He's not claiming anything about product, there is something to be said for fiscal discipline and paying for 200,000 people with an unclear purpose (direct Pichai quote: "hired for a different economic reality", aka "unable to plan ahead for more than a few months"). But I still don't understand where were these smart frugal influential shareholders a year ago, when the overhiring could have been corrected without damaging the company's reputation and people's careers.
