My hunch is that Google is past it's prime, all the good PMs are gone, and now it looks like a chicken hydra with all the heads off and trying to run in multiple directs.

There is no clear vision, coherence, or confidence that the products will be around in a another year

Kind of a weird take given they are one of the strongest AI providers who are the most vertically integrated. Sure, maybe the company isn’t as healthy as it once was, but none of them are - late stage capitalism is rotting most foundations