Imagine being Sundar Pichai now: - you had the largest continually updated data set of any company to train AI on (the Google Index) - you invented the underlying technology of LLMs like ChatGPT in 2017 called Transfomers - you had complete search dominance: all you had to add
Can Google turn the ship around? I think possibly yes But then Sundar has to step down, he's nice but not the man for the job anymore I want Google to do well, because via all my ETFs a lot of my own money is tied up in Google stock as well
@levelsio Not sure if it’s ego or what but almost all AI services provide OpenAI-compatible API endpoint. Except Google.
@daniel_nguyenx That's a really big detail that not many people wanna admit, I agree 100% Ease of dev is super super important
@levelsio What do you think was his great undoing though, funding or something like bad engineers...?
@CranQnow I think corporate bureaucracy Lots of stories I heard from ex-Googlers, always in private though Engineers that get pulled into endless DEI meetings for ex, just time spent on bs
@levelsio The quotes are telling straight to the face why he is CEO and they are not. Almost everyone prayed for his downfall .
@subhajitlucky Google is back because Sergey Brin returned
@levelsio A lot of these non-founder CEO’s are great fiscal tacticians and woeful strategists. Steve Jobs wrote extensively about exactly this phenomenon.
@levelsio More focused on DEI
@levelsio Sundar is unimaginably bad and I’m constantly amazed he still has his job. Been saying this for like 2 years now. And people point to Google’s earnings as some kind of rebuttal. Let’s check in on those earnings in 20 years from now. They need to change course dramatically, ASAP.
@levelsio $GOOGL like others grew because of visionaries and innovators. They then hired "people managers" who focused on "culture" & politics. Want growth and innovation? Hire an innovator. Want "managers" who focus on politics and "culture"? This is what you get. Same as $AAPL
@levelsio Corporate bureaucracy is a death sentence to innovation and creativity. They end up with nothing but suits climbing ladders. https://www.wheresyoured.at/th...
@levelsio A less alarmist take: - Gemini is a top model and the highest-paying, best devs are spending a bit of time to learn the API or using an openai wrapper for it. The data I have shows them outranking OpenAI usually. - Perplexity is still a niche product, wouldn't say that search
@levelsio Too afraid to take risks. Satya instead played like a champ and even Zuck is risking it a bit (and winning). I won't go into details WHY G is holding their cards back but it did not serve them well.
@levelsio I’m currently dealing with Google over some issues on GCP, you wouldn’t believe how much of a mess they are. I’m currently on my 4 support ticket, each time it’s passed onto to someone else, it’s like Chinese whispers. It seems like a government org TBH, I’m about to give up
@levelsio calling it right now, google will end up winning after patiently waiting as its competition waste resources on sandbox stuff that nobody really needs, observing best practices and shipping only select non-disruptive features while the rest of the bubble pops
@levelsio They definitely fumbled, but they're still cooking I'm using both the OpenAI, Anthropic and Gemini APIs/models for different use-cases right now :D There's some specific use-cases where Gemini Pro performs really well
@levelsio I see four major issues: - over confidence - lack of urgency - poor leadership - too much money in the bank, so innovation died.
@levelsio They will make a come back.. Yead definitely messed up but It's a long game.
@levelsio imagine holding the keys to the library of babel and still manage to misplace the map to the exit.
@levelsio those ad dollars make it really hard to innovate
@levelsio Unfortunately true!
@levelsio Because he's a "manager" not an "innovator". 💯 he doesn't lift. Too decel. Too conservative. Too chicken to upset the board. He can keep Alphabet afloat but not take it to the next level. It takes balls to tell investors and shareholders, "f-you! We're accelerating" (ie
@levelsio Textbook case of the innovator's dilemma. Too afraid to pioneer any technology which may cannibalize their core cash flow. So even though they had invented the tech and were well positioned to harness it - they massively fumbled the bag.
@levelsio It's very early. It all changes fast. For the moment they are missing out on a lot of user growth and incredible losses.
@levelsio If I were him I’d invest as much resources into Deepmind. It’s the only thing that could save them.
@levelsio Sundar needs to go Founder Mode. I’d be in the Vertex team’s business every day until the playground was easily accessible and finding your API key was as easy as any modern software.
@levelsio Sundar has to go
@levelsio Hard agree, we wanted to use google’s api’s so badly, we spend thousands a month on LLM and API cost, but Google cloud API’s are so hard to use and non scalable (quota increase take months if not weeks to process) that we had to move away. Never had such a bad experience with any
@levelsio AND his name is Sundar PichAI