Well said. I think this happens very naturally with every growing / successful company. Comparing my company of 30 or so with Google is like comparing a bacterium with a race horse, but even at our size being disruptive / staying innovative gets harder every month. Do you assign your best resources to the product that gets the money in? Or can you afford having capable people taking bets on new products, even when you know that such a product (if successful) is possibly years from making a dent in your revenue stream.

That decision is never easy and finding a product that creates a "dent in the revenue stream" at a company like Google with a once-in-a-lifetime product like Ads is probably not realistic even with their resources.