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.