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Google seems unfocused - AR is an example of this, their messaging platforms and failure to leverage Google voice for 10yrs after the acquisition are too. I’d bet on Apple, FB, or some new entry (harder without the underlying OS). DeepMind is the most interesting thing coming out of Google imo.
It's not impossible to "focus" Google but lets not pretend Google is making these decisions to focus on something or not. It's small groups of people or singular people who make these decisions and those visionaries can easily change their focus or be offered a more compelling role at a start up doing the same thing after they spend 12 months learning how to do it at Google. I don't love Facebook/Meta but it looks li…
They did with Google Plus, and they eventually killed it.