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Alphabet’s Waymo and Services Beginning to Feel the Pressure? 
Alphabet Inc. (NASDAQ: GOOGL) has long been regarded as a tech juggernaut, anchored by its dominance in search, advertising, and YouTube. But behind the scenes, the company has been investing heavily in moonshot ventures through its Other Bets segment, with Waymo, its autonomous driving unit, arguably the crown jewel. And yet, as we move deeper into 2025, the spotlight on Waymo and the scrutiny grows brighter. While progress continues, challenges are intensifying. New competitors, including Tesla’s rapid rollout of robotaxis, are creating a sense of urgency. Meanwhile, OpenAI’s recently reported plans to build a rival to Google Workspace could potentially shake up Alphabet’s core productivity suite business. In short, Alphabet is entering a phase where innovation is no longer just a choice, but a necessity. Those who recognized the opportunity early didn’t hesitate—they took action.
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But I was wrong. Let me show you exactly what we’re doing to prepare.OpenAI’s Workspace Ambitions Could Pressure Google Services While the focus on Waymo is important, another major potential threat opened this week, targeting Alphabet’s core productivity business. Reports surfaced this week that OpenAI is exploring the creation of a new workspace productivity platform that could directly challenge Google Workspace. While still speculative, the implications are serious. Google Workspace, which includes Gmail, Docs, Sheets, Meet, and more, is a cornerstone of Google Services, the segment that drives the majority of Alphabet’s revenue. Workspace doesn’t just generate direct subscription revenue. It also supports Google’s ad ecosystem and strengthens its enterprise moat. If OpenAI manages to build a more innovative, AI-native workspace platform that leapfrogs existing tools, Alphabet could face the same disruption it once created. This potential shift wouldn’t immediately impact revenue, but over time, a loss of enterprise mindshare could have ripple effects across the company’s ecosystem. The Bigger Picture: Alphabet Needs to Defend Its Turf Alphabet remains a tech powerhouse. In Q1 2025, the company reported revenue of $90.24 billion, beating estimates, and EPS of $2.81, which exceeded estimates by 38%. Advertising remains resilient, and Google Cloud continues to gain market share. The company’s AI infrastructure is becoming increasingly integrated into nearly every product it offers. But several challenges exist, and Alphabet cannot afford to take its foot off the gas. Maintaining dominance in core businesses, such as Google Services, even as rivals circle, is essential. They must also convert ambitious long-term bets, such as Waymo, into meaningful growth drivers, or they risk falling behind more agile disruptors.
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