Not OP, but maybe lack of achievements in AI is a better way to phrase it. They had one of the earliest, serious AI programs and did an enormous amount of work, but for whatever reason one would like to attribute they've consistently fell behind other competitors. I mean Grok, which was started quite recently, is better than Gemini in most tasks and arguably has a stronger market position. Google should have mopped the floor with them given their funding and the age of their team but that never happened.