As an outsider, I'd be really curious to understand why, given how well positioned they seem to be in the AI battle:
- huge, quasi unmatched data war chest
- huge, quasi unmatched, planet-scale infrastructure
- native AI chip design and production (TPU)
- the core ideas for what we now know as "AI" were invented there
- deepmind, enough said
- pretty much the deepest pocket of all the AI players with the possible exception of MSFT
- a massively large user base and reach to deploy AI to (Android, YT, Cloud, Search, Email, ...)
- supposedly one the best engineering culture of the valley
Why do the best people leave ?
Why do their AI product always come in 3rd place ?
Why can't they seem to take the lead, both in terms of product design or in term of raw LLM performance?
The only answer I can think of is:
- culture is completely broken
- management sucks something fierce
- company is so fat and rich no one is actually interested in winning anymore