Look this is all nice but when you go back to the incentives there’s really good reasons to not build with your stuff Google.

You see, we know every time we use AI instead of one of your existing products, you lose money. A lot of money in case of anything that’s monetized like search. So you’re in a bind - you need people to believe you own the AI future but not actually use it.

AI for you is the bright flare you want investors to look at so they don’t fully understand how much the ads business is burning under your layers of smoke screens and unsustainable metrics juicing (How many more times do you think you can raise Youtube fees and close products like Google Domains?).

Your own company dysfunctional. Fear and terror about layoffs cause people to optimize for kpis that shift every month. Nobody wants to do the right thing because that’ll get you fired.

You feel compelled to cherry pick metrics and compare non released models along those cherry picked metrics to existing and working competition products. You make fake videos to get headlines to distract people from how far you are behind because every agressive move you can make in AI will cannibalize your existing business. Your own pricing communication compares Gemini to GPT 4 to look favorable when it’s available performance is more GPT 3.5 territory. Why?

A capable leader would have done the hard thing, but you have no leaders only managers who managed to survive the VP backstabbing gauntlet by diplomacy. They are unable to enact the decisive change needed, unable to sell to the shareholders that you can’t have both things - booming ads product and AI business because Microsoft shrewdly shanked you with their OpenAI shiv and forced a consumer battle you were not ready for.

You sit on proprietary technology, getting hammered by OpenAI on the top and eaten alive by LLamas on the bottom. There’s no space for a closed source #3 in this market, let alone one who had grown fat and untrustworthy in this market.

We all can see you are bleeding - your once proud search result page which didn’t need people to even scroll, let alone go to page 2 now has been revamped to infinite scroll as you are in full value extraction mode. Your incentives are now to kill any consumer value that may still be found in your products to survive the next quarter, and the next. And because you are failing, you still have 10% layoffs every quarter too, which cripples your organization.

You are not well google; you are selling your souls; firing your employees and squeezing your customers to make your shareholders right quarter after quarter. We know you have all the elements needed to run a great AI business, but unfortunately for you, most of a great AI business is not incremental but competitive with your own ads financed products. You failed to align your own organization on AI Transformation - instead you left your teams rudderless and without guidance and it shows.

In short, you are a wounded giant leaping from short term bandaid to short term bandaid, resorting to lies and smokescreens to appear in control. You’ve known peace and control for too long to react in wartime. Just like your investors, your “leaders” still believe they deserve that stock bonus today if they just juice to meet the metrics, what happens tomorrow be damned.

Even your lawyers and executives got so sloppy, they openly ignored the law and deleted evidence (wtf Google?), making Epic take a piece out of you where they couldn’t from Apple.

There’s blood in the water - your blood and everyone in this Red Ocean understands it’s yours. Meta, Microsoft, OpenAI and Apple, they all are plunging their knives into you. And you are flailing. Only a fool would build on your business offerings in AI right now, your crazed moves are too erratic, too high risk.

Go away google, you are drunk. Let’s talk again in a year when you are bled to size.