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Companies confuse their initial product success with general success. "We made this amazing thing, so everything we do is amazing". The logic is flawed but can carry the company a tremendous distance before becoming unsustainable. Google is reaching the early steps of the unsustainable phase, and their initial product success is finally being threatened via AI. Working on an open source library for 9 years and then complaining that the company is changing is ironic.



I've seen a hypothesis that Google has never created anything new worth anything to anyone, after it created search and ads. Gmail is a clone of Hotmail, and YouTube and Android were acquisitions.


There were Internet search engines before Google, but Google did it way better.

I remember when Gmail was new. It was way, way better and more amazing than Hotmail. The idea was a practically infinite searchable inbox. Nothing else was like it at the time.

I think it would be unfair to not give credit to Google for YouTube. YouTube was indeed a visionary idea with legs, but it is so much further developed now than in 2005. And a lot of it has to do with the way Google has nurtured it over the years.

You could also say there were digital music players before the iPod, Apple copied the Mac from Xerox, and there were smart phones before the iPhone.


The hypothesis is not wrong. Google is still just ads and search. It’s a utility “nothing to see here” company now.

Paradoxically, Microsoft now looks newer, fresher and more innovative than this.




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