Think for a large tech company, they did a really good job with success in software. For exammple, they were probably the first large tech company to realize AI was actually working, and made it their focus:
https://www.businessinsider.com/sundar-pichai-wants-to-build...
And yeah, they did/do a lot through acquistions, but seems like most major companies screw up acquistions. Google has it's fair share of failed acquistions, but especially in the earlier half of the company's lifespan, they really did some great one: Youtube, Google docs, Nest...
maybe am biased, but have always thought Google in general does do it better than most tech companies. think it's their focus on the love of interesting ideas vs the love of money (although, that changes more and more as the company ages)
My point on the acquisitions was that a surprising amount of their successful software was not made in house. Again, I don't mean it as a knock against them, necessarily.
AI is an odd example. For one, a lot of the research there is from acquisitions. Somewhat feeding back to my first point. They also were seen as tripping up on a lot of the current AI race, no?