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End of the day, the best product innovation has come from hungry passionate and capable founders with a solid mix of science, engineering and product.

As we are now seeing before our eyes, Google has aged. Big tech cushy culture does no longer creates an environment that yields innovation.

The MSFT move was probably brilliant most for this reason. They saw the writing on the wall. ChatGPT would never have been invented at any big tech co.

Goog investment in anthropic is just taking msft sloppy seconds and kind of copy cat play. Who knows maybe anthropic will make a happy mistake and create something surprising.

You are likely reading the result of a lot of corporate reorg that was a big political battle and the victors are now patting themselves on the back.

That said, reorg can be good to refocus the company, but you’re bleeding out massively while the infection spreads, putting a little bandaid is no reason to celebrate.

Anyways wish them the best of luck. As a kid it was always one of those companies we all dreamed to work for. Now it is like an aged grandparent who needs a cane to walk and encouragement when they are able to walk by themselves.




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