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A feeling of progress is hard to convey to users if the iceberg is mostly invisible. I assume much of the work on Google Docs is harder to see like backend improvements/scalability, rendering compatibility across platforms, file-format compatibility with MS Word (both being able to read/write with high fidelity and supporting the useful features).

But if we look at release notes for the past year, we see a sequence of smaller features.[1] These include ML-driven quick replies for comments, being easily add smart links to people/docs/lists, being able to add image watermarks, and Japanese grammar suggestions. These announcements are in small blog posts [2], and are usually covered by the tech media [3] (largely summaries with a bit of flavor or - cheekily - instructions on how to turn features off). It is hard to feel like there's major progress in Google Docs when features, even useful ones, trickle out like this. Perhaps the big release every year model isn't that bad, for communication purposes. It's just not in the DNA of Google or any online service, however.

If you look at the roadmap for Google Workspace, it's very much about collaboration.[4] This plays to the brand and strength of the online-first vision of Google Apps - it's easy to jump in and collaborate on docs, the suite works well together. I think companies that choose Google Workspace do so to transform the way they work. It's not really about just replicating the Microsoft experience on the web.

That said, I think Microsoft has done an amazing job pulling their apps to the web and adding collaboration/sync. Their online version of Word has basically no caveats, and their realtime editing is even better than Google Docs in some edge cases. So its unclear which way the market will go. Perhaps Microsoft has effectively fended off the online-first threat and can use its inertia and muscle to keep Office at the top. In any case, we'll move to a more heterogenous world where many suites or even individual tools are viable businesses.

[1]: https://support.google.com/a/table/7314896?hl=en

[2]: https://workspaceupdates.googleblog.com/2021/10/easily-add-t...

[3]: https://9to5google.com/2021/10/20/google-docs-menu/

[4]: https://cloud.google.com/blog/products/workspace/the-future-...

Disclaimer: I work at Google and used to work in the division that develops Google Docs. These are all my opinions.



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