Microsoft cannot compete in browser race and has to adopt Chromium.
Apple cannot compete in AI and has to adopt Gemini
Google is a really amazing company.
Google is a great developer, but a really shitty consumer company.
Nest devices are garbage, it has been like a decade since their phones were competitive with other vendors, ChromeOS was barely hanging outside of education center and now it's a zombie walking since Apple released their cheap Mac Nano, Gemini is a joke as a product compared to Anthropic and ChatGPT. The only things worth something are Chrome, Gmail, Workspace and their Cloud.
In both cases, Google built a commodity that doesn't necessarily generate revenue for them. I don't think they're doing very well in this case.
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