Google looks to be caught in an innovator dilemma. They can’t roll out a good chat system comparable to its competitors because it directly competes with their core revenue stream of search.

From my angle, LLM’s are the next big step in search. If the company whose core business revolves around search can’t update their product to meaningfully compete with their competitors who view search as a side business, it should terrify anyone with invested time or money in Google.

This is an incredibly strong signal that the company is about to face some very difficult times ahead. I fully expect their next public showing of poor execution to be followed by investor uproar.