Rick Osterloh:
I found this particular comment during the event very striking and i am surprised it hasn't got more attention tbh. It is a huge statement on the current and future state of mobile phone tech.
I think we will look back at that statement by Google - "The playing field for hardware components is leveling off.......Core features are Table stakes now...... Moore's law and Dennard scaling are ideas from the past"
- and put it in the same archive with Ballmer's famous statement about the iPhone not succeeding. When companies think this way in the tech industry (or really most industries these days), its to their own peril.
Samsung supposedly has folding display technology ready to go into the next Note; and they dominate the OMLED space at this point. If that is a hit, then who is going to stop them soon? We don't know if Apple's all-in bet on FaceID is going to pay off, and if someone does finger print under glass, that could also be interesting. Microsoft has been kicked in the crotch with Windows Phone, but there are plenty of other things they could do hardware-wise to disrupt the market.
Google has a rounding error or market share in mobile phone hardware... has just bought a struggling smartphone hardware maker (who was dominant in making smartphones long before Apple showed up), and has proclaimed that hardware innovation is over. I think its laughable frankly.