[lysace]

As an investor (smallish): I think Alphabet/Google can do much better with a CEO who isn't Sundar.

Also: Generally: Do consider investing in companies that run services where you feel compelled to subscribe (like Youtube Premium and previously Netflix).

[impulser_]

I disagree.

Name another CEO that can take a company from 74b to 350b in revenue. He has always grown Google. Not a single year of decreased growth.

He made Google the only AI company in the world with a full AI stack from data, science, hardware, and software.

This is paying off massively. Look at how faster Gemini models are compared to any other model. It 3x faster.

Gemini 2.5 Pro is the best model on the market right now in terms of cost, performance, and intelligence.

Everyone is fighting over NVIDA chips, not Google.

[pembrook]

Sundar did a great job pivoting Google from a product-focused B2C company into a Microsoft-style B2B-oriented monetization deathstar (Google Cloud & Workspace and Ads Ads Ads with packages of Ads on the side).

The problem is, ditching their B2C product-focused roots in favor of playing Microsoft slowly ruined their flagship Search (also the open web) and any internal culture of stewarding great products. And Google doesn't have the same level of lock-in Microsoft has.

Microsoft doesn't have to worry about end-users jumping ship because corporate worker drones can't provision their own IT.

Google searchers on the other hand, can just start opening ChatGPT instead of Google search more and more and slowly kill Google's flagship product simply out of boredom.

Youtube being forgotten about by the deathstar and being allowed to flourish was simply a happy accident. But that too will inevitably get gobbled up after the pressure of a few rough quarters comes down on the shoulders of whatever CEO comes next.

[alecco]

I beg to differ. Pichai is a glorified McKinsey consultant who made a lot of mistakes. He was just lucky to be lifted by this Tech Bubble. And he is firing Core teams in US to rebuild them in India.

[montag]

Do you have a source for that last statement?

[alecco]

Here you go, doyouhaveasourcebro.

https://www.google.com/search?q=google+core+teams+india

[impulser_]

> He was just lucky to be lifted by this Tech Bubble.

Almost all of Google's revenue has made from decade old products lmfao. He just kept growing them despite many years of people calling Google dead.

[alecco]

Yes, Pichai did nothing. He is good at that. And the top product, search, is getting worse every year with barbarians at the gate.

[ipython]

Investor and heavy user of Google Workspace (several small paid domains). I find the Google Gemini capabilities for note taking and summarization of Meets to be excellent, and a huge timesaver for my teams. NotebookLM almost feels magic.

In my experience, of the major players (AMZN, GOOG, and MSFT), Google's AI integrations feel the most polished and useful for day-to-day use.

[moffkalast]

Never felt like being compelled to subscribe to YT premium or Netflix, the former doesn't differ much from using YT with ublock, and piracy provides a better service than Neftlix.

OAI's GPT-4 (back in the day), Deep Research, and 4o Image gen recently on the other hand? Totally. When it's something actually incredibly useful and there's zero alternatives out there.

Google has no such products right now, if their Gemini Advanced trial shows anything it's that their touted 1M context doesn't actually work any better than the average undertrained 1M RoPE tune. I mean it doesn't even make sense for them conceptually to sell services, they're an ad company.

[totaldude87]

care to elaborate? is this like an engineer/innovator thing?

|CEO who isn't Sundar.