GCP is a product, too, but it’s not as good as either of the top two, that’s a low margin market, and a key theme in this article is that people have made model tuning less expensive.

There’s no path forward for Google which doesn’t involve firing a lot of managers and replacing them with people who think their income depends on being a lot better at building and especially maintaining products.

I don't think google is ever going to get it's mojo back, Pichai has no vision. Long term I think google will see massive layoffs, and new products will come via alphabet acquisitions following the YouTube model.