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" <[email protected]>
*To: *"The Friday Morning Applied Complexity Coffee Group" <[email protected]>
*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 <[email protected] <mailto:[email protected]>> 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
    <[email protected] <mailto:[email protected]>> wrote:

        There, fixed that.

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

-- /Doug Roberts
        [email protected] <mailto:[email protected]>/
        /http://parrot-farm.net/Second-Cousins/
        <http://parrot-farm.net/Second-Cousins>
        /
        505-455-7333 <tel:505-455-7333> - Office
        505-672-8213 <tel:505-672-8213> - Mobile/

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