"Then something happened at Google. I’m not sure what. But they stopped innovating on cloud software." Google desperately iterates on multiple side-projects to

"Then something happened at Google. I’m not sure what. But they stopped innovating on cloud software." Google desperately iterates on multiple side-projects to find an additional revenue stream comparable to ads, that's all. Whenever the new toy can't deliver enough it gets nixed, we all know the practice. I believe they know how vulnerable they are. An unexpected virus may shutter their ads business, this quarter results may be first of a kind in their history. They don't have the iron grip on marketplace on Android as tight as Apple. They know that cloud business will most likely be a Coke vs Pepsi market. I believe their monopoly on browser market feeds the status quo in ads, but what if Edge steals enough market share and comes default with ad blocking? What if the new the new Apple chip shifts desktops and laptops to Apple more and they need to seek permission of a hostile Safari to show ads? Ads, their main source of income, is not something the end user wants. That's Google's problem.