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I agree on all except for your comment on attention and focus. They've seem to be very scattered in their deployment of AI for customers. Examples in point being the replacement of Google Assistant with Gemini, the AI Studio vs Vertex disconnect, and a crazy amount of coding tools and platforms (Duet, Firebase Studio, Studio Bot, etc).

Working through this as a consumer and enterprise customer has been a confusing experience, to say the least.

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I've also noticed this. Anyone noticed they replaced "Vertex platform" with "agents platform" recently while changing nothing under the hood?

Google's biggest problem is its turf wars. Internal battles for territory always seem to outweigh efforts to expand markets

Maybe the turf wars are yet another sign they shouldn't be a single company? Still blows my mind.

Strongly agree - their approach has been extremely scattered. But also, doesn't it seem like they're starting to consolidate? It kinda makes sense to approach things like this as a mega corp. Have internal teams try the same things in different ways and let the market pick a winner. Kinda like being a startup incubator.

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