[HN Gopher] The maze is in the mouse: what ails Google
       ___________________________________________________________________
        
       The maze is in the mouse: what ails Google
        
       Author : npalli
       Score  : 261 points
       Date   : 2023-02-15 02:34 UTC (20 hours ago)
        
 (HTM) web link (medium.com)
 (TXT) w3m dump (medium.com)
        
       | robertlagrant wrote:
       | I can't remember where it's from, but one thing I read put it
       | something like this: as a company grows, the proportion of people
       | working to further organisation's goals shrinks compared to the
       | proportion working for the organisation.
        
       | mcenedella wrote:
       | A remarkable piece of writing, and I'm enthralled that the author
       | has taken the lyrics of an extremely famous cover song and made
       | it seem fresh, new and relevant to this very moment.
       | 
       | I will forever hear "Businessmen they drink my wine, plowmen dig
       | my earth None of them along the line, know what any of it is
       | worth"
       | 
       | differently now.
       | 
       | btw, the Waze founder's (similar) goodbye post is also worth
       | reading.
        
         | sanderjd wrote:
         | > the lyrics of an extremely famous cover song
         | 
         | Actually he used the lyrics of an extremely famous _original_
         | song, which were written by Bob Dylan :)
        
       | magicloop wrote:
       | One thing I can't figure out (genuine question) is why they don't
       | have 20% time anymore for innovation. I thought it was a key
       | driver for new products at Google. Does such a thing cause career
       | risk, or political strife?
       | 
       | Also, I'd like to understand if their AI lab, Deep Mind, also
       | suffers the same problem, or does it have a different culture?
       | Does Deep Mind have 20% time?
       | 
       | I'd appreciate it if anyone within the company could explain it
       | please.
        
         | akomtu wrote:
         | The corporate environment demands results every quarter, so
         | everyone who cares about career must show measurable progress
         | every 3 months. That's why the corporate crowd looks like a
         | bunch of blind men with walking sticks, looking down precisely
         | 3 feet ahead. They are the type that will walk thru an amazon
         | forest, and their only memories will be mud and potholes on
         | their way.
        
           | magicloop wrote:
           | If I'm understanding it correctly, you are saying doing 20%
           | time on a side project is a career risk as you won't be seen
           | to be "delivering" as much as your peers (because the side
           | project is not valued).
           | 
           | Is it even worse than that - you get rooted out because
           | innovation side projects marks you out as being troublesome
           | (as it does not align with corporate plans/goals)?
        
         | __derek__ wrote:
         | Caveat that I don't know what I'm talking about, but maybe 20%
         | time violates the inclusiveness value because it doesn't
         | require/include others' opinions:
         | 
         | > "Respect each other" is translated into "find a way to
         | include and agree with every person's opinion". In an inclusive
         | culture (good --it doesn't withhold information and
         | opportunity) with very distributed ownership (bad), you rapidly
         | get to needing approval from many people before any decision
         | can be made.
        
           | vkou wrote:
           | The _only_ person whose opinion 20% time, as prescribed, does
           | not value, is your manager 's. (As they shouldn't be able to
           | veto it.) Your 20% project is not going to get anything done
           | if you're not taking the opinions of your
           | collaborators/dependencies/customers into account.
           | 
           | IMO, The reason most people don't pursue 20% projects is
           | because it's hard to be the manager, product manager, and
           | main developer on a project that you're giving 1 day a week
           | to. It's really, really hard. Most people don't have the
           | skillset to do that well.
           | 
           | So the path of least resistance to a simple life is to just
           | devote 100% of your time to what your manager wants you to
           | work on, where its her job to manage, product manage/wrangle
           | product managers, etc.
        
         | AlbertCory wrote:
         | It was always a myth. Back in the day, a few people would have
         | 20% projects. Most did not, or did so only once in a while.
        
         | akprasad wrote:
         | I was at Google from late 2013 to early 2016, and even then, I
         | would hear 20% time referred to as 120% time [1]. So 20% time
         | hasn't been a _de facto_ practice for about a decade.
         | 
         | [1]: https://qz.com/116196/google-engineers-insist-20-time-is-
         | not...
        
       | carom wrote:
       | This is dead on. When I worked there I summed the culture up as
       | code bureaucracy. Truly awful place to work for someone who likes
       | to build. It taught me what I don't want in a company I work for
       | or run.
       | 
       | Side note, I really enjoyed the interspersed poetry excerpts in
       | this article. Refreshing from normal articles whose call outs
       | just have you reading the same sentence twice.
        
       | SanjayMehta wrote:
       | > trapped in a maze of approvals, launch processes, legal
       | reviews, performance reviews, exec reviews, documents, meetings,
       | bug reports, triage, OKRs, H1 plans followed by H2 plans, all-
       | hands summits, and inevitable reorgs.
       | 
       | Sounds like any large corporation after 20 years.
        
         | hoseja wrote:
         | Turns out that's about the natural lifespan of the _Polyhomo_
         | _corporaticus_
        
       | iandanforth wrote:
       | The question the author doesn't answer is, "Why?". Who the hell
       | cares if Google is innovating and making the world a better
       | place? They jettisoned their idealism with the founders and are a
       | standard company. A standard, ludicrously profitable company.
       | 
       | The more likely and rational approach to the situation described
       | by the author is seeking efficiency in support of the core profit
       | generating business. Google is ripe for huge, painful cuts that
       | further consolidate wealth in the hands of shareholders. If that
       | absolutely massive R&D spend isn't doing much, or doing
       | _anything_ efficiently, cut it.
       | 
       | Personally I hate this approach and would love to see Google to
       | return to its nimble and "Don't be evil" roots, but I have yet to
       | identify sufficient motivation for it to do so.
        
       | Animats wrote:
       | > _" the stated core values of the company are rock solid"_
       | 
       | What is Google using after "Don't be evil"?
       | 
       | > " _... problems. They are all the natural consequences of
       | having a money-printing machine called "Ads" that has kept
       | growing relentlessly every year, hiding all other sins._ "
       | 
       | Right. Google has only one product that generates real profits,
       | and it has one main user entry point. So they have to be very
       | cautious and not break what happens at that entry point. That
       | fuels the culture. (The other products: [1]. All either lose
       | money or are small markets relative to ads.)
       | 
       | For the first time in decades, Google now faces a real threat -
       | somebody else has technology that can disrupt their position in
       | search. Yes, ChatGPT produces some bogus results as an answer
       | engine right now, but a year from now? Microsoft is willing to
       | spend a few billion dollars on that.
       | 
       | [1] https://en.wikipedia.org/wiki/List_of_Google_products
        
       | pc_edwin wrote:
       | Google with its highly concentrated pool of galaxy brains has the
       | potential create world-changing products at the same level of
       | SpaceX or Tesla.
       | 
       | Its a pity, I recall the days when I was so excited to use Google
       | Cloud or just watch their keynotes. Regrettably, as the years
       | went by it got more and more diluted.
       | 
       | Unlike Microsoft, the obstacle for Google is not greed or hubris,
       | its tolerance. I hesitate to elaborate further, as the specifics
       | are likely to attract scrutiny or censure.
        
