The writing is on the wall. Sundar hasn’t done anything but maintain the status quo at Google. That is a loss for google, particularly GCP didn’t gain any market share, couldn’t productize their self driving car platform effectively, the ad market is facing increased pressure from all governments. I see him replaced soon or some activist investor demanding some changes.
Failure of Self driving certainly can't be attributed to Sundar. Yes GCP has obviously failed.
What Sundar has done well is the AI first focus. Deepmind acquisition was key and they are developing their own chat thing which very well might bail them out. Thanks to him, Google spends a large amount in AI related R&D.
What Sundar's main issue is his philosophy of "Reward Effort, Not Outcomes". This leads to people pretending to work hard, releasing half baked products. Instead he should change this to awarding long term outcomes.
His other issue is that he is not a good storyteller (e.g. like Nadella). Being a non-founder CEO he needs to work on this.
