Ben Thompson with a sick burn about the impossibility of one company doing consumer and enterprise well:

"Moreover, you could make the case that it isn't an accident that Google hasn't really done anything of note in the consumer market in those ten years, other than milk properties that preceded its enterprise expansion.

Indeed, there is an argument that prioritizing Google Cloud has been a factor in Google's lackluster AI offerings."

The incentives for consumer companies and enterprise companies pull in fundamentally different directions.