The IBM-ification of Google?

Google is Shattering Under Its Own Weight (The IBM-ification of Google?) 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. Look at the Railway GCP account ban situation. A literally billion dollar startup ...