Pichai is being evaluated for his effect on stock price. His shareholders don't care if every product and service they offer has gotten worse for users in the meantime.
Gemini keeping pace with Claude and ChatGPT is clearly some kind of management victory, because Zuckerberg and Musk don't seem to be able to do it despite having limitless cash to spend.
Don't give Pichai credit for that. Google had the strongest ML research org on the planet before he took over, and it had Demis, arguably the best researcher in the field (and it had Geoffrey Hinton before that). The fact that goog was so far behind OAI despite Demis blazing frontiers was a major management failure.
Sundar's enshittification has also juiced short term share prices at the cost of long term health. It might turn out to be a decent decision for search because it's in the midst of being disrupted, but that's a happy accident for Sundar, not 4d chess (and you can argue the enshittification hastened the disruption).
Text search (without Gemini) and Gmail are much worse than they used to be. Android is less open, Chrome doesn't allow proper ad-blocking, YouTube has insane ads if you don't have Premium.
Gemini keeping pace with Claude and ChatGPT is clearly some kind of management victory, because Zuckerberg and Musk don't seem to be able to do it despite having limitless cash to spend.