[Den_VR]

Google mismanages an enormous number of things. Users, Customers, Products, Teams, Talent. You can observe this in your interactions with Google/Alphabet and in ex-googler post-mortems.

They are amazingly valuable as a stock, as a business and as a collection of talent. That doesn’t entirely excuse failures of vision and leadership, let alone pricing.

Edit: That said, I am inclined to believe that Alphabet pricing likely better reflects reality. The others have some bad habits.

[Den_VR]

Swinging back around again, the notion of “failures of vision” still on my mind.

Talk about overloaded. The two framings I was thinking of was first from an engineering & design perspective, but also second from an alignment perspective.

Some people recoil in horror when they look upon what Elon has done, but what a multinational corporation - one that has become engrained in daily life - can do when aligned to anything but the dollar is astonishing. Ironically it’s not something money can buy.

[ldjkfkdsjnv]

They do poorly when you isolate some product, but if you look at their execution relative to their scale and number of employees, its exceptional. You have to see thats its all relative, google is a good big company.