It seems like Google culturally can't deal with products that aren't overwhelming, gigantic successes, but they also really struggle to put in the effort to actually create those. Multiple times they have spent a lot of resources developing a product, then released to great fanfare, but then don't have the follow-through to keep supporting it into being a big success. Stadia seemed to be the most ridiculous example to me. The console market is famously difficult to break into and Microsoft only managed it by making a loss for a very long time, but Google just didn't put in anywhere near that amount of effort, and just gave up pretty much as soon as it launched.
Google, culturally, seems very tone-deaf to market signals.
Granted: historically they have often been the smartest person in the room (collectively speaking)
But a consequence of this is that an organization (a) doesn't develop pre-release "listening to user needs" skills & (b) can't post-release pivot in response to user feedback. Microsoft and Apple do much better jobs at both.
This works as long as Google releases exactly what users need the first time (e.g. original Google search or Gmail), but flounders when opinionated, artistic product design with long-term vision is needed (Reader, YouTube, Stadia) or when people outside Google have better ideas (Chrome, GCP, messengers, Docs/Drive, AI dev harnesses).
At this point, I've decided it's less about revenue (the common finger point) and more about organizational prioritization and decision-making. It's just not in Google's DNA.
Nothing short of a Bezos-style API memo is going to change it... and Pichai doesn't seem like he's willing/able to rock the boat that much.
Google's problem is that, fundamentally, they hate end users. They do not want to hear feedback from them, they don't want to fix their bugs. They don't want to hear your thoughts and they actually don't value feedback. They don't want to support devices or older versions. They have no idea what LTS even means.
Google pretends to be data driven. What that means is that Google would rather creepily spy on you using all kinds of underhanded means that they invented themselves, tell itself it cares about privacy because it doesn't "sell" that raw data to third parties, and then mine said data for the only signals that matter--how they are going to make more money off advertising to you.
And god forbid some machine-learning system goes wrong and classifies you as a scammer. If they think you're a scammer, you're dead to them, and they will ghost you without a second thought, with no recourse on your part.
Google thinks anything below a billion users is not worth even pursuing.
When I worked there it was always about 10X and moonshots and more magic moments. There was a mantra "focus on the user and all else will follow". The users who matter are advertisers. So they did that, and advertisers keep forking over their cash. End users do not fork over cash, so screw them. Leeches.