Earlier quoted context omitted.
Google is historically terrible as a product company (and has succeeded in spite of that) As their technical innovations become less of a moat (we're already there) they won't be able to win on engineering alone (they are no longer winning on engineering alone)
They did build chrome, gmail, docs and search afaik so that is a pretty impressive list imo. I don’t specifically like these but they are much better than microsoft for an example
Docs was acquired (writely)