- ✓Serve your best customersAccurate links for search users
- ✓New tech starts worseEarly chatbots made things up
- ✓Disruption hurts marginsAnswers replace the ad page
- ✓New market looks smallChat had no revenue in 2022
- ◐Cure: a separate unitDeepMind kept in research
- ✕Incumbent loses the coreSearch, cloud and TPUs grow
Was Google a victim of the innovator's dilemma?
For a while, yes. Gemini 4 Argon shows how an incumbent escapes: survive the delay, then catch up on resources.