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There are a couple of things that make your claim about Google being a "consumer services company" fall apart in my view:

1. The only parts that make money are the ads. You characterize it as "great services" that "incidentally" make money via ads. Incidental means an "unpredictable or minor consequence." A more fair characterization in my opinion would be that it is an advertising company that uses consumer-targeted services to create space for its advertising market. The advertising is in no way "incidental," it is integral.

2. They have notoriously poor support for their "consumer services." If they were really a consumer services company at heart you would expect that supporting the consumers who use their services would be important to them. But it's clearly not.

Advertising is not only proximal, it is causative. Google functions very differently than a traditional consumer services company. Saying that it's because they're "innovative" or "disruptive" is obscuring the fact that the reason they can operate so non-traditionally is because they do not face the same constraints and pressures that a traditional consumer services company faces because they are not a traditional consumer services company which makes money from their consumer services. They are an advertising company which uses their consumer services as a vehicle for their actual money-making product: advertising.



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