The parent is suggesting that this is simply a sensible business move and the pressure is irrelevant.

General economic conditions--many companies thought that the pandemic bump would last forever and planned spending that way. It hasn't, so they adjust spending. It doesn't take an activist investor or outside consultants or anything to look at your numbers and the trendline, and then decide to adjust your business according to what you see.

Google isn't responding to pressure.

Like perhaps there is a pressure to fire people, but Google isn't firing anyone, so they are pretty clearly ignoring said pressure.