Ads are doing better than ever, Android is holding steady worldwide, Maps has a huge moat that Apple has yet to overcome (in over a decade), nobody really complains about Google Search except us nerds.
I see them just coasting, but an overtake is unlikely in this decade.
“The New Bing” sounds interesting but that’s not all that Google is about, it’s not 2002 anymore.
But where Google Maps still dominates is in its unrivalled, global point of interest (POI) data. Accurate business locations, opening hours, photos, reviews, etc... nobody else comes close.
Dallas has a lot of parallel highways/roads, and Apple Maps seems to get really confused and have to recalculate the route every few minutes when I'm down there. Google seems to understand it perfectly and simply doesn't do that.
What you've just described are the conditions that, time and time again, have persuaded companies to cut R&D spending and set the stage for being overtaken in a couple decades.
(After going 20 years without an engineering culture in management, would they respond to a threat by jumping on a real emerging technology, or a buzzword technology? That's why you can't cut your researchers and simply bring them back when your competitors are getting close.)
I know many non nerd complainers, but they don't know any alternatives.
Nobody's cracked the "general search across the whole Internet" nut better than Google has right now. But that nut itself has encountered challenges in yielding value as of late.
I have paid for months from my own pocket and since I started using it, search doesn't drive me mad anymore.
It is not perfect, but anytime I find a problem now a real human verifies it or ask for clarification within hours and a fix is made an pushed with a reference to my report.
Also: for some narrow searches like arcane git knowledge or some niche parts of history etc, search.marginalia.nu is actually a lot better than Google and DDG and Bing. I am actually serious! Much less spam and you find results that could easily have drowned in between "top ten" articles in any mainstream search engine.
Can I guess it wasn't a result of keyword stuffing with every result but Google and Bing "forgot" some of your search terms to show you more thinly veiled ads/"content"?
Rather, they become bricks in the wall: the kind of place where the firm is extremely unlikely to ever shut down because it's inextricably embedded into the business practices of major firms and governments, but it also has to run ads to get the next generation of employees to bother to go work for it.
For a company to effectively displace Google, they need a lot of really well-made services priced more attractively than 'free*'.
I can adjust my results, block or prioritize, but I rarely do that.
What I sometimes do however is I write a bug report whenever bad results sneak in. In a matter of hours a human looks at the results, verifies or ask follow up questions and in a few days or max < 1month a fix is out.
No more having to deal with a search engine that ignores both doublequotes and the verbatim operator (that is both Google and DDG and Bing).
Actually, the last few months before I got access to Kagi I used (and paid for) search.marginalia.nu . It was actually and honestly better for certain queries, especially things like arcane git knowledge or (I think) the nerdier parts of history.
I would say the change towards “less exciting” is driven by risk-averse management. Even their latest “risk” (Bard) was driven by Microsoft’s Bing release. I would even argue that releasing Bard represents the lower-risk approach. The risk incurred by being silent is undoubtedly what moved Google executives to rush out a half-baked and even more poorly executed “demo”.