I don’t think Google is the same as IBM here. I think Google’s problem is its insanely low attention span. It frequently releases innovative and well built products, but seems to quickly lose interest. Google has become somewhat notorious for killing off popular products.
On the other hand, I think IBM’s problem is its finance focus and longterm decay of technical talent. It is well known for maintaining products for decades, but when’s the last time IBM came out with something really innovative? It touted Watson, but that was always more of a gimmick than an actually viable product.
Google has the resources and technical talent to compete with OpenAI. In fact, a lot of GPT is based on Google’s research. I think the main things that have held Google back are questions about how to monetize effectively, but it has little choice but to move forward now that OpenAI has thrown down the gauntlet.
In addition, products that seem like magic at launch get worse over time instead of better.
I used to do all kinds of really cool routines and home control tasks with Google home, and it could hear and interpret my voice at a mumble. I used it as an alarm clock, to do list, calendar, grocery list, lighting control, give me weather updates, set times etc. It just worked.
Now I have to yell unnaturally loud for it to even wake, and even then the simplest commands have a 20% chance of throwing “Sorry I don’t understand” or playing random music. Despite having a device in every room it has lost the ability to detect proximity and will set timers or control devices across the house. I don’t trust it enough anymore for timers and alarms, since it will often confirm what I asked then simply… not do it.
Ask it to set a 10 minute timer.
It says ok setting a timer for 10 minutes.
3 mins later ask it how long is remaining on the timer. A couple years ago it would say “7 minutes”.
Now there’s a good chance it says I have no timers running.
It’s pathetic, and I would love any insight on the decay. (And yes they’re clean, the mics are as unobstructed as they were out of the box)
Yes, we burned the biscuits when my sister-in-law was visiting over Thanksgiving because she used the Google assistant to set an alarm and the alarm did not go off. Timers no longer work and there's no indication that this is the case.
Google Home perplexes me. I have several of them around the house and they were perfectly fine for years, but someone in the last couple of years they are markedly worse. I would be happy if they just rolled back to 4 years ago and never touch it again. Now, I just wonder how much worse it will get before I give up on the whole ecosystem.
Same experience with Google Assistant on Android. I used to be able to use it to create calendar events in one shot. A few years ago it started insisting on creating events in steps, which always failed miserably.
> its insanely low attention span. It frequently releases innovative and well built products, but seems to quickly lose interest quickly. Google has become somewhat notorious for killing off popular products.
I understood this problem to be "how it manages its org chart and maps that onto the customer experience."
To add some color to this, the culture for a very long time would reward folks that came up with novel solutions to problems or novel products. These folks would dedicate some effort into the implementation, land the thing, then secure a promo with no regard for the sustainability of the aforementioned solution. Once landed, attention goes elsewhere and the thing is left to languish.
This behavior has been observed publicly in the Kubernetes space where Google has contributed substantially.
Along with your thoughts, I feel that Google's problem has always been over-promising. (There's even comedy skits about it.)
That starts with the demonstrations which show really promising technology, but what eventually ships doesn't live up to the hype (or often doesn't ship at all.)
It continues through to not managing the products well, such as when users have problems with them and not supporting ongoing development so they suffer decay.
It finishes with Google killing established products that aren't useful to the core mission/data collection purposes. For products which are money makers they take on a new type of financially-optimised decay as seen with Search and more recently with Chrome and YouTube.
I'm all for sunsetting redundant tech, but Google has a self-harm problem.
The cynic in me feels that part of Google's desire to over-promise is to take the excitement away from companies which ship* what they show. This seems to align with Pichai's commentary, it's about appearing the most eminent, but not necessarily supporting that view with shipping products.
* The Verge is already running an article about what was faked in the Gemini demo, and if history repeats itself this won't be the only thing they mispresented.
Google has one major disadvantage - it's an old megacorporation, not a startup. OpenAI will be able to innovate faster. The best people want to work at OpenAI, not Google.
Also there’s less downside risk for OpenAI. Google has layers of approvals and risk committees because they don’t want to put the money machine at risk through litigation, reputation or regulation. OpenAI has nothing to lose—this is their only game. That allows them to toe the line of what’s acceptable like Uber in its early years. With all the copyright risk involved, that’s a big deal.
On the other hand, I think IBM’s problem is its finance focus and longterm decay of technical talent. It is well known for maintaining products for decades, but when’s the last time IBM came out with something really innovative? It touted Watson, but that was always more of a gimmick than an actually viable product.
Google has the resources and technical talent to compete with OpenAI. In fact, a lot of GPT is based on Google’s research. I think the main things that have held Google back are questions about how to monetize effectively, but it has little choice but to move forward now that OpenAI has thrown down the gauntlet.