Originally Posted by pedromartins
Looks to me that you are totally right. Google has been making some great decisions and playing to their strenghts. Larry Page is a fantastic CEO.
Meanwhile Apple has 160 billion staying still. Money like that = 0 if it isn't beeing put to good use. Of course, some members will come here saying that money doesn't make good produtcs, but Waze could've been a great "weapon" for Apple Maps. Sparrowfor Apple mail. etc.
What you and me must keep in mind is that Apple is the most powerful and innovative tech (and non-tech) company around, and they aren't here because of something as trivial as luck. We don't know that their main goal is. At any time, any moment, they can make a 200 billion investment into something and leave everybody else 10 years behind.
heck, something as trivial as buying T-Mobile and a shit load of spectrum and integrate all that on free imessage and facetime calls, icloud mail and sync + 300mb LTE would put the whole industry in flames.
We don't know sh*t, and that's frustrating.
Of all of Google's recent acquisitions, Waze is the only one where I think Apple missed out. Meebo and Sparrow were mostly acquihires and Apple has been doing that constantly. Also, Meebo and Sparrow aren't even on the same scale as Nest. I think Nest is a cool company but isn't worth $3.2b. Maybe their product roadmap and patents are where the action is at. In the end, it's a huge transaction. Apple wasn't even part of the Nest conversation. Google has been involved in two large rounds of funding for Nest (Series B & Series C) and Nest was in talks with them even before they launched.
Apple on the other hand doesn't really need what Nest provides right now. They have a large hardware division and have crazy good hardware engineers. Nest wouldn't bring anything to the hardware table that Apple couldn't do on its own. Tony Fadell hasn't been at Apple for a long time and I think Apple's current hardware is its best, so it's not like they are struggling for hardware folks. Nest's software is a bit different, but not $3.2b different.
Personally, I am eager to see what Apple has been working on. The last couple years have been transitional, whether it was the passing of Steve, Scott Forstall leaving and being without a head of retail for quite a long period of time. Even that knuckle head Carl Icahn was/is a huge distraction. Things are starting to settle in some respects. I think 2014 is going to be a crazy year.