The measure is stock returns in the last 5 years. The whole point of public companies is to generate wealth for shareholders and Google just simply isn't really delivering on the same level as Palantir.

In fact, when you look at the last decade of Google saying they're an "AI first" company and literally inventing transformers, and look at what their stock price has done and how they've performed in relation to other major companies involved in this current AI spring, there is simply no way not to be disappointed.