How do they consistently mess things up ?
Current market cap 3.7T, only Apple and Nvidia are bigger. Youtube is a huge success, Search is still growing at 10%-15% which is crazy, cloud growing at 35%ish, TPUs enable them to be independent from NVidia etc. Gemini market share went up from 5%-6% early 2025 to 21% early 2026. I personally bet Gemini market share will keep growing.
They are executing well on all verticals imo, not messing up.
Exactly. You might not like what Google does, but you can't deny it's a massive commercial success. Just because their approach to creating and delivering apps might not be to your liking, you might actually be the niche.
Yeah but if we think about this in terms of "people love dumb things", then it makes sense what the other person is saying, no? As an example, compare it to how people are when it comes to tech, as in, they are tech-illiterate. Us, power users would not want an OS that is dumbed down... or compare it to YouTubers who are richer than an SWE and all they do is upload "brainrot". That is the audience, that is why these YouTubers also have "massive commercial success".
You need some qualifiers. Google is very good at engineering. For example, I hate that Google uses my data to serve ads, but there isn't a tech company I would trust more to safe guard my data.
Where Google has fallen down is trying to productize new things. Imagine if Apple had Google's software prowess, or Google had Apple's ability to conceptualize a complete product.
How do they consistently mess things up ? Current market cap 3.7T, only Apple and Nvidia are bigger. Youtube is a huge success, Search is still growing at 10%-15% which is crazy, cloud growing at 35%ish, TPUs enable them to be independent from NVidia etc. Gemini market share went up from 5%-6% early 2025 to 21% early 2026. I personally bet Gemini market share will keep growing. They are executing well on all verticals imo, not messing up.
Exactly. You might not like what Google does, but you can't deny it's a massive commercial success. Just because their approach to creating and delivering apps might not be to your liking, you might actually be the niche.
Yeah but if we think about this in terms of "people love dumb things", then it makes sense what the other person is saying, no? As an example, compare it to how people are when it comes to tech, as in, they are tech-illiterate. Us, power users would not want an OS that is dumbed down... or compare it to YouTubers who are richer than an SWE and all they do is upload "brainrot". That is the audience, that is why these YouTubers also have "massive commercial success".
That’s my take. Without any competition, they languish and do nothing, ruining any promising ideas.
You need some qualifiers. Google is very good at engineering. For example, I hate that Google uses my data to serve ads, but there isn't a tech company I would trust more to safe guard my data.
Where Google has fallen down is trying to productize new things. Imagine if Apple had Google's software prowess, or Google had Apple's ability to conceptualize a complete product.