They tried so hard to be in the media over the last year that it was almost cringe. Given that most of their money is coming from advertising I would think they have an existential crisis to make sure folks are using their products and the ecosystem.
So I don’t doubt they’ve done well with LLMs, but when it comes to research what matters is long term bets. The only nice thing I can glean is they’re still investing in Quantum (although that too is a bit hype-y).