       | larrymyers wrote:
       | tl;dr Acquihire founder is shocked when the giant behemoth that
       | did the acquisition is motivated to protect its billions of
       | quarterly profit at the expense of empowering all the brainpower
       | it employs to do innovative and inherently risky things.
       | 
       | Really good piece of writing though, it never loses the plot
       | despite being a longer read.
        
         | mcenedella wrote:
         | "it never loses the plot" - great assessment. it really does
         | hold your attention throughout.
        
         | pif wrote:
         | Your comment is spot on, and the line you wrote summarizes
         | perfectly the article.
         | 
         | If you are wondering about the downvotes, it's because HN'ers
         | hate when you state the truth about the world being larger than
         | the web startups microcosm.
        
       | college_physics wrote:
       | Lots of stereotypical phrases: "Lead with commitment to a
       | mission", "Embrace agile or lean development", "Winnow the layers
       | of middle management" etc., the sort of low-risk generalities
       | that are maybe suitable for expertise-lite consultancies but
       | don't really shed new light.
       | 
       | What truly "ails" an entity that prints billions? Does it take an
       | insider to figure out? Does it take a technologist? If you go
       | back to startup school and try to map the entity into the
       | Business Model Canvas [0] you immediately spot the obvious
       | peculiarity: the incongruous mix of customers (advertisers versus
       | infrastructure users). What is the value proposition, to whom?
       | All the money and brainpower in the world don't help if you have
       | your moral values messed up. Its a soul thing.
       | 
       | [0] https://www.strategyzer.com/canvas
        
       | dekhn wrote:
       | I built and launched a fairly simple project at Google- a web
       | site for the upcoming North American solar eclipse. At some point
       | I had to do a legal review to launch the website and come up with
       | a "GDPR narrative" for EU users. But our users were almost 100%
       | american and the entire project was centered around an event
       | occurring in the US. SO I am very open to the idea that Google
       | needs to relax its process around its lower-impact projects.
        
         | [deleted]
        
       | spicyusername wrote:
       | Very well written and insightful. Thank you for sharing.
        
       | ethbr0 wrote:
       | >> _on the other hand, any individual customer you dissatisfy
       | creates zero risk unless it is a mega-customer, so customer
       | satisfaction is just a concept on a dashboard to be trotted out
       | at an all-hands meeting, tut-tutted about, and then forgotten
       | about_
       | 
       | From my exposure to GCP from the enterprise side, this rings
       | true. The folks we worked with were polite, but seemed to be
       | asking us about our needs as a one-off / outside the normal
       | process.
       | 
       | With credit to the teams we interacted with, they were helpful
       | and acted on our feedback (things like "As a customer, I need a
       | dashboard that tracks my GCP spending"), but it was apparent this
       | wasn't something they frequently did with customers.
       | 
       | "The maze is in the rat" is a great metaphor.
       | 
       | Execs want certain things ("Realtime visibility into all
       | projects!" or "Stability!") but underappreciate the
       | organizational opportunity cost in requiring them.
       | 
       | Is it more important to have perfectly tracked projects or
       | projects which ship 20% faster?
       | 
       | And if the former, we all understand you're training your people
       | to be like forever, right?
        
         | bruce511 wrote:
         | Google is famous for basically just ignoring customers. Or more
         | accurately, ignoring users, since users are not customers.
         | 
         | Customers are those spending money posting ads on search.
         | Frankly even they get crap customer support, but at least they
         | are customers.
         | 
         | I'm no googler but it's clear "user support" (and "customer
         | support") are not priorities at google, and that means other
         | people _are_ priorities. So it's not exactly a shock to
         | discover employees optimize to make other employees happy
         | (measured) versus keeping users happy (not measured.)
         | 
         | I factor that in when I decide if I want to be more than a
         | user, if I want to be a customer. (So far the answer is
         | basically "no".) And, as a user, I understand I'm not a
         | customer and Google doesn't care about me, or my gmail
         | account... So I treat my gmail account with the importance it
         | deserves.
         | 
         | So what though? This makes them happy, and they're all paid, so
         | what does it matter what the outside world think or care?
        
           | rwmj wrote:
           | They don't seem to care about their corporate customers
           | either. eg. corporate gmail spam filtering is fundamentally
           | broken and no one seems to be able to do anything about it.
        
           | motoboi wrote:
           | I have been a enterprise customer of google cloud.
           | 
           | There is a chasm between google cloud and microsoft azure.
           | Azure sucks as a product, but they really, really, really
           | want you as costumer. Damn, I get a weekly one-to-one with
           | the guy which was part of the team that created their
           | kubernetes offering, just because I needed someone with
           | expertise in the matter to help us maximize the benefit or
           | ours. NO EXTRA COST.
           | 
           | With Google I got a guy that knows Kubernetes less than me. I
           | sometimes get embarrassed asking them questions because they
           | don't know how to answer but must come up with something to
           | answer because the account manager is in the call. It feels
           | like their poor account managers take a uphill battle just to
           | get someone to talk to us. I feel sorry for them.
           | 
           | Guess what happens? must deployments are in azure, even if
           | the azure CLI sucks, the azure portal is a mess and azure
           | products are inconsistent.
           | 
           | But Google's GKE ingress takes 20 minutes to update (there is
           | a years old bug opened, nobody cares), vs Azure application
           | gateway taking 30 seconds. Both being very bad for us, but I
           | get to talk to the Microsoft the guy who worked on that
           | integration and discussing with him the pros and cons of
           | using ingress-nginx instead.
           | 
           | Google don't want us as costumers, they just want to brag
           | about having a better cloud (they don't).
           | 
           | (as a PS, please microsoft your employees don't like to
           | answer questions on stack overflow. But great to be able to
           | get stackoverflow answers from the product managers).
        
