Originally Posted by BobSchlob
Another overhead serve aces right past Apple. Thanks Tim.
Originally Posted by hmurchison
"Innovation is in our DNA"
Could have fooled me Tim.
1. When did Apple ever buy a company selling a separate retail line of hardware products ((or at least continue to operate it as one)?
2. As the article pointed out, Google already had a piece by being the venture capital arm and were therefore working closely with them ever since that relationship started.
Pretty straightforward really.
PS: By the way, most of Apple's recent acquisitions seem to make fairly excellent sense. And whoever spearheaded and then honchoed/midwifed the move to the A-chips are some dudes that deserve huge props.
Apple's best strategic decision of the decade that's making their differentiation lasting. Lack of control over their chip destiny in the Motorola/IBM Power PC chip days cost them a ton of momentum at a critical time.
No such possible roadblock this time - they own their own destiny in product evolution in most of the key areas.
And if they want to go where Google and MS aren't (as well as take them on head to head in other areas), you might see them acquiring, for example, battery technology - and any other parts of their devices where in-house innovation could give them that edge that other companies can't reach with commodity components.
Originally Posted by anantksundaram
Um... what is Google's strategy here?
Originally Posted by SpamSandwich
Yes, what is Google's strategy? ...
They want to own automation systems (cars, homes, personal robots)...
...I believe they are following the advice of Ray Kurzweil ... but these are all nascent industries and there is no proof that any of them are big money makers, nor is there any guarantee any of them will be anything but a massive money sink for the foreseeable future.
If Google can continue to fund money losers (as a type of very long term R&D) it will be bad for their immediate and near term, but possibly be of benefit in the long run. ....
Disclaimer: I'm platform agnostic. I use OS X, iOS, Windows, and Android for diff purposes - and sometimes because I'm just a cheap bastard and will settle for an adequate solution to a low priority need.
Anyway, I believe these are all real deal major future industries - and part of where the action's already shifting. Everybody in the world may have a well-built, long-lasting, affordable iDevice or two in 5 or 6 years - markets mature. Ask any PC maker.
So, some of what Google's after in the what's-after-smart-mobile-screens world:
*A foothold in the "I of T" - check.
*Building on the model of becoming a force in hardware through acquisitions which are operated as mostly autonomous subsidiaries, a la Motorola (the Moto X's camera sucks badly, but is otherwise a sweet deal off-contract, e.g., and they're on course to move a ton of Moto G's in quite a few countries)
*Robotics - check. (An acquisition of something like iRobot [I don't know their status at all, just an example] would totally cement my argument above.)
*The Living Room (remember the living room?) - Chromecast is a nice little $35 solution to enough of many people's needs, and it's only the tip of what they're pouring into TV, including partnerships.
*Media - the whole Google Play thing is good enough for most people and it's on more devices around the world, so even if Apple's skimming 75% of the cream, and Amazon has a loyal customer base, that's still a lot of milk. Oh, and YouTube.
And for personal media if you haven't noticed, most of what Picasa's always done is being integrated into Google+'s Photo Gallery (which automatically and permanently backs up every Android phone photo taken in G+). And along with a few editing tools, if you shoot burst photos, Gallery even automatically makes Motion GIF's. And auto-stitches pieces of video footage it thinks are related into edited movies with sound tracks. You don't have to like 'em or keep 'em, but hey, this is not your 2005 photo backup service. I wouldn't take the time myself, and kinda fun stuff.
*GMail's also living in G+ now - you can send a photo in a gMail from your G+ photo pages - and post it in your G+ stream. No uploading, no downloading, no trips between webpages. Easy-ecosystem-peasey check.
*Communications in general. G+ incorporates Hangouts as well as GMail and all your media... ...and Hangout's morphing into a combo of SMS, IM (in general as well as bringing gMail chat and Google+'s chat), voice calling, video calling and video conferencing - with simultaneous Google Docs collaboration and G-Drive sharing. Cross-platform too.
Long-term, facebook, and MS's Skype and Office divisions should be pissing themselves. Check and flush.
*The car. The self-driving stuff, some other initiatives and partnerships I can't think of right now, and the allure of standardizing on Google Maps (still Coke to anyone else's Pepsi - especially since it's on all the platforms). Check.
*Project Loon and bringing fiber to cities - becoming a world ISP - check.
*Reportedly looking into building their own server chips (fabless fab model) - since they're one of the largest server buyers in the world. And because they've seen the benefits to Apple (which might be actively considering upscaling their own designs for a similar purpose). Check.
And these all build up Google's data collection and marketing (ads and themselves) machine.
Peeps in Mountain View be thinkin' big. I'm kinda totally terrified of 'em, but also kind of in awe.
So I hope those at Apple HQ are thinking bigger.
Originally Posted by StruckPaper
On one hand, they could be buying some Apple DNA.....
Bingo on that observation.... ...and that's probably chafing a few shorts in Cupertino tonight. They can deal, though. They were never gonna buy it.
Originally Posted by hmurchison
What I want Apple to do here is let us know what side of the Home Automation are they going to come down on.
Me too. Best question posed in the thread as far as I read.