And this is where I think google (and many big companies) fail. Technologically, Loons worked. I did not believe it when I read about those, but looking at the trajectories in public ADS-B data (those balloons self-advertise) it is clear that they move as designed, doing 2D positioning using only vertical control and can stay afloat for months. Wow! Mission accomplished. But commercially, nothing happened.

I do not know if it was because business types were not sold on it and did not build a commercial case; did the technical team simply live in their own bubble not talking to the outside; something else? But a 10-year "moonshot" project that pans out technologically and fails commercially indicates that the right hand ("internal VC") does not know or care what the left hand (techies) is doing, which is the problem at the company. My 2c.