Ask HN: Which CEO should get laid off?
Sundar, Elon, Zuck, Jassy , Satya , Cook, Greg Peter's
Sundar, Elon, Zuck, Jassy , Satya , Cook, Greg Peter's
But he is a bad CEO in the current context.
Google is not innovating, they are slowly losing on all front.
I think Sundar is too conventional.
Should have been let go years ago, but I guess the pandemic money explosion made it easy for him to show big returns.
But look between the margins and it's clear google is rotting on the inside. Search sucks. Gemini a year behind (despite google inventing transformers). Canceling products left and right leaving no consumer faith in new offerings. Cloud platform being an absolute terrible experience, even if you have a rep inside too. Internal power groups crippling anything that isn't deemed sufficiently DEI compliant.
Conservatism is a better fit for Microsoft because their users have "Who moved my cheese?" as a motto. Microsoft also mostly gets paid by its users through some circuitous path, Google's ad based model has dangerous conflicts of interests built into it quite fundamentally.
I lately read this Wikipedia article
https://en.wikipedia.org/wiki/Enshittification
and really appreciated its viewpoint but I am wondering if in the long term it is going to be another scenario like
https://www.amazon.com/Innovators-Dilemma-Revolutionary-Chan...
that is, so far we haven't seen platforms that have decayed suffering from it but there has to be some limit at which customers are so frustrated that the two sided market is broken and my guess is that when that happens a company like Google will go from "bad to nonexistent" in "internet time".
No way. Had they been conservative they would have remained as the "Windows and Office company" and died off 10 years ago as an IBM-also-has-been.
The fact they moved into consoles, cloud, linux, Github, LinkedIn, cross platform subscription based services like Office365, entertainment IP and AI, is what kept them alive and relevant.
Staying conservative from this point on is also not a good idea. If they can push ChatGPT and Copilot further to everyone an turn it profitable it would be another major win.
Conservatism is a better fit for someone like SAP.
XBOX is a Google-esque side project with the exception that Google would have killed it long ago. So far as I can tell they were afraid Sony might have created a competitive "home computer" platform by broadening Playstation and Microsoft. I personally feel I made a mistake getting an XBOX ONE instead of a PS4 a few years back because there are just so many stupid things about XBOX such as you can't play couch multiplayer unless you buy multiple subscriptions. And the fact that the video codecs are deficient so Jellyfin and Plex "just don't work" despite working just fine with trash Android devices.
The most striking thing about the Microsoft-Activision hearing was that Microsoft's management came across as indifferent to games. It would be one thing if Microsoft had a business plan that really makes sense (e.g. dominate an industry so you can make money) but as it is it just seems that they want to dominate games because they are a big dominant company that dominates things.
The most notable thing about the Microsoft-Activision hearings is that management seemed absolutely indifferent to games.
A lot of other changes are less radical than they seem. With cloud they can take your money just fine if you use Linux or Windows. Microsoft has always courted developers and often been generous (it's amazing what you got with an MSDN subscription) whereas once the Mac came along Apple has consistently seen developers as money bags that they could bleed dry. It was painful for Microsoft to realize that POSIX culture is here to stay but getting behind GitHub, NPM and stuff like that is consistent with their history of winning the hearts and minds of developers. Office365 is about as revolutionary as Adobe's Creative Cloud, a product that didn't really change much, now they just bill you by the month. It was just necessary to get parts of the office suite on mobile because that's where the users are.
* Few of Google's products are good anymore, new players like Kagi and Perplexity are providing high quality search with tiny teams (and Kagi is increasingly doing this against its own search corpus)
* Google dropped the ball on AI despite producing a large plurality of the exciting contemporary research. I'm honestly unconvinced that Google has the capacity to launch new successful products anymore, they cannot think long term at all and kill new products if they don't immediately look successful.
* Google's current layoffs are atrocious, and they're doing considerable harm to their brand amongst technical staff--laying off loyal employees in the middle of the night with an email in waves is positively sociopathic.
The tier list is something like:
Worst: Sundar
Bad: Elon Jassy
Fine: Cook
Good: Greg Peters Zuck
Great: Satya
Altman
Musk