Ben Thompson in today’s update on Google I/O:

What was much more dubious and vaporware-y were actual new products. And, frankly, this isn’t a surprise: one’s take on Google before the AI revolution would have been that the company can operate at scale like no other, but has lost the capacity to innovate; at the risk of confirmation bias, that was exactly the takeaway I had from much of this keynote.

I wonder if there’s a disconnect with Google’s ad-based business not knowing how to turn research into products.