Thanks to Poppendieck's book Implementing Lean Software Development, from Concept to Cash, I read about google philosophy:
Focus on the user and all else will follow.
Lean demands that we identify what our customer needs, then we deliver just that. She talks about how the Quicken team entered a mature market of complex accounting software, simplified it, and delivered value to their customers. She mentions Google, Dell, Zara--all companies that have risen to success because they have the right focus.