I guess I'm not sure on the purists take but to me I think they're going to eventually tank themselves over too many external hires into management that want to do things the same other other companies do instead of in-house solutions.

In-house is Google's moat. The big piece right now is LLMs where in-house TPUs allow cheaper internal costs. If Cloud customers want to rent Nvidia GPUs that's fine since they're paying. But Search and etc get an edge on competitors by not.

The bigger problem with in-house is the failure to out-house it. Kubernetes shouldn't been new. Things should be done like AWS where the internal APIs are the external APIs.