Google: Still struggles converting tech prowess into new hit products. Improving existing products isn't always smooth sailing.
Amazon: Product invention and improvement aren't flawless; operational excellence in capabilities/scaling remains the standout.
Apple: While strong in product invention historically, recent product improvement (especially software/Siri) shows cracks.
Meta: Heavily reliant on acquisition/copying for product "invention," and the Metaverse business invention is still very much in the uncertain "is: ok/bad" stage for capabilities/business/scaling.
This is terrific and it would be interesting to see this for the other big tech companies.
I went and asked Gemini to do this for me: https://x.com/ben_mathes/status/1914414575287722246
WDYT? The narrative summary:
Google: Still struggles converting tech prowess into new hit products. Improving existing products isn't always smooth sailing.
Amazon: Product invention and improvement aren't flawless; operational excellence in capabilities/scaling remains the standout.
Apple: While strong in product invention historically, recent product improvement (especially software/Siri) shows cracks.
Meta: Heavily reliant on acquisition/copying for product "invention," and the Metaverse business invention is still very much in the uncertain "is: ok/bad" stage for capabilities/business/scaling.
yeah I'd love an insightful insider at the other big cos to fill in a similar chart.
I asked the lazyweb: https://twitter.com/ben_mathes/status/1783187630047588736