Nest was a paid, acquired, hardware product. If a product manager gets distracted, any Google product—apart from ads—will, if not fail, dramatically degrade. Google are a terrible company to bet anything important on.
Google arguably had first mover advantage in the video space which was the promised land even before Covid blessed it.
And yet by the time it hit this year, Zoom took the prize. I think this represents a much bigger fail on Google's part than I have seen being mentioned.
Teams has on the order of 75 million daily active users, but it's the typical Microsoft story. Not widely talked about among startups, but totally ubiquitous in most companies.
Both Microsoft and Google dropped the ball bigtime by letting WhatsApp take the whole international messaging market.
I remember how refreshingly easy to use Whatsapp was when it came out. It was such a pain to transfer contacts and images and whatnot before, and having to worry about international MMS/SMS charges. Then this tiny little app comes along and blows all the others away by simple requiring phone number verification.