They need to actually diversify from search and advertising. Gcp was a good go, but isn’t here there. IMO selling tensor compute could really compete, but they

They need to actually diversify from search and advertising. Gcp was a good go, but isn’t here there. IMO selling tensor compute could really compete, but they are not too into that and pushing this with the cringe execution. Almost as bad as their hardware announcement for pixel devices a couple years ago. You look at goog versus aapl hardware event and the execution is kinda night and day in apple’s favor.