I agree on all except for your comment on attention and focus. They've seem to be very scattered in their deployment of AI for customers. Examples in point being the replacement of Google Assistant with Gemini, the AI Studio vs Vertex disconnect, and a crazy amount of coding tools and platforms (Duet, Firebase Studio, Studio Bot, etc).
Working through this as a consumer and enterprise customer has been a confusing experience, to say the least.
Strongly agree - their approach has been extremely scattered. But also, doesn't it seem like they're starting to consolidate? It kinda makes sense to approach things like this as a mega corp. Have internal teams try the same things in different ways and let the market pick a winner. Kinda like being a startup incubator.
At the 60 person smb (travel industry) I work we've taken web development in house for the first time, created new user experiences that sat on our roadmap for years, created custom AI solutions on top of our Fresh desk tooling, and (predictably) created a number of internal productivity tools.
The actual bottom line result is very fuzzy. Cost are shifting, by spending less on agencies but in return opening up new positions or shuffling people internally.
We don't see a clear increase in revenue, nor can we accurately tie retaining revenue to our AI initiatives.
Workplace satisfaction scores remain similar, with a few outliers (e.g. some people's work got incredibly exciting, while a few others are terrified by all the change).
Time will tell if this all leads to anything meaningful for the business.
i used to be in charge of these sorts of decisions for my team. the thing most people don't think about when it comes to rolling your own software is the upkeep. in other words, you don't _just_ pay for the software. you pay for someone to keep it running so you don't have to wake up at 2am to deal with angry customers.
Working through this as a consumer and enterprise customer has been a confusing experience, to say the least.