Google is facing many of the same challenges after its decades long dominance of the open web: all of the products shown yesterday rely on a different business model than advertising, and to properly execute and deliver on them will require a cultural shift to supporting customers instead of tolerating them. What hasn’t changed — because it is the company’s nature, and thus cannot — is the reliance on scale and an overwhelming infrastructure advantage. That, more than anything, is what defines Google, and it was encouraging to see that so explicitly put forward as an advantage.

This February, the company released Bard’s successor, Gemini, a chatbot that could generate images and act as a voice-operated digital assistant. Users quickly realized that the system refused to generate images of white people in most instances and drew inaccurate depictions of historical figures.With each mishap, tech industry insiders have criticized the company for dropping the ball. But in interviews, financial analysts said Google needed to move quickly to keep up with its rivals, even if it meant growing pains.Google “doesn’t have a choice right now,” Thomas Monteiro, a Google analyst at Investing.com, said in an interview. “Companies need to move really fast, even if that includes skipping a few steps along the way. The user experience will just have to catch up.”