Meanwhile, all their successful products and services have been around a while now. Search was 1997, Blogger was 1999 (not initially by Google), Gmail was 2004, YouTube and Maps were both 2005, Google Docs was 2006 and both Android and Chrome were 2008. So where's the next big hit? Is one even possible with Google's attitude of "if it doesn't succeed in a few months, kill it"?
What is likely to be their next successful story out of the things they worked on recently?
For hardware, I think all of the following could be considered a success:
- Pixel phone
- Chromecast
- Chromebooks (as school computers)
For software:
- Youtube TV seems to be a massive hit.
- Google Classroom has a lot of users in the ed tech space.
- Just in my social circle, I'm noticing more and more people using Google Photos in the past few years (even iOS users). I think might be due to growing usage of Google One.
Kubernetes and TensorFlow should count, and are successful.
AlloyDB is IMO most likely to be successful (especially since AWS Aurora already proved the market): https://cloud.google.com/alloydb
Since this question seems to be much more about the consumer side, I think both Google Home and YouTube TV are independently considered successful though I have no doubt many people will chime in to note how much they hate either or both of those things.
Google Home/Nest is 2016 and has been fairly successful.
Google Fi is from 2015 and still seems to be going strong, I use it and am happy with it.
Chromecast launched in 2013, I think that has to be considered a success.
Some acquisitions just mean billion of dollars spent for nothing and these get a lot of attention. Remember when AOL bought BeBo for $850m? But every acquisition is a gamble. Most won't pay off but some will, spectacularly.
Like in 2022 can you really believe that Google paid less than $2 billion for Youtube? Is that not the biggest bargain of the century? Facebook bought Instagram for $1 billion. Were it a separate company, at least until the last couple of years, it probably would be worth 100x that.
Most ideas don't turn into billion (or trillion) dollar companies. Expecting a company to do that multiple times is like expecting to win the lottery twice. Taking a $1 billion company and turning it into a $100+ billion business is itself a massive success. I'm not sure why the homegrown product is assumed to be somehow more virtuous.
The product that stands out to me is Stadia. As a technical achievement, Stadia is impressive, but Google managed to maximize all of the downsides to fully online gaming and minimize all of the benefits. No amount of engineering is going to save a company if the management is deluded or consumed with infighting.
One could also look at their history of undermining their own social or communication networks by throwing up a series of incompatible clients like Chat, Hangouts, Allo, or Duo. Same for Buzz, Orkut or Google+. Any of these could have been successful if they just stuck with it, but their behavior makes it extremely clear that we should expect these to be very short lived.
There are major business opportunities out there and Google is in a sound technical position to capitalize on them. But this would require a a degree of foresight and backbone that's absolutely anathema to the current management culture.
I think with the size they don't have a lot of interest in running "small" businesses even if they have some traction. Something like Stadia was maybe just wholly unprofitable but maybe had some benefits if they developed remote gameplay tech that might be re-used in another product someday or offered as apart of their cloud offerings.
I guess they'll eventually jump in on the upcoming AR war, but it might be hard to beat the offerings from Meta and Apple. Maybe they'll have the Android of AR?
Exxon, State Farm, Keller Williams Realty, Five Guys, Morton Salt, your local dive bar, so many successful businesses out there have introduced almost nothing in terms of a new product in decades or sometimes even centuries.
Maybe an even better question is will Alphabet ever launch a massively profitable new product.
I figure AGI is on the table with both Deepmind and Brain pumping out new SOTA models every few months.
I think they'll continue to struggle in the consumer realm until they massively upgrade their marketing and branding. Android is the "cheap" option compared to iPhone. People don't show off Google-branded products the way they do with Apple and maybe never will. If they ever plan to try social again, it should be spun out of YouTube.
I'm sure there's a list somewhere of what's actually homegrown and what's bene bough (youtube, streetview, doubleclick, ?).
I don't know, I kinda like when big companies just throw stuff at the wall. They have the talent might as well experiment. If it doesn't work and it was actually something that had potential, a smaller company could make something similar avoiding some of google's pitfalls. After Google killed off the rss reader, how many other companies doing rss suddenly got an influx of people. I wouldn't be using the old reader now if it weren't for that.
Google Photos was launched in 2015. Drive in 2012. App Engine in 2008. Many many other changes that you will obviously derogate as incremental even though they are real achievements.
What I'm really curious about is: if zuck has his metaverse fantasy and musk his twitter conquest, what about Brin and Page? All I remember from recently is some "Airy" stuff (literally):
Sergey Brin’s airship startup grows rapidly (https://www.ft.com/content/ae625a25-d2ac-4bca-9508-a5f0d3c7dd09)
Larry Page's electric air taxi startup is winding down (https://www.cnn.com/2022/09/22/tech/kittyhawk-larry-page/index.html)
If we take that as the baseline, we will have trouble identifying newer companies/products that will turn out to be a big deal in retrospect.
Google wifi router