Jack Ma and Elon Musk are the two most exciting entrepreneurs on the planet right now. They come from two different ends. Jack Ma is coming from the China end, the Third World end, the Global South end. Elon Musk is coming from the rich country end where he is going to beat the bullet train and go to Mars, and what have you.
Elon Musk is more exciting than Larry Page right now. As to why Larry Page will not sink 20 billion into taking every human being online TODAY beats me! Google's search advantage will not last forever. And so it needs to cash it now, today.
If the smartwatch takes off, Tim Cook will have proven himself. And Steve Jobs will have proven himself. Jobs liked to say the most important thing he built is the company Apple itself, not the Mac, not the iPhone. Although I am not convinced the smartwatch alone can take Apple to being a trillion dollar company. I am on record saying that company is Google. But Larry Page has been a partially absent CEO. A CEO needs to be seen, needs to be heard, like Marissa Mayer was visible when she was with Google. Most of your talk is consumed internally, even when they are publicly made. People inside your company are watching.
But then I was not excited about the iPad when it came along. I am an active user. I don't passively read. I was like, no keyboard? Get out of here. But the iPad has been a monumental product. Right now I feel like the smartwatch is not for me. Just give me a phone with a battery that lasts twice as long. And I am happy. I actually like not having something around my wrist. I like that sense of freedom. My phone is my watch. And it is a smart one too. It is not for me, that does not mean it is not for other people. I will wait and watch.
Right now I am thinking the smartwatch is Apple's Google Glass. It will not die, but it will not go mainstream.