Posts Tagged: google


21
Nov 09

Investing in Chrome futures

Not sure about the logo, but the idea is cool

Google throws down its rubbery gauntlet

What is it about our industry that turns lovable, people-focused startups into evil monoliths bent on world domination?

Will Google, having seduced us with their genius, begin to shift their focus from our hearts to our wallets?

I’m actually a huge fan of Google and the countless cool things they’ve done. I will happily give them the benefit of every doubt. But last Friday they gave the world a sneak peek of their Chrome OS. That’s when my inner cynic started to get a little feisty with my inner optimist.

There’s no denying the idea of Chrome OS. It’s a netbook minus Microsoft, a device with tiny storage and huge potential. It will put your all your files and applications in the cloud, accessible anytime, anywhere, virus-free. That’s all good. It’s the rest of the story that starts sounding a little dark.

Chrome is a browser. Chrome OS is a browser-based OS. But it comes with a catch: you can’t install it on any ol’ netbook. The only way you can get it is to buy a pre-loaded netbook from one of Google’s partners, who will then write a check to Google. Even the ever-benevolent Microsoft lets you buy Windows and load it into the device of your choosing.

So it seems that Google is getting ready to try on the evil emperor’s new clothes. We’ll see how that fits.

Lack of device freedom aside, Chrome OS really is a step toward a future that makes a hell of a lot of sense. We may have grown used to the status quo, but it’s insanity for tens of millions to pony up for powerfully equipped machines, buy personal storage, maintain personal apps, worry about security/viruses and manage their own backups. Future generations will be amazed that we could waste resources and duplicate efforts on such a massive scale.

So I do think Google is working with the right roadmap. I just hope they won’t be tempted by that detour marked “get rich and enslave mankind.”


10
Aug 09

Microsoft & Yahoo: A bigger Also-Ran

30soft1.600There seems to be an even split of opinions on whether the Microsoft/ Yahoo agreement is a good thing or a non-thing. I put my vote firmly on the non side. Two reasons. The first is that guy on the right in this photo. He’s a windbag. I believe that when the history of his company is written, Ballmer will be known as the guy who captained the ship to exciting new depths. I honestly can’t understand why the shareholders have been so patient. The second reason is simple common sense.

People flock to innovative companies with products that raise the bar by an order of magnitude. They don’t jump ship from something they are actively loving unless the thing they love becomes less lovable — which Google shows no signs of doing. Can we be sure Google won’t somehow screw up one day and let MicroHoo in the door? Of course not. But if you look at what Google is and what they’re doing, that doesn’t seem to be a likely scenario. These guys are excruciatingly smart, open to new ideas, eager to invent and evolve. All things that Microsoft is having a tough time doing. So as a combined force, the new search powerhouse will own 28% of the market while Google cruises along with a seemingly impregnable 65%. If I were looking at those odds and comparing the two horses prepping for the race, I know where I’d put my money.

Remember, people love to be on the side of a winner, as long as the winner makes them feel happy. Google, like Apple, makes people really, really happy. They continue to attract the brainiest, most creative thinkers, they continue to devote themselves to innovation. They truly understand what we want. So they are about as likely to lose a significant share of market to MicroHoo as iPod is to lose more than 12 customers to Zune.