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谷歌急需震驚世界的新產(chǎn)品

谷歌急需震驚世界的新產(chǎn)品

Kevin Kelleher 2012-03-19
拉里?佩奇已成功地讓公司重新聚焦于核心產(chǎn)品上。現(xiàn)在,他需要做的是拿出令人耳目一新的產(chǎn)品,重新找回公司曾經(jīng)擁有的魔力。

????谷歌公司(Google)最近一次讓世界眩暈是什么時(shí)候?

????到今年夏天,谷歌(Google)就將迎來自己14歲的生日。谷歌的發(fā)展史上充滿了令互聯(lián)網(wǎng)產(chǎn)業(yè)震驚的時(shí)刻——谷歌的公司網(wǎng)站對(duì)其中大多數(shù)成就都有所提及。谷歌的創(chuàng)潮之流肇始于2000年,當(dāng)時(shí)谷歌的搜索引擎成為全球的巨無霸。而“關(guān)鍵詞廣告”(AdWords)和“內(nèi)容廣告”(Adsense)雖然對(duì)消費(fèi)者來說不那么直觀,卻同樣是對(duì)業(yè)界影響深遠(yuǎn)的創(chuàng)新之作。數(shù)年來,谷歌推出、收購了其他眾多富有特色的產(chǎn)品:谷歌新聞、谷歌地球、谷歌語音、谷歌圖書、谷歌翻譯以及Blogger和YouTube網(wǎng)站。正是它們?yōu)榛ヂ?lián)網(wǎng)的創(chuàng)新設(shè)定了至高標(biāo)準(zhǔn)。就算是像“書籍詞頻統(tǒng)計(jì)器”(Ngram Viewer)和“自動(dòng)駕駛汽車”(self-driving cars)這些對(duì)增加廣告收入沒什么實(shí)際作用的特色產(chǎn)品,也會(huì)讓人愿意花上大把時(shí)間去了解它們背后包含的大量信息。

????谷歌于2010年年末發(fā)布的Ngram能讓用戶直觀地看到各種關(guān)鍵概念的興衰起落。但自從它問世,谷歌就再?zèng)]有真正推出一款讓世界驚嘆、讓世人熱議的產(chǎn)品。過去一年多來,谷歌推出的產(chǎn)品都是模仿其他公司已發(fā)明的產(chǎn)品。Google+可能試圖優(yōu)化Facebook,但它大部分還是停留在山寨水平。而上周發(fā)布的Google Play,則像是蘋果公司(Apple)iTunes的復(fù)制版。

????而大多數(shù)谷歌業(yè)已推出有一段時(shí)間的產(chǎn)品也是這種情況。Google Offers看起來像是團(tuán)購網(wǎng)站Groupon和LivingSocial旗鼓相當(dāng)?shù)母偁帉?duì)手,但也僅此而已:它就是一個(gè)競爭者,在挑戰(zhàn)市場地位穩(wěn)固的領(lǐng)導(dǎo)品牌。谷歌曾試圖收購Groupon,如果成功,就會(huì)使谷歌成為團(tuán)購市場的領(lǐng)導(dǎo)者,但是遭到對(duì)方拒絕。于是現(xiàn)在,谷歌只不過是這個(gè)人頭攢動(dòng)的市場中的眾多商家之一。

????谷歌目前在其他領(lǐng)域推出的新產(chǎn)品也只是模仿其他公司。憑借谷歌錢包,谷歌運(yùn)用近場通訊技術(shù)(near-field communication)在移動(dòng)支付市場稍許占得先機(jī)。但只有少數(shù)人能用上谷歌錢包,而Intuit公司、蘋果公司和Visa公司也正在開發(fā)能與之抗衡的應(yīng)用。

????當(dāng)然,利用互聯(lián)網(wǎng)已經(jīng)成型的商業(yè)模式未必總是壞事。谷歌早年的成功來源于打造了一款更出色的搜索引擎。而谷歌文件則對(duì)微軟公司(Microsoft)的辦公軟件Office構(gòu)成了顯著挑戰(zhàn),迫使后者利用生產(chǎn)力軟件(productivity software)重新思考自己的戰(zhàn)略。但是像Google+、Offers以及最新推出的Play等產(chǎn)品則并沒有在與競爭對(duì)手的較量中占據(jù)明顯優(yōu)勢(shì)。看起來,它們更像是一家公司將手伸向多個(gè)新興市場,期望取得最大的斬獲。

