$GOOGL CEO Sundar is smart, humble, well-liked — but in the AI war? He's getting roasted for being too soft, too slow, too cautious.

Google had the foundation. They had the talent. But OpenAI stole the spotlight.

Even Altman was shocked: "We should've been crushed by Google back in 2020."

But Google didn't dare bake AI into search. Why? Afraid it would kill their ad revenue.

The more profitable your core business, the harder it is to disrupt yourself. Classic innovator's dilemma.

When you're sitting on a cash cow, you hesitate to slaughter it — even when the future demands it.