[jamestimmins]

The "failed decisions" list is bizarre and does a terrible job supporting the argument.

  - Gmail Inbox
  - Directing company’s resources towards messaging apps. (Remember Allo, Duo. Exactly)
  - Virtual assistants
  - Now LLMs

None of these were large bets, nor do they relate to the major cash cow that is search. Further, LLMs are in their verrrrrry early days. We don't know how much impact they'll have or how they'll impact Google's business, but not exploring them would be a truly insane choice for the CEO of Google.

[vernon99]

The point I think is that they _could_ and _should_ have been large bets and this makes them missed opportunities. At least most of those could have been massive cash cows (see Slack, Teams, Superhuman but 100x, etc). And they just failed to have a consistent product vision top-down, having all the pieces needed. Who to blame if not the CEO?

[jamestimmins]

Maybe, but hard to argue that any of these except LLMs have potential to be huge moneymakers. Teams is only huge because it's free and bundled with other Microsoft products, not because it's a huge product in its own right.