The Next Microsoft Is...

GOOGLE

…Google? Let’s read what Katie Benner has to say about that:

For all of its innovation, best captured by Eric Schmidt’s “How Google Works,” Google is a 55,000-person behemoth, and it’s nearly impossible for any company to move quickly and creatively at that size. Among tech giants, only Apple has managed to innovate after becoming so big. Hewlett Packard? Nope. IBM? No way.

Despite all the talk about Google’s much vaunted moonshots – self-driving cars and Google Glass, internet-connected balloons and drone deliveries – the company is still basically a purveyor of cheap online ads that it sells at massive volume against the things that we search for online. Advertising accounted for $51 billion of the company’s $56 billion in revenue last year.

The most valuable thing that the official moonshot incubator, Google X, has produced isn’t innovative products that will maintain Google’s search dominance. It’s good PR. It codified the idea that Google is always trying new stuff and failing because that’s what true, crazy, bountiful innovation looks like.

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There’s much more to Benner’s argument, so you might just want to read the whole thing.

I’d argue that’s what Benner describes at Google is exactly what innovation doesn’t look like. Successful innovators imagine and iterate new products with exactly one thing in mind: Pleasing their customers with something new which they might not have even known they wanted. It’s a focused approach to creativity.

Wireless communications are one example. It turns out, hardly anybody really wanted a large and expensive satellite phone which could only be used outdoors, and which required a constellation of multimillion dollar satellites in orbit in order to function. It also turns out that almost everybody wants a touchscreen computer which they can fit in their pocket and access most any kind of data from most anywhere. Iridium is still around, focused on a very few, very special customers — but its parent company Motorola has since been twice orphaned. Meanwhile, perhaps more than 1.5 billion-with-a-b people own an iPhone or an Android lookalike.

Google’s approach might very well produce a gem — someday. But the way they go about “innovating” makes the next Iridium much more likely than the next iPhone, and worst of all, doesn’t allow Google to tell the difference in advance.

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See: Google Glass.

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Cross-posted from Vodkapundit

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