             | com2kid wrote:
             | > Azure sucks as a product, but they really, really, really
             | want you as costumer. Damn, I get a weekly one-to-one with
             | the guy which was part of the team that created their
             | kubernetes offering, just because I needed someone with
             | expertise in the matter to help us maximize the benefit or
             | ours. NO EXTRA COST.
             | 
             | When I was at Microsoft, the highest tier of support
             | contract got you meetings with the lead developers of
             | whatever product you found a pri0 bug in.
             | 
             | Found a way to crash the compiler and simple code changes
             | weren't enough to work around it? A meeting with a member
             | of the C++ compiler team would be arranged.
             | 
             | Microsoft has a history of customer focus, though I fear
             | that was very much diluted when MS got rid of their
             | dedicated test orgs.
        
             | dekhn wrote:
             | if you're on a call with an account manager and a support
             | person, and the support person is clueless, politely shut
             | down the meeting early, and then schedule a 10-minute with
             | the account manager to tell them the support person isn't
             | helping.
             | 
             | As much as I hate personal relations, I frequently have to
             | "herd cats" (contractors and cloud vendors). On the other
             | hand, once in the while I get an absolute superstar and I
             | work to keep them on my projects as long as possible.
        
         | quanticle wrote:
         | Is it more important to have perfectly tracked projects or
         | projects which         ship 20% faster?
         | 
         | It's far more important to have perfectly tracked projects. A
         | perfectly tracked project which is guaranteed to deliver on a
         | particular day is _gold_. It makes planning for the rest of the
         | organization much easier.
         | 
         | To use a programming analogy, it's like the difference between
         | latency and jitter for real-time systems. Many real-time
         | systems will happily sacrifice considerable amounts of average
         | latency, in order to minimize jitter. It's far better to have a
         | process that completes in 200 ms _every single time_ than it is
         | to have a process that completes in 2ms most of the time, but,
         | occasionally takes 2000ms.
         | 
         | Similarly, from a managerial perspective, it's far better to
         | have a team that gives you good visibility, allowing you to
         | plan for a completion date (even if that date is farther into
         | the future than you'd like) than it is to have a team that
         | mostly finishes projects quickly, but occasionally bogs down
         | and takes a year to finish a project that was initially
         | estimated at two months.
         | 
         | The problem is that far too many organizations have _neither_.
         | They don 't have visibility, _and_ they finish projects late.
         | For these organizations, your dichotomy is a false one --
         | better tracking is _how_ they will ship faster.
        
           | ethbr0 wrote:
           | > _better tracking is how they will ship faster_
           | 
           | There's a reason PMs are reviled to mildly tolerated by
           | engineers: they believe the map is the end product, not the
           | territory.
           | 
           | The correct answer to which is more important is "It
           | depends."
           | 
           | There are many businesses where shipping 20% later leads to
           | ceding first mover advantage and losing the game. Largely
           | what's being discussed in the article.
           | 
           | More detailed and accurate project tracking and projection
           | doesn't deliver quicker shipping. Effectively _prioritizing_
           | outstanding work does.
           | 
           | They're similar but definitely not the same.
        
             | robertlagrant wrote:
             | > More detailed and accurate project tracking and
             | projection doesn't deliver quicker shipping. Effectively
             | prioritizing outstanding work does.
             | 
             | This is it. With the advent of broad, powerful tools you
             | can use to automate off your codebase, there's less and
             | less manual rote work that needs tracking, and a greater
             | and greater percentage of creative, hard to estimate,
             | engineer-driven work. And the best way forward is to plan
             | releases with certain features, and flexible timelines, or
             | plan releases with fixed timelines, and flexible features.
        
             | quanticle wrote:
             | There are many businesses where shipping 20% later leads to
             | ceding first         mover advantage and losing the game.
             | 
             | Are there? Can you name some examples? Because when I think
             | of technology, first-mover advantage counts for very
             | little. The first successful web browser wasn't NCSA
             | Mosaic. It was Netscape. The first successful portable
             | music player wasn't the Nomad, it was the iPod. The
             | Macintosh long predated Windows, but Windows has by far the
             | larger market share. Same with iOS and Android. Google was
             | far from the first search engine. Facebook was far from the
             | first social network. Amazon didn't invent e-commerce. In
             | automobiles, Ford was first to mass production, but it was
             | overtaken by General Motors by the 1930s, and they both
             | were in serious trouble when the Japanese auto
             | manufacturers, which didn't even really get going until
             | after World War 2, arrived.
             | 
             | So in which business exactly does shipping 20% later lead
             | to "losing the game"? If anything, the _real_ risk is in
             | shipping a half-baked product too soon.
        
               | ethbr0 wrote:
               | AdSense, Amazon, Apple II / iPod / iPhone / iWatch, CNN,
               | JavaScript, Netscape, Netflix, PayPal, Roku
               | 
               | The critical window isn't when something is first
               | possible (e.g. when the first product appears), but when
               | the combination of technical abilities, component price
               | points, and market characteristics intersect to permit
               | success.
               | 
               | To use a physical example, the iPod and iPhone were great
               | products, but they were hits because they launched with
               | the features they did, at a specific point in time, at a
               | specific price point.
               | 
               | We know that potential for success infection point
               | existed then, because they did build a working device and
               | achieved success.
               | 
               | Consequently, if they had _not_ completed those devices
               | when they did (say, +20% time), another device could have
               | achieved their success.
               | 
               | Maybe nobody on the planet existed other than Apple who
               | could do it... but the possibility was provably there.
               | 
               | Or in simpler form: Netflix was far from the first
               | streaming video service. They were the one who launched
               | with the right features at the right time.
               | 
               | Nobody cares if you catch a small wave perfectly. What
               | matters is catching the best wave of the day, in the
               | brief window you have.
        
           | marcosdumay wrote:
           | Tracking does not guarantee anything. Tracking only tells you
           | have missed the release after all of your plan is already
           | destroyed.
           | 
           | You seem to want estimation. And you will keep doing exactly
           | that, "wanting", because estimation isn't something that
           | scales to big projects or multiple ones.
        
             | quanticle wrote:
             | We're not special [1]. Programming isn't _that_ different
             | from other engineering disciplines. The difference is that,
             | somehow, programmers have developed this anti-intellectual
             | attitude that keeps them from doing the hard work needed to
             | develop the estimation tools that other engineering
             | disciplines take for granted. Step one in developing those
             | tools is tracking.
             | 
             | [1]: https://www.hillelwayne.com/post/we-are-not-special/
        
         | cube2222 wrote:
         | It's worth noting that AWS is really good with this.
         | 
         | Their paid technical support (the 100-200$ one) is great and
         | responsive, with an easy way to escalate if a response isn't
         | helpful.
        
