[vgchh]

It’s hard to predict. Companies with good DNA can bounce back. Take a look at Microsoft. They were written off in Google’s hay days.

Google has a good technology DNA. I think they need an inspiring leader, maybe another insider who is a strong engineer and a leader.

[roydivision]

There’s a big difference between Microsoft and Google though - diversification. Microsoft have been truly diversified in their portfolio. When they release new products they mean it, they iterate, they put wood behind the arrow. Google’s sole interest is their ad business. If a product doesn’t increase ad revenue, it’s just a PR stunt to keep the brand relevant, it will be quietly sunset when nobody is looking. This will be their Achilles heel.