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Re: What is Google? was [Wow. 6 whole days without a Nexus 4]

Posted by Steve Smith on Feb 26, 2013; 10:54pm
URL: http://friam.383.s1.nabble.com/Wow-6-whole-days-without-a-Nexus-4-post-tp7581833p7581880.html

I appreciate the fresh view of the situation, while I thoroughly admire Doug's "Pester Power" (admire, not envy, nor aspire to), I think it assumes something that is not neccesarily true about Google.   They just are not who we want them to be, and perhaps not even who we think they are?

Owen's analysis is very pointed and I find it convincing for the most part.  For what it is worth, Google is still a very YOUNG company, despite it's breadth and depth.   Think Apple and Microsoft *back* in the 80s, maybe early 90's.   The founders are still clearly driving and apparently with NO contention (as opposed to Apple/Jobs in the 80s).   I don't follow tech news closely, so I could be missing something.

They claim that their model is to "do one thing really well", when in fact, they either do that one thing (search) really well, and dozens of others pretty well, and a few things poor to middling (but not for very long?), or they just keep expanding what they mean by that "one thing"?

While they operate within the existing economy and technical landscape, they are also redefining it by their existence as well as their nature.  Whatever we may think about their play in the telephone market, it *has* significantly changed the game all around.   Would the iPhone be what it is if Android hadn't been introduced?
“The best way to predict your future is to create it” - Abraham Lincoln
For some reason, I have often heard this attributed to Steve Jobs...  in any case, it would seem that Brin and Page (and Schmidt?) are doing their best to re-invent the concept.


- Steve
Owen,
Based on your analysis, Google is a venture-capital company that likes to play things close to the chest, and sometimes pretends to be an advertising agency. Their core stregnth is seeing projects through to deployment, and so long as individual project's R&D budgets stay in line with the proportion of projects that succeed, then who needs focus?

So... Those phones didn't work? Well, we can always try again, because the majority of consumers have short memories. Or we can drop it and transition the resources to one of our 815 other projects that seem more promising. The only way to loose is to commit too much to a project that fails, so being less committed to follow-through is a form of protection!

If that is what they are doing, you are right that their business model is structured screwy. On the other hand, if they were "Google Group LLC" then they would have to officially close companies when projects fail. Certainly they would be viewed more negatively if they "closed 7 companies last year" then if they "ended 7 beta-tests". Never mind that the beta-tests were 8 years long and had a dedicated staff of 350 people; carry on, nothing to see here. 

Eric

--------
Eric Charles
Assistant Professor of Psychology
Penn State, Altoona


From: "Bruce Sherwood" <bruce.sherwood@gmail.com>
To: "The Friday Morning Applied Complexity Coffee Group" <friam@redfish.com>
Sent: Tuesday, February 26, 2013 4:13:44 PM
Subject: Re: [FRIAM] Wow. 6 whole days without a Nexus 4 post.

Nice analysis, Owen. Makes a lot of sense.

Bruce


On Tue, Feb 26, 2013 at 9:12 AM, Owen Densmore <[hidden email]> wrote:
Doug: I've been thinking about the google difficulty with managing their own hardware.

It occurred to me that its history .. i.e. Apple didn't just invent a phone out of the blue, but instead had a long history of small personal devices.  Their mp3 players.  And they eventually evolved into a the iPod, a very sophisticated mp3 player plus much more.  Then the iPhone.

This is also true for the Palm Treo.  Palm had the PDA .. the Palm Pilot which had years of evolution and maturity.  Only then did they attempt the jump to a phone.

In google's case, nada.  No hardware history to speak of.  So its not surprising that they did not succeed.

Also, google as a company lacks the coherence and focus that both apple and palm had.  They knew their markets and they knew their customers.  They had considerable experience directly connecting to the customer.  Apple even went so far as to have stores .. very direct connection with their customers.

As much as I love the "google ecology" for mail, docs, search etc .. and admire their 2-factor authentication, I don't think of them as a single entity .. but a bunch of "loosely coupled, tightly aligned" services.  But the internet is not a market, its a utility like water.

So a google phone is sorta like a Facebook phone, or a Twitter phone.  Indeed, because they are both greatly engaged with communication, they make more sense to me than a google phone.

Android came out of google's several attempts to gain traction in the web/internet world, a "web os".  But even there, they really didn't go the extra mile.  I'd expect Comcast to build a more effective web device .. internet is a core competency for them.  Google uses the internet and has data centers, but they are not in control of the network aspect.

So google has an identity problem.  They apparently make their jack on advertisement.  Would you expect an advertisement agency to build a good phone?

Where I think google does have identity is in the browser.  Chrome is abs fab, must have, and way ahead of the pack.  V8 redefined javascript.  So they do own their destiny there, although unfortunately for them, chrome is not pre-installed on mac and windows.  No problem for us but quite an issue for others.

Google really should be called Google Group, LLC with several separate competency centers that go whole hog after single, focused markets.  G+ is a winner, but they need to treat it like Facebook, not part of google.  Android is an OS.  Sun found out selling OSs doesn't work.  And worse, android, in the phone market, is split between the Unholy Trinity of carrier, handset provider, and google as OS.

So either google catches up with history, slowly, as done by apple and palm .. and plans for that type of evolutionary progress, or google will distract itself into other ventures like "big media" and even "banking" like google wallet.

Here's a question that focuses: which industry would google do best to acquire dominance?  Should they buy Verizon or Comcast to own the internet they so well understand .. google fiber to the home?  Should they buy Disney or CBS or MSNBC or Sony to become a media giant?  Should they buy Amazon to become e-commerce giants?  Should they buy AWS to own internet IT?  Amazon is actually a great example .. I really do "get" Amazon and understand their evolution.  Kindle, sure obvious.  AWS, sure why not outsource IT if your already the best?  Cloud music?  Sure, already sell it so make it a "library in the sky".

Google refuses both history and evolution and focus.  They say they're and advertisement company.  Would you buy a phone from an advertisement company?

Until coherence, no success.

   -- Owen

On Sat, Feb 23, 2013 at 10:39 AM, Douglas Roberts <[hidden email]> wrote:
There, fixed that.

http://things-linux.blogspot.com/2013/02/96-days-and-counting.html

--
Doug Roberts
[hidden email]

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