Let's review what’s been happening at Alphabet in the past months. We’ve been seeing a lot of bad news come out lately, and I figured it’s time to try to make sense of it all — or at least to put all of the bad news in one place. The very latest is that the new head of hardware at Google, Rick Osterloh, has decided to kill the Project Ara modular smartphone project. It occurs to me that it’s just the latest in a string of missteps and corrections for both Alphabet and Google.
You can look at all this as a company flailing, or you can look at it as a sign of a company that’s cleaning house and locking things down without being willing to publicly say so.
There are reasons to see it both ways.
If you want to see this as just the external…