Google is Shattering Under Its Own Weight (The IBM-ification of Google?)

21 May, 2026

I used to think Google owning the full vertical stack was a masterstroke. Like TSMC silicon, TPUs, their own data centers, proprietary models, search engine. Who else has that?? Nobody. I thought it was an unbeatable fortress.

I was dead wrong.

Look at the Railway GCP account ban situation. A literally billion dollar startup running on Google Cloud and Google just randomly snaps their fingers and deletes their account. Zero warning. No phone number to call. No account rep. Poof. Gone. It is actual insanity to me. A billion dollar customer gets the exact same automated middle finger as a low effort spam bot. Your B2B business is completely cooked if that is how you treat people. The enterprise cloud gravy train is right there and Google is standing on the tracks begging to get hit by the train.

And B2C or indie devs aren’t saving them either. You can literally get better, faster hosting for way less money on like Hetzner or OVH or a dozen other places. GCP is stuck in this weird, dead middle ground where big enterprises don’t trust them because of the random automated bans and regular people find them way too pricey and complicated. So what is even the point?

Google kills literally everything. Reader, Hangouts, Stadia, Inbox, Plus. The graveyard is massive. When they announce something new now nobody gets excited anymore. Literally everyone just starts a countdown timer for the funeral announcement. You cannot build trust with users when you act like a serial killer of your own software applications.

And Search is just completely unusable now. They built an entire empire off our content. Bloggers, old forums, niche sites. We made the web worth searching in the first place. Now their AI Overviews just scrape our exact answers, strip out the hyperlinks, and repackage it in a blue box without linking back. They moved into our house, ate all our food, and won’t even introduce us to their friends. That is the exact vibe.

YouTube is eating itself from the inside out too. Everyone hates the demonetization stuff but the low effort AI slop content is what really kills it for me. YouTube got massive because it had real creators. Supply and demand. A real marketplace. But if you keep kicking off the actual suppliers and replacing them with low effort garbage, literally anyone can host that garbage. The moat completely disappears. TikTok already proved this.

Android is a whole other level of betrayal. I was a hardcore Android guy because it felt open. Sideloading, choice, freedom. Now reCAPTCHA demands a real phone number, sideloading gets harder every year, and they are basically building a worse version of iOS but with terrible vibes. And G Suite?? They literally broke the UI scrollbar on purpose so you cannot find the unsubscribe button. That isn’t a bug. That is a choice.

The IBM thing is getting impossible to ignore. People said IBM was too big to fail. It wasn’t. It just became completely irrelevant slowly, then all at once. Google feels exactly like that right now. Not a massive crash. Just a slow deflation. The fun indie engineering energy is totally gone. What is left feels corporate and desperate and kind of sad.

Eric Schmidt got booed on stage recently. Eric Schmidt! The guy who basically was Google for a decade. When your own alumni get heckled by the crowd your brand isn’t just damaged. It’s toxic. And that toxicity doesn’t show up on quarterly earnings yet. But it hollows you out from the inside. Word of mouth dies. The cult following evaporates. You become a giant shell that still moves money around but nobody actually cares about.

Apple did something way smarter here. If you have nothing good to invest in, just buy back your own stock. Play it safe. Listen to what people actually want (like cheap MacBooks that don’t sound like jet engines). It is incredibly boring. But it doesn’t make your entire user base actively hate you.

Google just chased every single shiny object. AI search with sponsored slots now. Linus called that out. They are squeezing the last tiny drops of juice from a tired lemon while their actual core products rot out in the sun.

Idk if they are falling up or down. Maybe the ad monopoly money keeps them propped up forever. Maybe not. But owning the whole stack only matters if you can still build something people actually want to use. Right now Google builds things like a digital slumlord. Functional, extractive, cold. The vertical monopoly was supposed to be their ultimate superpower. Instead it is just dead weight. And they are cracking under it.

Anyways this has been a massive source of frustration to me because I used to really like google but oh well so much for being “don’t be evil”.