Right, well given that they HAVE obviously done a lot of things, I would interpret them to mean “they haven’t done anything I’ve liked or wanted or expected”, w

Right, well given that they HAVE obviously done a lot of things, I would interpret them to mean “they haven’t done anything I’ve liked or wanted or expected”, which is certainly fine to express. I don’t see why this justifies brushing away google’s decline with “but their products have engagement”. It’s like arguing because people buy an iphone, the iphone is the smartphone people want—in reality it’s just necessary and mildly better in some subjective way than the competition.