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I'd say less bluntly that Google is not as innovative as it once was. Old large companies ossify, and Google is not an exception. It failed on the social network (facebook), it failed on the instant messaging (whatsapp), it failed on the picture meme (snapchat), it failed on the video meme (tiktok), it failed on videoconference (zoom) ... you may see some kind of pattern there. If asked whether google will succeed at something new (say, Fuschia), given those priors, my response will be: "no. it would be a surprising first in many many years. the company is on decline" What we're missing is the connection between the services of the large companies: Google, Amazon, Microsoft all have an offering made of devices (hardware), websites (software) and cloud services. There seems to be a synergy, where you benefit from doing all 3 things in-house to reduce costs on your core product or to capture consumer minds. Microsoft is getting back in phones, with an Android offering. Amazon is not giving up on Kindle. Notice how Apple is missing on the cloud services part here. They have some internally (for Siri) but they do not sell them. Even if they don't start a cloud offering, they may sell their CPUs to others who will, before eventually rolling their own hardware. This will give time to people who adapt existing server software to work better on Apple ARM CPUs (recompiling is the tip of the iceberg, thing about the differing architecture, what can be accelerated etc.) We are seeing SIMD/AVX optimization for database like computation just now. It may take a while. |