????谷歌有充分的理由選擇這個(gè)發(fā)展方向。自擔(dān)任首席執(zhí)行官以來,拉里?佩奇就已將公司的主要精力集中在核心產(chǎn)品上,減少了留給員工琢磨新創(chuàng)意的時(shí)間。去年夏天,佩奇關(guān)閉了谷歌實(shí)驗(yàn)室。這個(gè)孵化器專為催生創(chuàng)意而設(shè),但它常常更多地只是激發(fā)人們的好奇心,而不是帶來收入。谷歌取而代之的做法是,圍繞Google+的社交層(social layer),將其眾多深受歡迎的特色產(chǎn)品整合到一個(gè)新網(wǎng)站上。

????由于谷歌95%的營收還是來自于廣告(其他收入來自訂閱服務(wù)及像谷歌應(yīng)用之類的產(chǎn)品),目前的工作重心合情合理。谷歌目前所做的,是將其由眾多服務(wù)和特色產(chǎn)品構(gòu)成的龐大帝國——搜索、視頻、電子商務(wù)、移動(dòng)應(yīng)用及社交網(wǎng)絡(luò)——整合成一個(gè)更完整的資產(chǎn)。據(jù)稱,谷歌已經(jīng)發(fā)現(xiàn),就算用戶并未活躍地使用其Google+的個(gè)人檔案,它們?nèi)阅茉黾訌V告的訪問率。

????When was the last time Google did something dazzling?

????For a company that turns 14 this summer, Google (GOOG) has a history thick with moments when it surprised the web -- many outlined on the company's site, starting in 2000, when its search engine became the world's largest. Adwords and Adsense were also innovations that, while less visible to consumers, had a significant impact. Through the years, Google unveiled or acquired other features that the set a high standard for innovation on the web: Google News, Earth, Voice, Books, Translate as well as Blogger and YouTube – even features like Ngram Viewer and self-driving cars that had no real potential for new ad revenue but that invited you to waste hours exploring the data they organized.

????But since Ngram, which appeared in late 2010 and allowed users to visualise the rise and fall of concepts, Google hasn't really unveiled a product that's wowed the world and gotten people talking. Over the past year or so, it's introduced products that replicate what other companies have innovated. Google+ may try to improve on Facebook, but it mostly copies it. Google Play, announced last week, seems like a knockoff of Apple's (AAPL) iTunes.

????And that's been the case with many of the features Google has been rolling out for a while. Google Offers looks like a viable competitor to Groupon (GRPN) and LivingSocial, but that's just it: it's a competitor to an established leader. Google tried to buy Groupon, which would have made Google the leader in the daily-deals market, but the company said no. So now Google is just one of many players in a crowded market.

????In other areas, Google is launching new features that echo what other companies are doing. With Google Wallet, Google had an early lead in the market for mobile payments using near-field communication. But Wallet was available to a small number of people, and companies like Intuit (INTU), Apple and Visa (V) are working on rival offerings.

????Of course, taking on established business models on the web isn't necessarily a bad thing. Google's early success came by building a better search engine. And Google Docs presented a significant challenge to Microsoft's (MSFT) Office, forcing the company to rethink its strategy with the productivity software. But initiatives like Google+, Offers and, most recently, Play don't dramatically improve on their rivals. They look more like a company sticking its fingers into a bunch of growing markets and hoping for the best.

????Google has good reasons for moving in this direction. Since becoming CEO, Larry Page has focused the company's efforts on core products, leaving employees with less time to fiddle around with new ideas. Last summer, Page shut down Google Labs, the incubator for innovative ideas that often generated more curiosity than revenue. Instead, Google worked on integrating its more popular features into a new site built around the Google+ social layer.

????Because 95% of Google's revenue still comes from ads (the rest is from subscriptions and things like Google Apps), that focus makes sense for now. Google is stitching its empire of services and features -- search, video, e-commerce, mobile and, yes, social -- into an integrated property. Google has reportedly seen that, even if people aren't actively using their Google+ profiles, they can still increase ad engagement rates.

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