           | plantain wrote:
           | For what it's worth, I had similar experiences with GCP's
           | paid support. Callback from a real human within 10 minutes
           | kind of support.
        
         | cm277 wrote:
         | The problem with the article is that every company wants to
         | manage risk; turning risk into money is what a company, any
         | company, _does_.
         | 
         | Now bigger companies have processes, hierarchies, etc. to
         | manage risk in a distributed way, because well they are bigger.
         | But guess what these companies also have? profits! revenue!
         | multiple products/services that produce that revenue that can
         | be then assigned down at the appropriate level of hierarchy
         | that took/mitigated/managed the original risk.
         | 
         | Google doesn't. It's a single-product company with a single
         | Profit Line and thousands of Loss lines and it's pretending to
         | be something else. That's why they are so busy managing risk
         | all the time; most of them _don 't_ have revenues to manage,
         | aim for, use to be rewarded for.
         | 
         | Google is a monopoly, a rentier on the internet. They need to
         | be broken up and repurposed to multiple, actually value-
         | creating companies. If not for the health of the internet, at
         | least for the mental health of its employees it seems.
         | 
         | (I would argue that Google's "free" products, like Android, are
         | the worst thing that has happened to the internet; they cannot
         | be broken up soon enough).
        
           | guelo wrote:
           | I agree with your larger point but you exaggerate too much
           | calling it a single-product company. Here's a revenue pie
           | chart https://i0.wp.com/fourweekmba.com/wp-
           | content/uploads/2022/10...
           | 
           | Search is 58% of revenue but I'd still call it at least a 4
           | product company with the "other" products contributing a
           | decent 11%.
        
           | drewda wrote:
           | For example, it could be fascinating to see YouTube as a
           | stand-alone company. Currently its revenues are masked under
           | the "Google" part of Alphabet. It sounds like it's extremely
           | profitable. It could be interesting to see YouTube perform as
           | an independent entity on public markets alongside other media
           | entities, rather than bundled into a "tech" company.
        
             | Konnstann wrote:
             | From what I've heard, and from the decisions Google keeps
             | making regarding revenue sharing, ads, etc. YouTube loses
             | them a lot of money due to video storage costs. I believe
             | they even restrict the quality of uploads for some users
             | now to combat that, but don't quote me.
        
       | LatteLazy wrote:
       | I don't feel articles like this are "wrong". I feel like they
       | fail to go deep enough and if they went one layer deeper then it
       | would be clear why the problems they describe are at best
       | actually features and at worst the "least bad" option.
       | 
       | Specifically, all the issues being discussed are actually just
       | features of Google (and the rest of FAANG really) being a mature
       | company in a mature industry.
       | 
       | Google cannot (it seems) launch and maintain new services. Why?
       | Because it already has a single, ultra successful, profitable
       | service: advertising (primarily via search, gmail, youtube etc).
       | When you have no existing business (say you are a start up) you
       | have an urgent need to get one. But when you have a multi billion
       | dollar core business asset (search), you have no urgency to
       | create another. Instead you "urgently" need to not break your
       | existing asset.
       | 
       | This is the same reason GE and AT&T etc did NOT beat Google to
       | the online space.
       | 
       | This is the natural result of success.
       | 
       | This is the healthy, efficient, economically correct position for
       | a company like google to be in.
       | 
       | People have a weird expectation that Google (etc) will be a start
       | up forever. Or an incubator for start ups. Only thats basically
       | functionally impossible.
       | 
       | So the problem here is people's expectations not being realistic
       | and refusal to accept the reality that google (with 175000
       | employees) is no longer a plucky 10 person startup...
        
         | bambax wrote:
         | That's quite true; but then again, if the goal is to change
         | nothing, not make waves, and let the ad billions roll in, do
         | they need 175,000 people to do that?
        
           | LatteLazy wrote:
           | Well now you will be labelled an "activist investor"! :)
           | 
           | I think this is an excellent question.
           | 
           | I think Google has tried to be an incubator etc. And it's
           | management have had a go at new products. That means hiring
           | 
           | I think they have also been pretty big acquirers. That also
           | pushes the headcount up. Cynically people also say Google
           | acquires companies to stop those companies becoming anything.
           | When you do that, you need to keep those employees on the
           | books too (or they will just go re-found the thing you just
           | paid to kill). Not sure how true that is, I leave it to the
           | reads discretion.
           | 
           | When both these sources of new services have failed, they
           | have NOT fired people. Closing Stadia did not lead to firing
           | 90% of the "Stadia Team". Ditto 101 other initiatives and
           | take overs. It was actually a joke on "Silicon Valley" (the
           | TV show) that no one ever get's let go by tech giants. No
           | matter if they are useless or incompetent.
           | 
           | So the head count is probably pretty bloated (I have no idea
           | how many people are actually needed to run Google).
           | 
           | And that brings us to actual Activist Investors and last
           | months lay-offs.
           | 
           | I think investors are finally calling for efficiency not
           | growth. I think management are finally listening. I say
           | finally not because I think I would have done it sooner, only
           | because I think it makes sense in hind sight.
        
         | mwhitfield wrote:
         | Thank you for phrasing the comment I came here to make better
         | than I could.
         | 
         | This article (much like a lot of views expressed on this site)
         | mostly just reads as someone jumping from a startup to large-
         | business environment for the first time, and not grokking the
         | very legitimate and unshakable reasons such an org has for
         | being more conservative and process-heavy. Yes, that kind of
         | thing has to be monitored and constantly worked on to ensure it
         | doesn't grow out of control, but some level of bureaucracy is a
         | _feature_ , not a bug, for a large, successful organization. At
         | Google's scale, that "some level" is quite high.
        
           | jukkan wrote:
           | The author had worked at Microsoft for 12 years before
           | starting the company that Google acquired. So, not only does
           | he have a fair amount of experience from both sides, he's
           | also worked at MS during its "lost decade" i.e. the Ballmer
           | years.
           | 
           | The similarities between what MS was going through then and
           | what Google is now facing is to me the most interesting
           | aspect of the story. Whether you're printing money via OS or
           | search monopoly, it seems like both the direction and timing
           | of what's going to eventually happen to your business are
           | almost inevitable.
           | 
           | MS today is quite different from what it was 10 years ago
           | when the writer left. By getting acquired by Google in 2020,
           | it's almost as he travelled back in time, into another Big
           | Tech company at that same stage of the enterprise lifecycle.
        
