How to Predict Google’s Next Product (GOOG)

| About: Alphabet Inc. (GOOG)

Babak Nivi, a consultant to Boston-based Atlas Ventures, writes consistently perceptive pieces about Internet technology. Here's his analysis of Google's product strategy (reposted with full permission):

Google takes existing apps (mail, maps, IM, VoIP) and adds one incredible feature that changes the game and leaves the competition scrambling.

  • Google Maps had drag-able maps and integrated satellite images.
  • GMail was fast and acted like a client-side mail program.
  • Google Desktop Search is a file browser that makes “browsing