He is dead wrong. Google is arrogant. They are too arrogant to understand that their search product is broken and outdated.
It's the same 10 result interface that was in use over a dozen years ago, tricked out as a MFA site. If they were innovative, it would take on a new presentation format. Sorry, "instant" does not count.
But the search product will not change, not while the MFA dollars roll into it.
Google is broken. They are doing one thing right. Android.