         | cmrdporcupine wrote:
         | Yep, the primary distorting effect at a place like Google is
         | the seemingly infinite source of revenue from something which
         | is in large-part fully automated. The ad revenues are a crazy
         | firehose.
         | 
         | Yes it takes a large crew of SREs and SWEs to keep that
         | firehose fully primed, but nothing close to the labour force
         | that Google employs.
         | 
         | When I joined Google at the end of 2011 there was something
         | like 20,000 full time employees. At that point it was already
         | clearly a company that had already transitioned from a
         | disruptor of the industry to a maintainer of the status quo.
         | e.g. they clearly bought the ad-tech company I was an employee
         | at just to make us shut up and go away.
         | 
         | The conservative review and permissions structures in place
         | there that the writer is complaining about are in place to
         | avoid fucking up the firehose. And they're legit important. One
         | of the most intimidating times I had working in my career was
         | on the Ad Exchange release rotation, where I had production
         | access for the deployment of binaries to thousands of machines
         | in many datacentres that produced millions out transactions per
         | second and were responsible for buckets and buckets of revenue.
         | Please Don't Fuck Up was like an airplane banner circling
         | around in my skull the whole time.
         | 
         | Any innovations that happen at Google happen because there are
         | very smart keen people there, and Google is constantly seeking
         | out alternate $$-firehoses. But it's never happened and I doubt
         | it ever will. It's not a culture accustomed to being hungry
         | enough to work aggressively to hunt $$.
         | 
         | Politics is eating everything there.
        
       | laidoffamazon wrote:
       | I think all of this is just a symptom of the fundamental problem
       | - Google employees have been told they're special and coddled so
       | much they believe it. They genuinely think they are inherently
       | superior to the rest of us - either customers or even just other
       | practitioners at other companies.
       | 
       | I saw a talk about an upstream change to submodule initialization
       | in Git being made by a Google engineer and she was asked about
       | the specifics of how submodules ordering would work for the
       | default use case. Her response boiled down to "I don't know, how
       | we do it is we <XYZ> and we're more interested in our use case".
        
       | Willish42 wrote:
       | Like many have said, this contains a ton of insightful valuable
       | criticism.
       | 
       | That said, I take immense issue with the characterization of the
       | "heroism bad" sentiment at Google:
       | 
       | > There are documents that explicitly and proudly deride
       | "heroism" and assert that not only should product teams not
       | encourage "heroes", they should actively dissuade them. If
       | someone chooses to work twice as hard as is expected of them,
       | they usually will be prevented from doing so because they have to
       | work with others and doing so would force the others to work
       | harder too.
       | 
       | As it's been explained to me, this is actually a principle
       | primarily around avoiding inefficient hard work to keep a system
       | healthy, more of a "work smart not hard" thing. Being the only
       | person on the team who can keep prod healthy is not valuable when
       | you could get hit by a bus tomorrow, and this behavior doesn't
       | scale well. That's the gist of the argument and I think it is a
       | good one. His criticism of people not taking enough risk is apt
       | but that's not what this particular piece of culture is about.
        
       | hamilyon2 wrote:
       | Google is already running critical infrastructure of modern
       | world. Of course risk mitigation is paramount. What would be
       | 1000-s in list of risks of fresh startup easily worth full-time
       | employee working at it in Google working exclusively on some bs
       | like optimising talent acquisition reporting pipeline.
        
         | [deleted]
        
       | mschuster91 wrote:
       | > Decide which (few!) products need legal review and let the
       | others run faster.
       | 
       | That is unfortunately not really possible. At the scale of
       | Google, you have to keep up with a ton of different regulatory
       | environments - the US and EU as large blocks which lead with
       | regulation like GDPR, but also the 150+ _other_ countries that
       | have their specific demands. On top of that come all the
       | diversity issues - something completely innocent and expected in
       | the US and EU can become a criminal offense in other countries
       | (e.g. Saudi-Arabia and women 's or LGBT rights, China/Russia and
       | anything democracy, India and running afoul of the BJP).
        
       | onphonenow wrote:
       | I always wondered why glaring customer facing problems could go
       | years without a fix despite literally thousands of posts. I'm not
       | talking free users, but google apps (workspace) stuff etc. I'd
       | describe support as nice but not helpful. This really explains
       | it.
       | 
       | They also seem to have weird eventual consistency type bugs that
       | can get you into weird states you can't get out of, I wonder -
       | what tech stack is this? Do they not use sql for this?
        
         | ethbr0 wrote:
         | I'd assume those are interface (both user- and code-to-code)
         | complexity at scale.
         | 
         | I.e. 0.0001% of accounts end up in a state (across multiple
         | services) that was never expected, and therefore code to handle
         | it never written, and thus is unable to ever transition because
         | there are circular dependencies
        
       | timmg wrote:
       | This is a good article and it does a nice job of explaining
       | _some_ of the problems at Google. Of course, much of them are
       | overstated and others overfit to the _particular_ group this
       | person was hired into.
       | 
       | As someone who has first-hand knowledge of this person and the
       | project he led, I can say (and I'm sure everyone would expect
       | this): he does a great job of seeing all the things wrong with
       | the org and the company; but he fails to recognize his own
       | mistakes and shortcomings.
       | 
       | I would love to see one of these kinds of blog posts where the
       | author owns up to their own mistakes.
        
         | helicalmix wrote:
         | How exactly does having a blog post about the author's own
         | mistakes affect the validity of his criticisms against Google?
        
         | germanjoey wrote:
         | I worked with the author for a couple of years, pre- and post-
         | acquisition, and I have to admit that he drove me somewhat
         | crazy sometimes too. Leaving that aside, I also had an immense
         | amount of personal respect for him as I could see how much he
         | very genuinely cares about what he is doing. And, that's
         | actively doing his best to do right by his customers. I think
         | the author is 110% spot-on with his critique of Google here.
        
