I’m surprised Sundar isn’t on the hot seat at this point.

People are gonna be like “oh well he presided over X revenue growth and that’s all investors care about”. Investors also care about future returns.

Under Sundar, Google has more or less completely failed to diversify. They’ve had the advantage on several products, only for them to dick around while their competitors established (or re-established) dominance. The areas where they have market dominance went from “we have the far superior product” to “this Lowkey sucks, but I can’t think of anything better”.

As far as I’m concerned Sundar is Google’s Sculley. Google will go for a long time under its own momentum, but eventually the wheels will come off.

Meanwhile Nadella is getting paid a quarter as much.