If google can’t get things out of the lab into products that accrue value to their business they’ll head the way of Xerox PARC. A legacy of research innovations that others successfully capitalized on.
For many that may be a laudable end goal. For shareholders though it’s probably a tough pill to swallow.
Innovators dilemma. Search has huge margins because it is cheap to run. LLMs are not. Google gets 80% of revenue from search, Microsoft is forcing them to put a dent in those margins and laughing their asses off. Or as Nadella said in an interview “we made Google dance”.
