| Few notes: - Alphabet have made a switch from a (mostly) tech-driven company to a pure finance-driven one, when this happen you can expect a bit of growth, even a sharp one for a little time, than an inexorable decline; - the more and more centralized web means search engine became dysfunctional beasts try to pour water to specific mill instead of being open search and for a company living on search more than anything else it's a problem, of course there is GMail a project born when Google was tech-driven, but again GMail is search, so Drive, and in that "specific domain" they have substantial competitors and they can't have innovation being financially-driven now; - LLM-push a way to reach a kind of dummy semantic holy grail of research while very popular is a substantial failure. Yes it have a certain wow-effect, but results are such low quality that the wow effect will not last longer and current "better-than-Alphabet" competitors in that field still have to see any meaningful and durable growth and profit. Long story short the anti-remote-working is just another droplet in a substantially lost PR/élite battle to force people in the city, the sole way they have to remain alive because finance and services can only live at large city scale where they own anything and they rent/sell services to anyone. In a spread world they simply die killed by SME innovation and personal ownership that value substantial innovation against services. IMVHO the big-tech model, a cleptocracy born out of Xerox tech once they have found a way to make it anti-user, is at it's end. I do not know what could happen next because so far ALL élites want such model to rule slaves, and we have lost much of intelligence, competence of the Xerox time, and no one else in the world seem to be there, China included, who was able to surge as an industrial power but still lag behind in software, even in the current sorry state of IT. But it's clear that the service model of big tech is dead. Or they found a way to reinvent or they are done. |