I Buy the Google Story More Than I Buy the Meta Story

I think in Google's case, it is literally a question of, can you organize the funding so that you can pursue these various initiatives? Many elements of the category that they label other bets are very tangentially related to their underlying business. And then I think the case for splitting Instagram in particular from those technological advances is a little bit less obvious. But I think it is the year of the big corporate split in tech. That's my call. You know, one of the reasons I like predictions like this is that regardless of whether you agree with them or not, they do really force you to think about how we draw a boundary around a particular business.