Apple Shuts Down Hardware Subscription Dreams (youtube.com)
Google had a compounding infrastructure advantage, data advantage, personnel advantage, and were late to the game (AI etc, recently). Part of Google's orientation is don't mess up the machine, if you do something disruptive to the core businsss or that will invite regulatory scrutiny, don't do it (and that might account for some of their distracted, esg blundered releases, Black Abraham Lincoln), now the posture is launch early, launch aggressively, push hard, gotta win this.