The IBM-ification of Google?

谷歌的“IBM化”？

Google is Shattering Under Its Own Weight (The IBM-ification of Google?) 21 May, 2026 谷歌正在其自身重压下分崩离析（谷歌的“IBM化”？）2026年5月21日

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. 我曾经认为谷歌拥有完整的垂直技术栈是一步妙棋。比如台积电的芯片、TPU、自建数据中心、专有模型以及搜索引擎。还有谁能做到这一点？？没有。我曾以为这是一座不可攻破的堡垒。但我大错特错了。

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. 看看 Railway 的 GCP 账号被封事件。一家估值数十亿美元的初创公司运行在谷歌云上，谷歌却随手打个响指就删除了他们的账号。零预警。没有电话可打。没有客户代表。砰。没了。这在我看来简直是疯了。一个十亿美元级别的客户，得到的待遇竟然和低质量垃圾邮件机器人一样，都是自动化的“中指”。

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? 如果这就是你们对待客户的方式，你们的 B2B 业务就彻底完了。企业云服务这块肥肉就在眼前，而谷歌却站在铁轨上，等着被火车撞。B2C 或独立开发者也救不了他们。在 Hetzner、OVH 或其他十几个平台上，你完全可以用更少的钱获得更好、更快的托管服务。GCP 正陷入一种尴尬的死胡同：大企业因为随机的自动封号而不信任他们，普通用户又觉得他们太贵且太复杂。那么，意义何在呢？

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. 谷歌几乎砍掉了所有东西。Reader、Hangouts、Stadia、Inbox、Plus。这个“坟场”规模巨大。现在当他们宣布新产品时，再也没人感到兴奋了。大家都在为“葬礼公告”倒计时。当你像连环杀手一样对待自己的软件应用时，你是不可能建立用户信任的。

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. 现在的搜索功能已经完全无法使用了。他们靠我们的内容建立了一个帝国。博主、老论坛、垂直网站，是我们让互联网变得值得搜索。现在，他们的 AI 概览（AI Overviews）直接抓取我们的答案，剥离超链接，然后重新包装在一个蓝色框里，却不提供回链。他们搬进我们的房子，吃光我们的食物，甚至不愿把我们介绍给他们的朋友。就是这种感觉。

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. YouTube 也在从内部自我蚕食。每个人都讨厌去货币化政策，但真正让我受不了的是那些低质量的 AI 垃圾内容。YouTube 之所以能做大，是因为它拥有真正的创作者。供需关系，一个真正的市场。但如果你不断踢走真正的供应商，并用低质量的垃圾内容取而代之，那么任何人都可以托管这些垃圾。护城河彻底消失了。TikTok 已经证明了这一点。

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. Android 是另一个层面的背叛。我曾是 Android 的铁杆粉丝，因为它感觉很开放。侧载、选择权、自由。现在 reCAPTCHA 要求提供真实手机号，侧载一年比一年难，他们基本上是在打造一个更糟糕的 iOS 版本，而且体验极差。

And G Suite?? They literally broke the UI scrollbar on purpose so you cannot find the unsubscribe button. It is literally such a predatory move when you think about it and it is actually a choice rather than a bug when we think about it. 还有 G Suite？？他们甚至故意破坏了 UI 滚动条，让你找不到取消订阅按钮。仔细想想，这简直是一种掠夺性的行为，而且这显然是刻意为之，而非程序漏洞。

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. The fun indie engineering energy is totally gone. What is left feels corporate and desperate and kind of sad. 谷歌的“IBM化”已经无法忽视了。人们曾说 IBM 大到不能倒。事实并非如此。它只是慢慢地变得无关紧要，然后突然彻底崩塌。谷歌现在给人的感觉正是如此。那种有趣的独立工程精神已经荡然无存。剩下的只有企业化的、绝望的、令人悲哀的东西。

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. 埃里克·施密特最近在台上被嘘了。埃里克·施密特！那个在过去十年里几乎代表了谷歌的人。当你的前高管被人群起哄时，你的品牌不仅是受损，而是已经“有毒”了。这种毒性目前还没体现在季度财报上，但它正在从内部掏空你。口碑消亡，狂热追随者蒸发。你变成了一个巨大的空壳，虽然还在运作资金，但已经没人真正在乎你了。

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. 苹果在这方面做得聪明得多。如果你没有好的投资项目，那就回购自己的股票。求稳。倾听人们真正想要的东西（比如不会像喷气发动机一样响的廉价 MacBook）。这虽然极其无聊，但至少不会让你的整个用户群主动厌恶你。

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. 谷歌只是在追逐每一个闪亮的目标。现在的 AI 搜索里塞满了赞助位。Linus 已经指出了这一点。他们正在从一颗疲惫的柠檬里榨取最后一点汁液，而他们真正的核心产品却在阳光下腐烂。我不知道他们是在上升还是在坠落。也许广告垄断带来的资金能让他们永远支撑下去，也许不能。但拥有整个技术栈的前提是，你还能构建出人们真正想用的东西。现在的谷歌就像一个数字贫民窟的房东：功能性、掠夺性、冷漠。垂直垄断本应是他们的终极超能力，现在却成了死重。而他们正在这重压下分崩离析。

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” 总之，这让我感到非常沮丧，因为我曾经真的很喜欢谷歌，但好吧，所谓的“不作恶”（don’t be evil）也就到此为止了。