Earlier quoted context omitted.
GCP is struggling? Is that an opinion based on experience or based on actual stats? Because GCP revenue has increased every year since 2017. AWS and Azure are capturing more market share. But I’m not sure I consider third place and $33B in revenue last year a struggle.[1] > I just don't think Sundar is the right person to do it That was sort of my point. Does Google need to be turned around? All stock metrics and rev…
Google is in the familiar position where there numbers are good, the charts are all pretty, but when you go put your ear to the ground, you only hear sounds of trouble. If google had proper leadership, the company would easily be worth twice it's current value. Easily . Instead we have a situation where raw capitalist inertia is carrying the company forward, while active discussions of the company are ridden with gri…
My points were focused on the fact that the data just doesn’t currently show Google failing or declining as a company.
It’s going to be really interesting to see how the Google AI strategy plays out. I agree that they could have absolutely been the leader. They had the money, resources, and ingredients to make it happen.
I believe that AI is a threat to their current business model. How much did that influence their investment and focus on it?