Does Google need a new CEO? – On my Om

Malik reflecting on the state of affairs at Google. If this was just any random blogger I wouldn't give it a nod, but Om founded GigaOm and has been covering tech for a couple decades.

Google is dancing, for sure — after sleepwalking for a long time. The company that seems to be in a reactive mode — OpenAI and its relationship with Microsoft, InstructGPT, and ChatGPT have been hovering in the background for the past six to nine months. And yet, Google seems to have dragged its feet. The botched demo and lack of action around AI are symptoms of a bigger disease — a company entrapped in its past, inaction, and missed opportunities.

To me Google is, for the first time really, facing a classic Innovators Dilemma. They have to start disrupting themselves, and that is going to take a conviction that they haven't shown… really ever?