Google's Working with Microsoft's Playbook on iPhone

Includes: AAPL, GOOG, MSFT
by: Paul Kedrosky

People just don't get how good web apps on mobile can be. I get stuck in many conversations about native apps on mobile, which always strikes me as vestigial. The same way that I live in mostly browser-based apps on my desktop and laptop, I am convinced I will live in web apps on my mobile device. Pretending otherwise seems wrong-headed and self-defeating.

And Google (NASDAQ:GOOG) gets it. Their iPhone web apps -- which were updated again today -- continue to be game-changing, putting the company in the position to pull a Microsoft (NASDAQ:MSFT) on Microsoft in the mobile space.

How? Well, recall how Microsoft drove initial adoption of its eventually dominant Office apps by writing them first and best on Macintosh, just because it was such a compelling platform. Google is doing precisely the same thing right now on Apple's (NASDAQ:AAPL) iPhone, writing game-changing apps for an emerging game-changing platform . Why have so few people noticed?