       | ChuckMcM wrote:
       | Wow. When I read this I was so struck by just how accurately it
       | captured Google culture. Things that really resonated;
       | 
       |  _The way I see it, Google has four core cultural problems. They
       | are all the natural consequences of having a money-printing
       | machine called "Ads" that has kept growing relentlessly every
       | year, hiding all other sins._
       | 
       |  _(1) no mission, (2) no urgency, (3) delusions of
       | exceptionalism, (4) mismanagement._
       | 
       | For history, my first big contribution inside Google was
       | criticized for being "not technical enough." (and that was fair
       | because the technology was straight forward), however it had
       | pushed through the organizational inertia of "don't change
       | anything" across several groups to get into product. My
       | contribution was to skillfully push things through the org
       | without activating the organizational antibodies that resist
       | change at all cost. But this was not a skill that was appreciated
       | at the time by the people that mattered.
       | 
       | The second thing was this;
       | 
       |  _Any disagreement with the management chain is career risk, so
       | always say yes to the VP, and the VP says yes to the senior VP,
       | all the way up._
       | 
       | People who were there when I was often didn't know me personally,
       | but did know "of" me by my calling out management on their
       | bogosity. I was not so enamored with "working at Google" to bury
       | my irritation with bad faith communications and actions. To the
       | point where I got direct feedback from my management chain that
       | they would have an easier time in "calibration" if I was not
       | causing so much friction. :-)
       | 
       | I suggested they might get a lot less friction if they stopped
       | doing the kinds of things they were being called out on. I have
       | never been one of those "go along to get along" people in the
       | presence of basically evil[1] people.
       | 
       | When people ask me if they should work for Google this is the
       | litmus test I give them, "Can you suppress all of your feelings
       | of justice or ethics in the face of senior leaders making
       | unethical choices chasing promotion, market monopoly, or
       | additional profits for the company?" If the answer is "no" then I
       | suggest they look to work elsewhere.
       | 
       | [1] I know that reads hypercritically, I don't have a good
       | neutral way of describing people who make decisions that help
       | advantage them at the cost of disadvantaging others. Especially
       | when that decision is unnecessary or frivolous.
        
       | AlbertCory wrote:
       | This is a pretty insightful article. I would just add that nearly
       | every large company follows this same arc. It used to be said
       | about IBM, back in their dominant days, that their product
       | bureaucracy was such that it would take them nine months to ship
       | an empty box.
       | 
       | Relative to yesterday's comments about "wartime CEOs and
       | peacetime CEOs", he says:
       | 
       | > a soft peacetime culture
       | 
       | Also:
       | 
       | > Within Google, there is a collective delusion that the company
       | is exceptional. And as is the case in all such delusions, the
       | deluded ones are just mortals standing on the shoulders of the
       | truly exceptional people who went before them and created an
       | environment of wild success. Eventually, the exceptional
       | environment starts to fade, but the lingering delusion has
       | abolished humility among the mere mortals who remain.
       | 
       | I summarized this yesterday (quoting someone else) as "born on
       | third base and thinks he hit a triple."
        
         | stephc_int13 wrote:
         | This delusion (of being an exceptional company) is always built
         | on some truth at the start.
         | 
         | And it is sad to see it vanishes. Hewlett-Packard used to be
         | such a company, their products were exceptional on many levels.
         | They had an incredible engineering culture and almost a cult
         | following of users.
         | 
         | Today they make crappy printers and what else?
         | 
         | This is sad but I am not sure this arc can be avoided, success
         | brings money and scale, and those are poison in the long run.
        
         | hypertele-Xii wrote:
         | > their product bureaucracy was such that it would take them
         | nine months to ship an empty box.
         | 
         | They _didn 't_ ship an empty box though, did they? That's what
         | the bureaucracy is partially designed to prevent. Can you
         | imagine the reputation loss if some rogue company element
         | actually shipped a branded empty box?
        
         | akomtu wrote:
         | That's the good old saying:
         | 
         | "Hard times create strong men. Strong men create good times.
         | Good times create weak men. Weak men create hard times." -- G.
         | Michael Hopf
        
           | zwkrt wrote:
           | That sounds nice but is there a case when 'strong men'
           | created good times? The example that I see people gravitate
           | toward here is how soldiers coming back from WW2 in the US
           | 'created' a society of unprecedented prosperity. But this of
           | course ignores almost every single external factor that
           | precipitated this prosperity, ignores that the prosperity was
           | for a minority of people (both in the US and /especially/
           | globally), and the fact that war does not in fact make people
           | stronger but tends to break them down. Ask your nearest vet.
           | 
           | This just sounds like a factoid upholding an antiquated ideal
           | of masculinity.
        
             | carom wrote:
             | Masculinity is not an antiquated idea. It is an identity
             | for a huge amount of the population and it is quite nice
             | when you embrace it.
        
               | sanderjd wrote:
               | The comment you replied to didn't say that masculinity is
               | an antiquated idea. It said that _an_ ideal of
               | masculinity is antiquated; that is, one particular ideal
               | of masculinity, not the idea in its entirety. You may
               | disagree with that too, which is fine, but it 's a
               | different thing than you responded to. Different people
               | see themselves in different ideals of masculinity.
        
           | jimduk wrote:
           | Not sure it is a good saying. Brett Devereaux covers it in
           | detail in his "fremen mirage" articles which I find a good
           | read.
           | 
           | https://acoup.blog/2020/01/17/collections-the-fremen-
           | mirage-...
        
             | AlbertCory wrote:
             | A strawman argument, which no one is actually saying:
             | 
             | > Second: Consequently, people from these less settled
             | societies are better fighters and more militarily capable
             | than their settled or wealthier neighboring societies.
             | 
             | > Third: That, consequently the poorer, harder people will
             | inevitably overrun and subjugate the richer, more
             | prosperous communities around them.
             | 
             | I prefer real history to science fiction, myself. The 30s
             | were indisputably hard times, but they produced the people
             | who won WW II and went to the moon.
        
               | rebuilder wrote:
               | The 30's (and the bad times before) also produced the
               | people that caused WW2.
        
         | [deleted]
        
       | iinnPP wrote:
       | It's odd reading this because none of it is surprising. Despite
       | never working there and doing absolutely nothing to research the
       | culture. It's obvious because it is everywhere, every company and
       | government is so risk adverse as to be useless. Why? That I have
       | pondered significantly.
       | 
       | My current thought process leads to virtual organizations formed
       | using the existing employees as members of a virtualized
       | democratic business. The CEO is voted in, the employee is the
       | citizen, the managers are voted in.
       | 
       | I believe it would be different than the government we have
       | because the government we have is possibly too large to function
       | as it did closer to founding. For example, Walmart has more
       | employees than the USA had people when the USA was founded.
        
         | bruce511 wrote:
         | Companies are not democracies, and companies that are
         | democracies do not work at scale. Google is struggling
         | precisely _because_ there is "too much democracy" and not
         | enough leadership.
         | 
         | In a democracy it's not important to have happy customers, or
         | ship product, as long as internally everyone is popular. So we
         | spend all our time doing politics and getting nothing done.
         | 
         | >> It's obvious because it is everywhere, every company and
         | government is so risk adverse as to be useless.
         | 
         | clearly this is not true - there are plenty of companies, and
         | startups, that are very much not risk adverse. Large companies
         | become risk adverse because bad outcomes affect huge numbers of
         | people.
        
