I foresaw Google’s emergence into all of these spaces five years ago, even suggesting in an article that their path into this diversification would be an acquisition of Apple. While that idiosyncratic prediction did not come true (yet!) I’ve had a pretty sanguine view of where Google was headed since 2003 and want to share my take on what the Nexus One means and where Google is headed next.
The bottom line is that Google is in the process of taking over as the “Evil Empire of Computing,” supplanting the decade-in-decline Microsoft.
[…] Microsoft succumbed to the classic error of clinging to an outdated business model, of being too fearful of losing a massive, proven market and revenue stream as opposed to introducing innovation. By ignoring the larger, underlying changes to computing that the Internet necessarily represented, Microsoft entered a decade of slow decline and, as importantly, opened the door for Apple’s very survival (it wasn’t all that long ago this was seen as tenuous), the rapid and somewhat unprecedented growth of the open source movement, and most ominously for Microsoft’s future, the emergence of Google as the true giant—if not yet bully—of the industry playground.