Earlier quoted context omitted.
Literally, nothing good, the chore of Google business is losing ground, Chrome losing more and more users in favor of Edge, Google search taking a hit since OpenAI and Microsoft partnered together to bring AI to search, serial acquisition and sunsetting of products, worse bureaucracy in the whole tech industry, and the list goes on!
Chrome is sitting near all-time highs in market share: https://www.statista.com/statistics/268254/market-share-of-i... . Search hovers around ~90% for the last several years: https://gs.statcounter.com/search-engine-market-share Google Cloud is growing faster than Azure & AWS for the last few years: https://www.statista.com/statistics/967365/worldwide-cloud-i... . Cloud was at ~4% market share 5 years ago, now it's a…
I think the change in sentiment is that the sky is no longer the limit for Alphabet. Meta lost that notion big time, and Amazon is so so too. Apple and Microsoft might still be in the "sky is the limit" category, or at least in another category than the other 3.