"They have great R&D but just can’t make products"

Is this just something you repeat without thinking? It seems to be a popular sentiment here on Hacker News, but really makes no sense if you think about it.

Products: Search, Gmail, Chrome, Android, Maps, Youtube, Workspace (Drive, Docs, Sheets, Calendar, Meet), Photos, Play Store, Chromebook, Pixel ... not to mention Cloud, Waymo, and Gemini ...

So many widely adopted products. How many other companies can say the same?

What am I missing?

I don't think Google is bad at building products. They definitely are excellent at scaling products.

But I reckon part of the sentiment stems from many of the more famous Google products being acquisitions orignally (Android, YouTube, Maps, Docs, Sheets, DeepMind) or originally built by individual contributors internally (Gmail).

Then here were also several times where Google came out with multiple different products with similar names replacing each other. Like when they had I don't know how many variants of chat and meeting apps replacing each other in a short period of time. And now the same thing with all the different confusing Gemini offerings. Which leads to the impression that they don't know what they are doing product wise.

Those are all free products, some of them are pretty good. But free is the best business strategy to get a product to the top of the market. Are others better, are you willing to spend money to find out? Clearly, most people are not interested. The fact that they can destroy the market for many different types of software by giving it away and still stay profitable is amazing. But that's all they are doing. If they started charging for everything there would be better competition and innovation. You could move a whole lot of okay-but-not-great cars, top every market segment you want, if you gave them away for free. Only enthusiasts would remain to pay for slightly more interesting and specific features. Literally no business model can survive when their primary product is competing with good-enough free products.

They come up with tons and tons of products like Google Glass and Google+ and so on and immediately abandon them. It is easy to see that there is no real vision. They make money off AdSense and their cloud services. That's about it.

> Products: Search, Gmail, Chrome, Android, Maps, Youtube, Workspace (Drive, Docs, Sheets, Calendar, Meet), Photos, Play Store, Chromebook, Pixel ... not to mention Cloud, Waymo, and Gemini ...

Many of those are acquisitions. In-house developed ones tend to be the most marginal on that list, and many of their most visibly high-effort in-house products have been dramatic failures (e.g. Google+, Glass, Fiber).

I think the sentiment is usually paired with discussion about those products as long-lasting, revenue-generating things. Many of those ended up feeding back into Search and Ads. As an exercise, out of the list you described, how many of those are meaningfully-revenue-generating, without ads?

A phrasing I've heard is "Google regularly kills billion-dollar businesses because that doesn't move the needle compared to an extra 1% of revenue on ads."

And, to be super pedantic about it, Android and YouTube were not products that Google built but acquired.

Notably all other than Gemini are from a decade or more ago. They used to know how to make products, but then they apparently took an arrow in the knee.

Didn't they buy lots of those actually ?

Search was the only mostly original product. With the exception of YouTube which was a purchase, Android and ChromeOS all the other products were initially clones.