If the Valley has a premise these days, it is that anything is possible—as long as there are generous resources and no interventions from outside.
.. Inside, it is about turning Google into not only a life style but a fully realized life. Like the current Googleplex, the new campus would employ open floor plans. The glass canopy skins, the proposed site’s most distinctive feature, would eliminate the need for normal walls, opening the campus to the world outside while sealing it from unwanted elements.
.. In its design, Google hoped to create a self-sufficient world where, literally and figuratively, the rain could never fall.
.. It’s less clear how tech giants are served by campuses that tune out the outside world. When organized monasticism took root with the Buddhists, in the fourth century B.C., it was the result not of religious insularity but of secular wealth.
Google: a Cloud and Machine Learning Company
Google is a cloud and machine learning company, not a device or OS company
Quote: These are my principles, but if you don’t like them, I have others.
Benedict Evans compared the situation to the famous quote from Groucho Marx: “These are my principles, but if you don’t like them, I have others.”
.. Apple is concentrating on making that high-end, “niche” product and Evans said the company only goes out to make a new product if it can deliver experiences people want, and that it starts with the product and then says “great, what’s the price?” rather than saying “let’s do whatever we have to do to make it $200.”
.. He used an analogy to explain this that Mark Andreessen often draws upon when talking about Apple: “Apple is BMW. And they don’t worry about sales of motorcycles, rickshaws, or the VW Golf. But the kind of thing they do worry about are sales of Lexus.”
What does Google need on mobile?
Hence, most of the experiments that Google has launched over the years are best seen as tests to see if they fit this model. Can you apply a vast expertise in understanding data, large numbers of computer scientists and data scientists, lots of infrastructure and a model of total automation and get something interesting and useful – can you get massive amounts of new data in, can you do something unique with it, and can you surface it back out? And, for all of these, are you solving hard, important problems with global scale?
That is, Google tests new opportunities to see if they fit in the same way that a shark bites a surfer to see if they’re a seal. If not, you don’t change Google to fit the opportunity – you spit out the surfer (or what’s left of him).
.. Maps had little obvious to do with web search and nothing to do with PageRank, but was a big problem that Google’s assets could be applied to (and of course, a decade later, Maps turned out to have huge strategic leverage in mobile). The same may be true of self-driving cars – this is not a search question, but it is a data and machine intelligence problem where Google is uniquely placed to do things (or at any rate, that’s what Google believes).
.. Over time Android has also evolved to provide reach in collecting data as well – you’re always logged in to Google on your Android phone, and it knows where you are when you do that search or open that app, and where everyone else who ever did that search was, and what they did next (this is one reason why retaining control of the Android UI, and heading off forks, matters to Google).
.. the Maps PM probably wants Maps to be great on iOS and might well like it on Kindle, but people thinking about maintaining Google’s control over Android clearly would not.