This is completely right from a product point of view, which is Carmack's argument.
But I have wondered why one of these companies with billions of dollars to burn hasn't tried to create something new as a strategic initiative. Yes, there wouldn't be any ROI for years, and yes, the first several products on the platform would probably be better off on something more traditional.
But the long term value could potentially be astronomical.
Just another case of quarterly-report-driven decision making, I suppose. Sigh.
replies(9):