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Do these people actually even believe in AI? If not, they're there solely for the financialization and value-extraction, which means it goes downhill from here.
Kinda weird to expect a for-profit company to "care" about a technology outside of it making them more money TBH.
For those not in the know, these are two of the most highly regarded operators in the Valley (if not as well known). Sarah was thought of as the person who "ran" Square, and Kevin is thought of as one of the strongest product leaders. They'd both be in my top 3 worldwide hires I'd try to make for these roles.
Earlier quoted context omitted.
She was an awful CEO; she was basically a CFO hired to shepherd the company through the IPO (SPAC) process, but the years following were awful. I left right before the board fired her (along with many, many senior people) and hope the company is doing better without her there. Not surprised to see her failing upward.
If your complaint is that she was a fine CFO but a terrible CEO then i can hardly see her going back to a CFO role as failing upwards.