They simply cannot handle business that require long term support, lower margins, and communication overhead. As you said, given how effective Stats and Math have been for Search + Ads, they approach every problem with the same Hammer, which even Elon learnt the hard way, is not a great idea (Tesla's production issues with too much automation).

Reading Steve Yegge's posts (on Medium, IIRC), Android and Youtube are exceptions that the management leaves the teams to work indepedently instead of hosting the Google culture on top of them (he cites Android's API compatibility to this regard, which is in a way the opposite of how Google supports its products).