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Multiple people seem to think this is cryptic so I’ll spell it out.

Google Search has been objectively getting worse over the past few years. Yet they keep making money due to the inertia of being the default search in OSes & browsers. Their only threat has come from ChatGPT so they meed to invest in a bunch of GPUs.

All of the explosive employee growth of the past 5 years didn’t create a better product. Instead it got worse.

The employees aren’t their secret sauce or most valuable asset.