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Comment by downWidOutaFite | Hacker News Reader

Google is getting beat badly on multiple fronts, even Search, and has pissed away a mountain of goodwill. It's living off of declining 15 year old achievements. I wouldn't call Sundar a steady hand, he has destroyed much more potential than he has created, even if the stock has continued to go up it won't for much longer. I sold a significant position in GOOG a few years ago and I'm certain it was the right call.

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They are getting "beat badly" only if you read tech blogs and not their financial statements.

Like I said, I put my money where my mouth is. GOOG's monopoly-fueled glory days will soon be behind it. In tech, if you stand still for too long you will eventually be left behind.

Crazy you think that the company who invests the most in AI won’t retain any value in the transition to the space.

People forget. Who owns kaggle, who owns Google collab. Boggles my mind that people think a few AI upshot’s are going to reap all the value. Having a good AI companion that’s integrated into all your suite of tools. That’s the peak.

Google colab is ludicrously underfunded, I’m shocked it’s stuck around for so long in the AI space. Tried Gradient recently and it’s like night and day. I can’t imagine how hard it must be to be on the colab team, knowing what features devs want/need and not being able to deliver because the org priorities are whack

> Crazy you think that the company who invests the most in AI won’t retain any value in the transition to the space.

They’ll obviously retain some value. Google can integrate more easily and seamlessly with things people are using but that’s a competitive advantage not a moat.

Google’s trajectory has been from innovative market maker, to dominant market leader, to megacorp that has a strong established position that keeps them competitive and relevant, to legacy provider, to kind of irrelevant.

Google’s still strong and significant but every day they are less so.

Microsoft under Balmer did great financially IIR.

Their stock price was flat for a decade, so no. The company was a wreck financially under Ballmer.

Yeah, and they're still around, relevant and profitable. What's your point?

No thanks to Ballmer.

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