Google will be a shell of the former glory by the end of the decade and we'll all by baffled at how they fumbled it from such a position of dominance. Honestly the only parts of their brand I can see surviving it are YouTube, maps and Android. Everything else is completely fair game for disruption and some of it is just laying there on the table for the taking (e.g Image search and actually Search in general), heck YouTube could even be replaced if TikTok made a long form feed.
We've watched them be total top of the field world wide in machine learning, things they demoed over a decade ago now were basically magic then they proceeded to do absolutely nothing with the tech and just leave it to rot, now look at them scramble to finally try and implement some of that into reality and their organizational structure just isn't up for the task.
Current CEO needs to sit in all ML meetings for a week, figure out who knows how to operate and build it, who's stopping it from leaving the labs, separate the implementation wheat from the bureaucratic chaff, metaphorically lock the wheat in a skunkworks for a month and tell them they have to demo in 3 weeks and ship something when the doors are unlocked at the end of the month.
I do think the one area that Alphabet is still genuinely innovating is Waymo. With Cruise sidelined, if they can manage to turn it into something that makes money (have ridden in SF, and the tech seems to work great), it could be up there with Youtube & Android, maybe even bigger.
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Google will be a shell of the former glory by the end of the decade and we'll all by baffled at how they fumbled it from such a position of dominance. Honestly the only parts of their brand I can see surviving it are YouTube, maps and Android. Everything else is completely fair game for disruption and some of it is just laying there on the table for the taking (e.g Image search and actually Search in general), heck YouTube could even be replaced if TikTok made a long form feed.
We've watched them be total top of the field world wide in machine learning, things they demoed over a decade ago now were basically magic then they proceeded to do absolutely nothing with the tech and just leave it to rot, now look at them scramble to finally try and implement some of that into reality and their organizational structure just isn't up for the task.
Current CEO needs to sit in all ML meetings for a week, figure out who knows how to operate and build it, who's stopping it from leaving the labs, separate the implementation wheat from the bureaucratic chaff, metaphorically lock the wheat in a skunkworks for a month and tell them they have to demo in 3 weeks and ship something when the doors are unlocked at the end of the month.
I do think the one area that Alphabet is still genuinely innovating is Waymo. With Cruise sidelined, if they can manage to turn it into something that makes money (have ridden in SF, and the tech seems to work great), it could be up there with Youtube & Android, maybe even bigger.