My thinkings basically the same as yours. I probably also have about as much info as you on the matter, but then again, even knowing the "facts on the ground" aren't
misaligned with that conclusion says something.
I honestly don't really know if there were better alternatives. But I definitely lost a lot of faith somewhere between the Google IO where they packed every announcement for the next two years they could think of, managing to announce AR glasses again, only to have to cancel them a year later.
If the sell was professionalism via Motorola experience, that's not what happened.
But quite the loyal soldier, I think the public record has a very clear accounting of how many boneheaded decisions were made at the altar of Good Budgeting*, and the MBAs have thoroughly ate the company in general. They must enjoy his work.
* bungling maintaining the tablet; marching onto a nonsensical goal to have Android eat ChromeOS while embarrassing themselves publicly mumbling about how its because AI, when really, its because politics. Meanwhile fantastic software work that would have fit right into a world with LLMs was shitcanned at the altar of Efficiency™ and focusing on getting products out.