           | skinnymuch wrote:
           | Are you saying co-ops don't work? Mondragon is "at scale".
           | The US is failing at [affordable] health care compared to a
           | country like Cuba. Worker unions are closer to democracies
           | and work well too.
        
             | iinnPP wrote:
             | Thanks for that. I didn't know about Mondragon, but given
             | the size it's a subject I am now very interested in.
        
               | skinnymuch wrote:
               | I'm still interested too. If you find anything solid on
               | it, let me know if you can, email is in bio :).
               | 
               | I was told about it by a European but otherwise have not
               | heard of big worker coops without looking for lists.
               | 
               | This coop is bigger than any organized crime like Yakuza.
               | The town where it was founded in is entirely resident
               | owned. I can't go anywhere in the US without there being
               | corporate landlords.
        
           | sanderjd wrote:
           | Is Google struggling, though? I think only in comparison to a
           | particular set of expectations or aspirations that people
           | have for it, right? Personally I share those aspirations for
           | Google - which I believe is still one of the shining lights
           | of our industry in my working lifetime - but there is nothing
           | fundamentally wrong with large risk-averse stable businesses.
           | 
           | The author of this article clearly prefers the excitement and
           | constant breakneck forward momentum of startups - and that's
           | fair enough for him! - but that doesn't imply it is the
           | objective ideal way for a company to be.
        
           | cpeterso wrote:
           | > Google is struggling precisely _because_ there is "too much
           | democracy" and not enough leadership.
           | 
           | As an example, if Google had stronger product leadership,
           | they would have one messaging/chat strategy instead of a
           | dozen competing chat apps. Other Google products would
           | integrate with and enrich that one messaging solution,
           | providing more value for users and creating a Google suite
           | that is more useful than the sum of its parts.
        
           | iinnPP wrote:
           | "Every company" was definitely poor wording, a seemingly
           | qualifier should be there.
           | 
           | Perhaps democracy is a poor word as well?
           | 
           | My thinking is on changing the hierarchy in a way that
           | results in positive impacts to productivity, innovation, and
           | employee satisfaction. Perhaps in a way similar to the
           | formation of the USA.
           | 
           | The top down method currently used seems to have a rather
           | negative impact. It is still a popularity contest, the only
           | difference I see is where that contest is focused.
           | 
           | Is the preference not to want to work and make things better?
           | Is that gone? Is the new model do what you're told and find
           | another 10% effort job or five? Possibly. Maybe people like
           | that, maybe they don't.
           | 
           | Though I prefer in life to look at potential solutions than
           | at problems. I realize that's not normal
        
             | MichaelZuo wrote:
             | > It is still a popularity contest
             | 
             | The point of the focus on bottom line profits is because it
             | cannot be gamed like a popularity contest.
             | 
             | Banks would never add money, or subtract money, from a bank
             | account just because of someone's fame or popularity, so
             | they serve as the neutral arbiter.
             | 
             | It can of course be gamed in other ways such as
             | prioritizing quaterly profits by neglecting longer term
             | potential.
        
         | bbor wrote:
         | Sounds like you'd be interested in a co-op!
        
       | sanderjd wrote:
       | I'm going to call out one specific point I disagree with, which
       | I'm curious whether others will or won't agree with me on:
       | google3 and the associated set of internal tools actually are
       | better than what exists "in the real world".
       | 
       | I went from startup world (mostly rails and frontend frameworks
       | of the early teens) early in my career to google3 for about half
       | a decade to the whole suite of public cloud stuff starting about
       | a year ago and I really miss google's internal tooling.
       | 
       | It's not at all that any given component is much or at all better
       | than any given public competitor. Indeed I think the article is
       | right that on an individual component basis there are strong
       | competitors to everything google has internally. But taken as a
       | whole, I found it _much_ easier to figure out what tool to use
       | for a given job and get it working well for my task within google
       | than it is with all the public tools. But it 's an integration
       | and analysis paralysis / paradox of choice and sales cycle
       | problem, rather than a technical problem.
       | 
       | Do I go with a fully managed service or self-host? How well does
       | the self-hosting work with my infrastructure? What about cost
       | comparisons? Do these three tools work together at all? Do they
       | support my particular sso setup? It's just so much crap before
       | even getting to the point where the technical capabilities are
       | important. And it is either prohibitively time consuming or just
       | actually impossible to do any sort of objective analysis of
       | different options, so everyone just guesses and cargo cults.
       | "This seems to have the most mindshare in the community."
       | 
       | I experienced variants of some of these same problems with google
       | internal tools, but there were easy and good answers to a large
       | enough set of the questions that it always seemed a lot easier to
       | get an answer and move on.
        
       | williadc wrote:
       | Google erased more than $100B in shareholder value with a single
       | botched demo. I imagine events like this will only further
       | increase their risk aversion.
        
       | collinmcnulty wrote:
       | How does this square with Google's reputation for releasing and
       | then abandoning many, many products? Like their dozen chat apps,
       | Stadia, seemingly every other Alphabet subsidiary, etc.
       | 
       | It seems like Google is pretty good at releasing things, just not
       | at following though on supporting them to become a real line of
       | business. The perception that Google can't release seems new and
       | odd to me as an outsider.
        
         | blululu wrote:
         | One of the author's primary critiques is that nobody cares
         | about the users/customers. All actions are aimed at an internal
         | audience rather than an external audience. Thus product
         | releases are done for internal reasons (i.e. impressing senior
         | managers and getting promoted). They aren't done for the sake
         | of external customer/users - hence the lack any long term
         | commitment.
        
           | oh_sigh wrote:
           | This rings true to me. I worked at Google after being at
           | Amazon for a few years and the customer focus was like night
           | and day.
        
