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 grievances and frustrations. Grievances and frustrations in a market where there are competitors that users can flee to. It's a bad spot to be in.

There is no reason Google shouldn't be the ones on the cusp of releasing GPT-5 level LLMs. None. Instead however they have a middling LLM that is scared to mention white people. So back to the drawing board so they can work out the racial kinks, while the competition blasts past them.

Google needs big company technology focused leadership 5 years ago. But tomorrow would be good too.