To whom it may concern:

This week I received an invite from Google Labs for Workspace’s new AI features. I told you that story to tell you this one.

I am reminded of the famous statistician George Box who once wrote:

“It is inappropriate to be concerned about mice when there are tigers abroad.”

George Box

IMHO, Google needs to be all-in on AI Search and not worry about adding AI features to Docs, Sheets, Slides, etc. Or, more accurately, worry about AI Google Docs later. Advertising generated ~$55B last quarter, and Workspace isn’t even its own line item. In total, Google Cloud generated ~$7.5B in revenue.

Focus on the tigers in the room.