats to search revenue.

By KAPUALabs

/ 2 Mar 2026