Anyway, enterprise products are an entirely different ballgame where product support, and the reliability thereof, is measured in decades. The consumer product attitude is just a bad look, but things like the Railway incident are deal killers.
I still have the Takeout archive of my posts, might be a nice time machine experience to parse that huge JSON and read through it.
So, yes, I do complain.
But it's very difficult to measure the costs, bc the #1 cost is lost trust, and how do you measure that? Many people simply won't sign up for a Google product bc they don't trust it'll be around long enough to justify the investment. These people don't show up in any metrics that you can reason about, and they're the least likely to take any surveys you might send out. At best, Google can guess what the impact is, and they might be wildly underestimating.
I think a different strategic decision they could've made (and still could make!) would be to the do the opposite, and prioritize the benefits of keep projects alive over the costs of ruthlessly sunsetting then.
They could say, "You know what, we have considerable resources. When we release something new, we're going to dedicate ourselves to keeping it running indefinitely." They wouldn't have to market them, or advertise them, or connect them to every new part of the evolving Google ecosystem, or make them particularly easy to find, or even keep them open to new signups. But just keeping them running as-is, indefinitely, and having customers tell each other, "It's Google, you can trust it, it's not going away," would be such a great PR win.
I think the real cost/risk here is not financial, but strategic, i.e. preventing a loss of focus.
It’s not about investing any given portion of revenues, it’s investing optimally. There are opportunity costs that must be considered in investments (and that means Net Present Value calculations).
Google’s revenue and profits are for the shareholders. When revenue is directed back into the business the question simply isn’t if the whole business will make money, it’s if this investment is optimally profitable considering all the alternatives. If a support engineer on Google+ generates $X over 5 years, but that same resource would generate $3X working on Gemini then dictating eternal Google+ support is robbing future Google of revenue.
Investments need to be individually justified, but also better than the alternatives to make fiscal sense. Even though that sucks for pleased consumers.
Maybe if Google had those support engineers on Google+ for 5 years generating $X, that would've created enough trust that Gemini could now generate $4X.
Not true in the slightest. Google has had some quality hardware products where they killed the cloud service and rendered them useless. Products that were stable and working, but Google decided to pull the plug and make the hardware worthless.
Quality of the product means nothing. You’re at the mercy of the whims of Google’s decision making. The thing you like may stop working in a couple months.
And it also seems if it's not a $100 m+ business they lose interest very quickly. So even good things that could run somewhat cheap of optimized end up with no long term place in the Google ecosystem when they fail to make it big.
... That all said Google kills perfectly good things because they have a few internal rules that encourage it: that there can only be one of a system (dunno if that's applies to product but they seem to always want to consolidate every few years) and that stuff cannot be unowned so reorgs => kill products that don't match the new org structure. That and they incentivize pumping out new products with their promotion process - whether or not they really needed yet another chat/vc/etc product, someone probably figured they could climb the career ladder by shipping another one.
Except that Google kills the products we use! Google Reader had basically the entire community.
No one cares when they kill something niche.
I don't touch new Google products, they're toxic.
And now with AI I can finally stop using their search too. All that will be left is email because it's too much of a commodity.
It’s one thing to take risks. It’s another thing to just guess without a plan.
It's interesting to imagine if there's some kind of middle ground where products could be launched without the pretense of them being permanent? I suspect at least some of people's frustration is that X or Y was pitched as something serious, which then grates some when it gets canceled.
But maybe you can't launch a product without pretending it's going to be real because it'll be dead on arrival?
Yeah, it's what Google used to do by releasing everything as "Beta". Gmail was in Beta for 5 years with millions of users.
Exactly. I mean, you can argue forever about the stuff that got killed. But you know what didn't get killed? All the stuff they're turning into $4.6T of market cap.
In particular, they didn't kill AI. They're the only pre-AI tech giant with a successful frontier LLM, everyone else failed (Meta) or missed the boat (Apple, Microsoft[1]). They're the only tech giant[2] to produce working in-house datacenter AI hardware.
Making a lot of bets means that you make a lot of bad bets too. But Google has made a lot of good bets.
[1] Though MS got near-exclusive access to OpenAI via a very expensive late investment, which sorta counts.
[2] NVIDIA is giant now, they certainly weren't when these bets were being placed.
They killed their chat app. Then had their pants on fire after Discord became the thing. The same can happen with any app they killed. So no, that's not 'taking risks'. Taking risks is shutting down perfectly working apps that can suddenly become 'the new thing'.
Product managers win their chops by launching something and winning applause for getting fast adoption in the first few months. Once the boss says "Wow," it's on to a bigger new chance. It's habit-forming to outrun your failures in a system where personal incentives reward ephemeral success.
Finance folks win their chops by identifying bits of the company that aren't pulling their (economic) weight. If you haven't delivered $$$ of efficiency savings, why are you even on the payroll? Pulling the plug on small/mid-sized products that have plateaued is the way you get recognition and promotions.
CEOs, of course, could change this. But they're the ultimate plate-spinners in a big company, trying to keep up the appearance that they've got everything in control and making sure that neither shareholders nor employees mutiny. As long as they've got a new sizzle story to sell, no one (except users) is there to grieve about what's dying. And users of a product that's less than 1% of revenue can be safely ignored.
If anything, recent changes are more like downgrades than upgrades.
I mostly use Codex though, I can't be bothered to have more than one subscription.
IBM made some decent (sometimes extremely good, even!) products in a lot of segments for a long time after losing their relevance as "driving the future of computing." But rarely as a segment-definer or introducer.