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The problem with this analysis is that first movers usually don't win.
In the long run, sure. In the short to medium term, though, they solidly dominate the field. We're still in that phase phase of both Tesla and Bing AI.
Has sundar been a good CEO otherwise?
Here's the weird thing though, as discussed yesterday [1], the Microsoft demo was totally broken as well. In the end, everyone is looking for a big platform shift (next MOBILE!!!) and hype getting ahead of reality. When we look back in 3 months we will wonder why we thought LLM/GPT type queries will replace search in all forms. https://dkb.blog/p/bing-ai-cant-be-trusted
There seems to be an inordinate amount of venom directed at Pichai relative to other CEOs
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In the long run, sure. In the short to medium term, though, they solidly dominate the field. We're still in that phase phase of both Tesla and Bing AI.
In the short term Google has an utterly dominant position in Search, and Bing AI is basically irrelevant to this. What people are worried about are the implications for the long term.
The goal posts also aren't "search" they're "AI enhanced search", let's not muddy the waters by moving them. Google may certainly be dominating in search, but they are clearly trying to sprint from miles behind in the latter.
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In the long run, sure. In the short to medium term, though, they solidly dominate the field. We're still in that phase phase of both Tesla and Bing AI.
Bing isn't dominating anything haha.
Whats with everything being a dumpster fire nowadays? how about a simple hot mess? or what happened to a good ol hell in a hand-basket? or Ninth Circle Of Hell? I'm sure there are better euphemisms than the dumpster being on fhir as that indicates someone stoking it whereas the reality is more indecision and inaction causing confusion and demoralizing the teams.
Here's the weird thing though, as discussed yesterday [1], the Microsoft demo was totally broken as well. In the end, everyone is looking for a big platform shift (next MOBILE!!!) and hype getting ahead of reality. When we look back in 3 months we will wonder why we thought LLM/GPT type queries will replace search in all forms. https://dkb.blog/p/bing-ai-cant-be-trusted
But the bigger thing is that Satya Nadella also has the "it" factor - he has a way of communicating effectively. Even when Microsoft is fucking you over for the last few years, they come out smelling like roses. Sundar doesn't have that gravity and gets overshadowed in public by the Google Cloud guy.
The markets hate the perception of weakness and punish it. Microsoft is taking Bing, a joke product, and it's repackaging of Chrome and pushing it from a place of strength. No different than stitching a bunch of random shit together created Teams, which made Slack instantly irrelevant and was the equivalent of flipping the bird at Google. They're dangerous to Google because of that.
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Sundar is good at keeping things running as-is. He was elevated to CEO of Google to keep things running as-is while the founders moved their exciting ventures up to Alphabet. When those other bets were abandoned, Sundar was left as the top engaged executive, but he's still only a caretaker when the company needs an actual leader with vision to navigate their competition. So, no. He has not been a good CEO. He was a g…
It's true. Even Ballmer had a vision.