       | dangus wrote:
       | This is a lot of detail without a lot of _business_ substance
       | that matters. It 's not true insider information, it's opinion-
       | based, and it's not really all that relevant to whether Google is
       | "in trouble."
       | 
       | The premise is that people are catching up to Google while Google
       | mismanages. Microsoft is coming out strong and refreshed (and, I
       | agree, they are seemingly very well managed), and small
       | competitors are nipping at their heels.
       | 
       | The intro of this article touts the new Bing AI search engine as
       | a major threat to Google. But...is it? Microsoft released what is
       | essentially a proof of concept piggybacking on OpenAI's work.
       | 
       | So is Google really in trouble? Let's look at this through the
       | lens of revenue [2]:
       | 
       | - Google is essentially a search monopoly. It's impressive that
       | Bing has gotten _anywhere_ , but it's too early to say if gaining
       | 4% marketshare in a year [1] is the sign of a lasting trend. The
       | fact that Bing and Edge are persistent defaults with constant
       | nags in Windows 10/11 as well as being integrated into Windows
       | search and 90%+ of people _still_ switch their browser and search
       | to Google tells you a whole lot about consumers ' preferences.
       | 
       | (On this note, remember that the better product doesn't always
       | "win" in capitalism. For example, Microsoft Teams has more active
       | users than Slack _by far_ [3], but that 's not because it's the
       | better app - that's because it's part of an ecosystem and a
       | migration path for Microsoft's army of business clients)
       | 
       | - GCP will be a cash cow forever, just like AWS and Azure.
       | 
       | - Android and the Google Play store are also forever cash cows.
       | Android and iOS are a forever duopoly with no chance of
       | disruption.
       | 
       | - YouTube: another cash cow with both ad and subscription revenue
       | with no sign of disruption.
       | 
       | Sure, if Google Search fails, the company is basically less than
       | half the size. But the idea that a company like Google is going
       | to screw up on search in the long term isn't based on any sort of
       | evidence in my mind.
       | 
       | [1] https://www.statista.com/statistics/216573/worldwide-
       | market-...
       | 
       | [2] https://fourweekmba.com/google-revenue-breakdown/
       | 
       | [3] https://kinsta.com/blog/microsoft-teams-vs-slack/
        
       | hintymad wrote:
       | > Risk mitigation trumps everything else
       | 
       | Yet, Google has no problem shutting down services that millions
       | of users use daily (greader), and worse, tens of thousands of
       | customers use (IoT Core). It seems their reward-and-punishment
       | system, aka culture, has some issues.
        
       | davemp wrote:
       | >> Does anyone at Google come into work actually thinking about
       | "organizing the world's information"?
       | 
       | This is the poignant question IMO.
       | 
       | The texture of the internet has changed drastically since the
       | golden age of "Googling" for things. I feel like the current
       | search vs. SEO paradigm has become a losing battle. The bad
       | actors have adapted to Google's algorithms and now resemble the
       | holes in Search's strategy like some over evolved contagion. The
       | main issues I see as a lay person are:
       | 
       | - Bounce time and other metrics actively incentivizing content to
       | be obfuscated and waste user's time.
       | 
       | - Content theft being viable and disincentivizing high quality
       | content that can be copied easily.
       | 
       | - Walled garden sites that don't want to surrender their content
       | for ad impressions and aren't easily or impossible to index.
       | 
       | I feel like solutions to the above problems would involve Google
       | killing its own golden advertisement goose.
       | 
       | Maybe there are high influence Googlers that do come into work
       | and think about "organizing the world's information . . ." but a
       | "in way that makes Google the most money" is inevitably tacked
       | on.
        
         | mblevin wrote:
         | The other issue is also does "organizing the world's
         | information" fit as the right mission for the company? Company
         | missions change over time.
         | 
         | Larry Page said almost 10 years ago (!!!) that Google's mission
         | probably needed to be updated. That's a long time to be lost in
         | the wilderness.
         | 
         | https://www.theguardian.com/technology/2014/nov/03/larry-pag...
        
           | davemp wrote:
           | Sure Google is a lot more than search at this point, so it's
           | not _the_ right mission. Though, I would say  "organizing the
           | world's information" is at least _one_ of the right missions
           | for the company.
        
             | mblevin wrote:
             | Funny enough - Satya Nadella introduced a new mission
             | statement at Microsoft shortly after he became CEO[1].
             | 
             | It's pretty anodyne, but by design - it's a way to push the
             | company towards different ways of operating by creating a
             | pretext to say "X project is part of the new mission and
             | here's why" from a top-down perspective.
             | 
             | 1. https://www.geekwire.com/2015/exclusive-satya-nadella-
             | reveal...
        
         | ethbr0 wrote:
         | The web as a whole never came up with an answer to the question
         | "As someone in possession of valuable information, why would I
         | want to allow that information to be indexed, which would allow
         | someone to trivially copy it?"
         | 
         | "Information wants to be free" was fine for ~1990-2010, until
         | Google et al. took advantage of it to build walled gardens they
         | could profit from.
         | 
         | In retrospect, I feel like if the in-web-standards
         | micromonetization efforts had been adopted, we'd be in a better
         | place today, because there would have been better revenue
         | channels than "Whoever controls ads."
         | 
         | And/or differentiate and regulate search as a privileged common
         | carrier-style business class, prevented from reusing their web
         | scraping for other products.
        
           | davemp wrote:
           | It certainly feels like there are some regulatory
           | loopholes/oversights being abused.
           | 
           | Maybe just make it illegal (or actually just enforce existing
           | laws) to link to websites that violate copyright laws (from
           | pages with monetization) and force the market to sort things
           | out?
           | 
           | It would be the end of an era for the internet in many
           | different ways, but maybe the wild west needs to just end?
        
           | bootsmann wrote:
           | I think a big reason why ads became the dominant way of
           | revenue generation on the web (as opposed to
           | micromonetization) was systemic issues that just took time to
           | solve.
           | 
           | a) early internet adopters were mainly young people who
           | didn't have a lot of purchasing power yet
           | 
           | b) a complete lack of trusted means for online payment
           | 
           | More recently things have started to trend away from this
           | because these two issues are now solved. You can see this in
           | social media like Discord or Telegram who have a freemium
           | model, movie/tv streaming like netflix or disney plus, new
           | entrants like kagi or the general proliferation of SaaS
           | offerings which can now sustain a premium userbase where
           | previously you would've opted for an ads based model (think
           | of the n different todolist providers etc.)
        
       | ejb999 wrote:
       | "delusions of exceptionalism"
       | 
       | Love that description - and of the 4 faults the author points
       | out, that is the one that is going to hurt them the most.
       | 
       | No way a company fixes having 'no mission', 'no urgency' and
       | 'mismanagement' if a large portion of the staff things they are
       | exceptional at everything they do.
        
       | nfRfqX5n wrote:
       | lots of people here piling on google over the past 2 weeks,
       | interested to see how it goes
        
         | quags wrote:
         | I see that too and wonder if this will lead to an over sold
         | stock and a similar Microsoft lost decade which may be a few
         | years in. Google overall is very profitable and just needs 2-3
         | wins over the next few years and they have the cash to do it.
        
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