2012年6月10日星期日

Google glasses shoulder to save the important task of Google Strategy

When Sergey Brin Sergey Brin, wearing glasses of Google (Google Glasses.) Walking in Silicon Valley, many people snickered.In the past 8-12 months time, I have been to see the lonely valley of the song, mocking Google glasses, unmanned vehicles and planetary colonization investment (I think this is the personal investment of Page and Brin), and Oregon wind farm some other less important projects.People laugh at these investments, these projects show that Google lost focus. To some extent, is indeed the case - especially Google is engaged in so many business ventures and activities. When you get physically and mentally exhausted, then it becomes very hard.This is the late Apple co-founder Steve Jobs (Steve Jobs), attacked the place of Larry Page (Steve Jobs) Page last year, succeeding Eric Schmidt (Eric Schmidt) as after the Google CEO, it seems he did the words of Steve Jobs on the heart. Page has shut down dozens of "pet project", this is a wise move.

However, when you see the glasses of an eccentric young billionaire wearing a Google haunted nightclub nearby, or (well-known technology blog author) Robert Scoble Robert Scoble wearing this look like "Terminator" in the glasses, you might think Google really has lost its center of gravity, and this idea is understandable. It is almost tempting to a conclusion, which is that Google is another sign of the utopian cloud services, rather than the operator to provide shareholder value.However, I am here to say yes, Google co-founder of the company of others to invest in this project is exactly the right thing for the following reasons.Google's search engine has done the best, their business model (AdWords and AdSense) in my opinion not had the best business model. Google continues to invest to improve the user search experience, and are continuing to perform well in this regard.But I have repeatedly put forward the view that the search to survive the day is already a handful. I think we are moving towards a new era of a Hypernet (super-network) and Internet companies led, I will be known as the "mobile era.


In this day and age, all of the first computing device is a smart phone. In this day and age, all the popular applications are optimized for the mobile experience - whether on the phone or tablet PC. At that time, even no one will consider how the application will run on the desktop. Those companies will not seek any venture capital investment, or the magazine Fast Company business magazine) par (in the United States and the "Fortune" and "Business Week" or "connection" (Wired) - Of course, the Tablet PC version of the magazine - the cover of coquetry. In this era, only pure mobile service company will be considered worth mentioning.In this mobile age - keep in mind, we enter this era is only two years, so we are likely to at least four years' time will enter the next era - I think we will learn an access to information new ways. People no longer to obtain information from the Google search, but will ask the personal assistant services Siri is. But perhaps I expect the error, not Siri but something else, specifically for the mobile experience and optimize things.


I do know is that, in the mobile era, unlike in the computer age, that would be so many searches, this is a big problem for Google. The trouble is, the search is not as before, then profitability.

Therefore, Google can continue to tell us YouTube is performing well, come up with their on-quarter revenue figures, and then annualized calculation; for mobile search and other smaller businesses, Google can also do the same thing. However, since two years ago, the desktop search in the Google revenue share of far more than 90% in the profit share of about 98%, so if you are concerned about stock issues, you will find Google in two the changes of the era of Chiang Kai-shek facing a big problem, that is, the decline of the price-earnings ratio.(I know, some bullish Google will argue that Google will create a than Siri better voice activation service. Then let me tell you: there is nothing than to do so will make underground Jobs happier, This is equivalent to help Apple a guide many still blindly traditional search user to turn to the voice search, which will substantially weaken the profitability of Google Apple led the way, Google reluctantly tails.)


So, let's talk about this situation, which is now Google's search business will be extremely profitability of major decline, and why this situation with reasonable may occur. I will be in Mountain View table knock banging loudly asked my team: "no one carried the case of traditional search, how can we maintain the original position in a mobile world?" After all, As (former Intel Chairman and CEO) Andy Grove (Andy Grove) said: Only the paranoid to survive. I think we should be ready for the front of the two answers.


I do not understand the unmanned vehicle. But the more I try to understand it, the more you think it is cool. This of course is one that the commercial product, and may indeed be commercialized. In fact, I did not after struggling to determine, in the long run, it would be a far more YouTube greater business. However, compared with the mobile phone and search, it is clear this is a completely different business (although I suspect that Page and Brin would say that it is merely an algorithm to solve other complex problems).


Google glasses, on the other hand, will become a very important business, its importance is sufficient to achieve the degree of "save the company" - or at least will be the Google upgrade to a new excellence height. Why not?I know, the glasses look a little stupid; wearing the Google spectacles Boolean from a modern feel, looks like an out-of dumb. However, this is only the first generation of products.Do you remember the first generation of Android phones? They are very ugly, looks like a cheap BlackBerry knockoff - not looks, it is true!


But think about it in a period of seven years after the Google acquisition (small purchase price), Android occurred much change. And then think about it, Google glasses after seven years, what will become. You can not imagine it will evolve into what it was like the world of technology, the forward speed of the next seven years will go far beyond the past seven years.In my case, it is easy to imagine how Google glasses become the next major product in our lives.Forgotten after the computer age, Google is played after the cell phone era. Vision of these guys, I will give maximum support.In ice hockey, ball, where, people on the slide where. Google glasses is the case.I think that other people will not just sit and wait. I did not see the full video, but I believe last night D10 Digital Conference, Tim Cook, Apple CEO Tim Cook had asked about the "wearable computer", and I also I believe that he would not refute this idea, It could mean Apple has some very capable people engaged in this work.


I am convinced that Wall Street most of the people (their eyes do not cross the nose) will agree that Google glasses only Page and Brin "image projects". But in fact, they are the short-sighted idiot.Difficult to foresee the future of the world the manner in which to start and based on this predictable to a company with $ 40 billion in cash ready to take advantage of this prospect. However, Google glasses is a very wise investment.In the next 18 to 24 months time, if you hear more about the message after the mobile phone era, so do not be surprised.Times the total in constant flux.


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