Yep, generally I feel like I'm missing something with the "[insert company] is falling behind on AI!" narratives. What I see is a lot of flailing and tripping

Yep, generally I feel like I'm missing something with the "[insert company] is falling behind on AI!" narratives. What I see is a lot of flailing and tripping over one's own feet. Google most recently launched the AI Summaries which they've hurriedly backpedaled. Before that it was the embarrassment of their image generator. Google has also announced various things that actually IMO look quite useful (ex. AI Teammate) but nothing has launched. The little they did let the press play with at I/O largely fell apart as soon as the reporters strayed even slightly from the demo use cases! As far as I can tell just about every LLM-based integration is a tech demo at best that's held together with prayer and glue, and falls apart if you breathe at it wrong. Production-ready these are not! Microsoft has also repeatedly beclowned themselves, most recently with Recall, which seems to have some very grave privacy and security implications while offering questionable user value in exchange. There may be in fact be something here, but we're acting like players have found strong PMF and are scaling when it's clearly not the case!