I think this is a meaningfully different variation on the "Google doesn't commit to their products" convo. If we look at the subset of those where, retrospectively, we see that others enter the same space executed successfully and built big businesses, it's a new way of articulating Google's collapse of strategic vision.
Wave is a good example. I think Stadia is another one, they checked out right as handheld gaming started taking off. Probably others once you start looking through everything.
It’s classic big company syndrome. Stupid performance processes, obsessions with metrics above all else, the MBAfication of the entire leadership chain. It’s basically impossible to build a good product in this environment. All big tech has this - they succeed through acquisition and anti competitive approaches instead.
Wave is a good example. I think Stadia is another one, they checked out right as handheld gaming started taking off. Probably others once you start looking through everything.