Something in the news says Chrome OS got a demo today. I don’t even care, since I don’t think what’s being demonstrated — a glorified PDA with internet connection — is, by itself, very interesting. What’s important is what runs on it that can’t be run in another way or with as much ease. What might that be? It seems to me this “novel experience” (not necessarily novel technology) is in the roadmap of Google and other big companies — but only in pieces spread among them, with none of them seeming to have the entirety of it. And that is ridiculous…

So Google has the ideas. Microsoft has the delivery mechanism in the form of the installed base and the ready platform with the ability to propogate via a simple update. Apple has the hardware designs and marketing to get people to adopt. Yet, each is missing the critical pieces held by others. And so we stall in Year 2009 as each company tries to replicate some existing thing that another company is already good at.

(This very good article gives too much credit to Google, I believe. The situation is a lot more symmetrical and Google should not be elevated to a privileged position. The current Chrome OS for netbooks, I believe, is a clear misread of the market. People want a better phone, not a worse computer, and Google will likely fail with this if they make the latter without the former (Android?) catching on first. I think the “PC companies” are not that far behind either. It’s much harder for inexperienced Google to make a good cloud client than for say Microsoft to deliver good cloud integration. In some sense, Microsoft’s lack of execution on this front is due to politics, i.e. lack of will-power to lose a cash cow until it is inevitable, not due to technical barriers.)
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