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 

----- Original Message -----

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 < owen @backspaces.net > 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 < doug @parrot-farm.net > 
wrote: 

<blockquote>

There, fixed that. 


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


-- 

Doug Roberts 
doug @parrot-farm.net 
http ://parrot-farm.net/Second-Cousins 

505-455-7333 - Office 
505-672-8213 - Mobile 
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