From my most recent Social Analyst column:
“Larry Page is confident, hyper competitive, brilliant and a visionary who isn’t afraid to make big bets nobody else is willing to make. In other words, he thinks he can accomplish what Jobs accomplished. That’s why he’s not about to cede the lucrative smartphone and tablet market to Apple.
It all boils down to this: with control over both the hardware and the software, Google is betting that it can design a phone that can truly compete with the iPhone. It would be the first true Google phone. If the search giant can create a device that is considered an equal to the iPhone, it will hit Apple where it hurts and potentially reap big financial rewards. Failure will forever tarnish Google’s reputation and cement Apple’s position as the technology company of the future.”