Their current top-level leadership lack any vision and are content to maximize existing revenue streams.
Engineers working on new products all seem to end up treating their projects merely as demonstrations of why they should get a promotion or pay rise, once that's achieved the projects languish in a permanent state of beta or 'experiment'
Anyone got anything?
The truth is that google project are dead is by now a self-fulfilling prophecy. Nobody will build a company, which is relying on google frameworks and APIs beyond adtech.
- Microsoft: Visual Studio Code (2015), acquired GitHub - getting deep into dev tools outside the Windows market
- Apple: Apple Watch (2015) - wearable health tech
- Amazon: original TV and movies, grocery delivery, acquired Whole Foods (2017)
- Facebook: acquired Instagram (2012) and WhatsApp (2014), Oculus VR
- Netflix: original feature films (e.g. Roma, 2018)
You may not consider all those to be new markets; e.g. Netflix is still pretty much just doing streaming video as far as I'm aware. But it was still seen as a big deal when they started doing original TV shows (House of Cards) and then "proper" original movies.
Edit to add: Google: AI tools & infrastructure? I don't know enough to judge if they're making a big impact there.
And how is vscode a major new market?
Anyway, applying your criteria fairly to also Google, why wouldn't e.g. Fitbit, Nest, Pixel phones, Kubernetes, TPUs, YouTube Premium, Flight search, and Meet count?
Today you might argue that Google is doing that to Chrome (3rd party cookies), YouTube, Search (AMP) but we don't actively hate using Google products yet.
Besides, I feel Google cloud/workplace people seem to have a good product vision.
Also, Windows Phone 7 came out under Ballmer, and it was So. Much. Better. than either iOS or Android at the time. A keyboard that had proper autocorrection, an OS that could run blazing fast on absoulte rubbish specs and a cohesive design (that wasn't skeumorphic).
Ballmer wasn't a god, but this idea that he had this anti-midas touch is clearly bunk.
This sets fake expectations for the public, which can hurt its reputation later
Sounds like you never used one? Yes, they had glasses with small postage stamp display in the corner.