[csa]

> If the… customers are happy, they don't need a new CEO.

Do you think their customers are happy?

Google’s thought leader customers are extremely unhappy with pretty much all of their products to the point that Google is ripe for disruption.

The main thing Google has going for them is their incredibly massive moat that limits viable competitors. IMHO, that moat will only protect them for so long if they don’t reorient themselves.

The only people I know who like Google products are relatively unsophisticated consumers. I realize that this is a large part of the market and is also a very lucrative segment of the market, but they will follow the thought leaders when the thought leaders move on to something else.

[petra]

Sure, marketing for a great new search engine would be pretty easy.

But the demands of the regular user and the power user are very different. So before ChatGPT, I'm not sure that also catering to the power users would have helped Google with their regular users.