Innovation at the expense of laziness and old-minded dogma

• Ford Motors pumps billions into upgrades of its Ford F-150 pickup truck (i.e. gas guzzler)
• Ford Motors loses $15.3 billion in 2006 and 2007 and more to come.
• Ford Motors shuts down its Menlo Park, CA car dealership
• Tesla Motors (an electric car manufacturer) opens up a new car dealership in Menlo Park on the same site as the old Ford dealership.

Cubicles are the ultimate form of a poor compromise. Lets consider the two reasonable extremes of providing a working environment for employees. On the one hand you can go with the bullpen approach or you can go with offices. Somebody must have said, well if we just built walls around these desks then we would have the best of both worlds (lots of bad products get developed with this type of thinking). We would have the privacy of an office as well as the open and egalitarian benefits of the bullpen. Nothing could be further from the reality as cubicles

1. provide a false sense of privacy — you can’t make a private call from your cube.
2. generate just as many distractions as a bullpen environment as you can hear every conversation.
3. rarely provide the upside associated with the bullpen model where ideas can flow quickly and people have the latest information required to make good decisions.

I have no doubt that technology companies and especially those companies whose success relies on developing code cubicles are a significant drain on productivity and general employee satisfaction. Rather, a better model would provide employees (especially software developers, product managers, qa, etc.) with a small office and in the center of the floor provide an ad-hoc meeting places (not conference rooms that you need to reserve) with Wi-Fi (of-course), refreshments, etc. where employees could congregate around if they need to ideate, exchange information, etc.

Lets have a quick look at the current lineup of major industries in the Valley and the top players in those industries:

Media companies

• Google
• Yahoo (ok, 9% growth is not exactly hitting it out of the park, but there is untapped potential here — full disclosure: i work at yahoo)

Computer/devices companies (both of these companies are on a tear)

• HP
• Apple

Micro-processor companies

• Intel
• AMD

Well — when times are good folks start to expand beyond their core and these companies are expanding — especially the folks at Google — into the following industries:

• Wireless & Telecom
  • iPhone
  • Gphone
  • Buying wireless spectrum: Apple & Google are each other
  • Undersea fiber: Google
• Entertainment
  • Apple TV & iTunes –> distribution hub for all entertainment
• Energy (alternative forms)
  • Silicon Valley in general is playing a major role in this space — however with the exception of Intel and AMD the companies above are more dabbling then anything else — but $20M here and $30M there and it becomes a bit more then dabbling.

For the past 4 years the pendulum has been swinging in favor of these Bay Area companies but when you expand beyond the core you inevitably start to piss off the legacy players… Once these legacy players start fighting back and the economic slowdown forces these companies to curtail their investments beyond the core will the pendulum reverse?

1. Clever use of free data (costs a ton to process this much data, but the data itself is free)
2. Deliver the right information (will fare’s increase or decrease) at the right time (at the point of search or transaction)
3. Leverages consumers fear of overpaying. 

However, will your average consumer spend enough time to grok how this works — not sure about that one.  Some good marketing folks will be needed on this one. 

• Unlike Google Trends or Flickr Camera Finder which rely on data that is directly provided by users on their respective sites the data on which Indeed trends is based on is based on their crawled data and therefore very suspect (full disclosure I did work in the Yahoo!’s HotJobs group).  Lets go one level deeper and look at the Indeed corpus and why it is not suitable for analytics and trending:
• Hiring managers and recruiters flood their job descriptions with buzzwords in order to rank higher on Careerbuilder, Monster, HotJobs, etc. hence generating hiring trends based on the occurrence of certain keywords in a job description won’t tell you that much and for certain keywords will likely lead you in the wrong direction.
• Aggregating job listings via a crawl (which is what Indeed does) is not easy and it yields tens of duplicates per job (every recruiter posts their jobs to multiple sites).

By the way Indeed is a pretty good job search engine, this trends feature is a bit out of place.  It would be far more interesting if they provided trends on what their users were searching for.