[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Joseph Carlson [@joecarlsonshow](/creator/twitter/joecarlsonshow) on x 79.1K followers Created: 2025-07-20 02:43:29 UTC How do I come to this conclusion? YouTube is growing by XX% (just ads, not including YouTube premium which is huge) and has more TV watch time than literally anything else, and it’s gaining market share. Netflix internal management estimated a valuation of a trillion by 2031 (which is reasonable) and we have many reasons YouTube will be worth more. Google Cloud is bigger than YouTube, growing much faster, and likely has higher margins. So if YouTube is worth a trillion in 2031, cloud should be worth as much or more. Now, would Google be a good investment if search literally went to zero? Probably not. But the point here is that this company is way bigger than just search, and the wide diversification into incredibly dominant businesses gives you good downside protection. I don’t just look for upside, I look for how I’m going to lose money on a stock. And it’s difficult to find scenarios that you lose a lot of money on Google over the next five years.  XXXXXX engagements  **Related Topics** [ads](/topic/ads) [youtube](/topic/youtube) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [$googl](/topic/$googl) [Post Link](https://x.com/joecarlsonshow/status/1946762858932703239)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Joseph Carlson @joecarlsonshow on x 79.1K followers
Created: 2025-07-20 02:43:29 UTC
How do I come to this conclusion?
YouTube is growing by XX% (just ads, not including YouTube premium which is huge) and has more TV watch time than literally anything else, and it’s gaining market share. Netflix internal management estimated a valuation of a trillion by 2031 (which is reasonable) and we have many reasons YouTube will be worth more.
Google Cloud is bigger than YouTube, growing much faster, and likely has higher margins. So if YouTube is worth a trillion in 2031, cloud should be worth as much or more.
Now, would Google be a good investment if search literally went to zero? Probably not. But the point here is that this company is way bigger than just search, and the wide diversification into incredibly dominant businesses gives you good downside protection.
I don’t just look for upside, I look for how I’m going to lose money on a stock. And it’s difficult to find scenarios that you lose a lot of money on Google over the next five years.
XXXXXX engagements
Related Topics ads youtube $nflx stocks communication services $googl