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Another former Googler here (from waaaaaaayyyy back -- I was employee #104). The reason Google is the way it is, and many organizations are the way they are, is that they are trying to reproduce the circumstances that led to their initial success. Google initially succeeded by solving what was at the time a Really Hard Problem, and so the people at the top want to reproduce that by encouraging people to solve more Really Hard Problems. Apple has fallen into the exact same trap. Their initial success came from building a Cool New Thing, and so they are constantly trying to build the next Cool New Thing. The problem is that at some point the product has actually converged to a local design maximum and so making further changes to it in order to produce something New and Cool is not actually an improvement. But it doesn't work because it's sn inductive fallacy. Just because solving a Really Hard Problem or making a Cool New Thing led to success once does not mean that doing these things will lead to success in general. But the memory of that initial success is really hard to get past, especially when it was as earth-shattering as the initial Google search engine, or the Mac or the iPhone. (Apple has actually done better than most companies at reproducing their initial success. They've done it at least five times, with the Apple II, the Mac, OSX, the iPod and the iPhone. But then there is the touch bar, the butterfly keyboard, the flat look...) |
For instance, they often resist new technologies like high refresh rate or OLED screens, 5G, etc., until they feel the technology is developed sufficiently and won’t impact battery life. There are other brands that compete by making a list of features rather than a coherent product.
Of the examples you named, both the Touch Bar and the butterfly keyboard are gone now, and the latest Macs are the best Macs ever. That shows a willingness to try new things, while also showing that they have good judgement in the long term and a willingness to move away from what doesn’t work.
Also, the iPad and Apple Watch haven’t been as important to Apple as the iPhone, but they are still original and category-defining products that I would call innovative. Not every new product needs to double your company’s market cap to be a big success in the category.