pacalis

Google's Open System Treatise

Google's very open. It peeks under every users kimono and reveals what it sees to it's advertisers. Turns out that's worth a lot.

Yay open-ness! Boo individual privacy and property rights!

Why I Would Not Bet on iPhone over Android

The biggest apps rely on the biggest infrastructures. THis was just released on android. Amazing.
www.google.com/mobile/...

Then there's streetview.. only on Android.

The app marketplace on apple, while very profitable, will not drive the adoption decision, where as streetview, goggles can.

Why I Would Not Bet on iPhone over Android

I posted this a few days ago and it will hold true.

Google has the an open device, an open OS, as the article points out. But it also has a huge internet infrastructure, supports some of the biggest apps used on all platforms, can use wifi/wimax, and have licenses on over-air networks and people really think that google can not disrupt the iphone or at&t over time? The only thing it's missing is good peripherals - but then again the droid alarm clock and gps plug-ins are better than anything ihome has ever made.

So here's whats going to happen - google is going to optimize it's app offerings and appeal to people that don't want to lock-in to a fee for service revenue model. This is the key. That means geeks (i.e. lead users) to start, they'll demand higher levels of performance, build an app ecosystem which this device is optimized for, and eventually the device will move down the curve to the consumer. If everything we know about network effects is right, this should happen, although iphone and att won't really notice it until a realatively quick market tip. I'm guessing 3 years and we see android as a serious competitor to RIM and Apple.

And yes, it is about the apps baby. And Apple's 40% cut in the app market is going to be fleeting especially given their biggest apps are free and run on google, facebook, myspace etc.. architectures.

On Dec 16 01:29 PM ldgregg wrote:

> Consumers do not care about open architecture. What's driving the
> phenomenal sales of iPhone is a perfect combination of functionality,
> utility, elegance, and marketing.
> ...
> Today, it's all about the Apps, baby!
>

The Google Phone, Unlocked (Confirmed and More Details)

Hmmm,
So google has the an open device, an open OS, huge internet infrastructure, supports some of the biggest apps used on all platforms, can use wifi/wimax, and have licenses on over-air networks and people really think that google can not disrupt the iphone or at&t over time? The only thing it's missing is good peripherals - but then again the droid alarm clock and gps plug-ins are better than anything ihome has ever made.

So here's whats going to happen - google is going to optimize it's app offerings and appeal to people that don't want to lock-in to a fee for service revenue model. That means geeks (i.e. lead users) to start, they'll demand higher levels of performance, build an app ecosystem which this device is optimized for, and eventually the device will move down the curve to the consumer. If everything we know about network effects is right, this should happen, although iphone and att won't really notice it until a realatively quick market tip. I'm guessing 3 years and we see android as a serious competitor to RIM and Apple.

Google Music Pays for Listeners on Bing

Buying ads or buying intelligence about Bing? They are two heads to this coin.

Google Should Make Apple Beg for Maps Navigation

Dea, I already accept everything you wrote in your last email, with two exceptions.

1. There is no "ad hominem attack" in my last response. Quote the comment if you feel differently.
2. That the impact of google on iphone is near zero and won't change over time. This doesn't make sense given the current state of google related apps accross all smart phones and the developing ecosystem of googles new product introductions.

The argument that apple could switch to Bing anytime and that would hurt google is correct but meaningless to the consumer. No one is buying phones for default search providers. They are buying phones on the basis of service, basic phone functions and then google app integration, exchange integration, itunes integration etc..

Google Should Make Apple Beg for Maps Navigation

Dea, On Oct 30 12:28 PM dea_sys wrote:

> Pacalis, is it a good strategy to begin one's argument with a
> dismissive insult to those with opposing views?

Strategy in a comments section about an apple product? That's funny.
> Now, about your points: #1: If Google "turns off its APIs,"
Not my point. My point was about control. See my later comment.

And yes, Apple could switch to Bing default. But that only affects some the mobile portion of google search (about 6% of search revenues). Moreover, mobile search is growing in developing faster in developing nations where Apple isn't the leader in smartphone adoption.

#4: There is no evidence that Google is "disrupting"
> Apple at this time; quite the opposite actually. In fact, Google
> has recently reiterated its whole-hearted support for Apple.

I sincerely believe you are very wrong here. Apple makes money on is proprietary OS, phone hardware, apps and complementary access to ATTs infrastructure. Google is threatening every one of those revenue streams by offering lower cost, and open, alternatives. For a disruption a product or service does not need to be as high quality as the incumbent, in fact it typically isn't, it just needs to address under-served markets at much lower cost. Google is doing this in spades.

Google Should Make Apple Beg for Maps Navigation

On Oct 30 10:48 AM disposableidentity wrote:
> (And right now there's no sign they want to do Apple any harm anyway.)

No, ignoring everything else I wrote, still none at all...


October 29, 2009
Google Launches Music-Specific Search Result Pages
businessinsider.co...

"Users can now search either by band, song title, or even just parts of lyrics stuck in their head. They'll be presented with complete playable tracks provided by partners such as MySpace, Lala, or imeem."

Google Should Make Apple Beg for Maps Navigation

Jon, I think my first point completely escaped you. The power of control is in the api's not the apps. In this case the apps are simple interfaces to Google's infrastructure which includes uniquely includes streetview. So that's not crazy.

I also think my third point escaped you. Like you I doubt that google will actually "turn off" the api's. What they will do, if they find that it's in their interest (i.e. Android starts to perform well and they find a good revenue stream in map search) is prioritize access. They can do this easily because they control the quality and nature of the api's (think microsoft's influence on java through the os). So if you think, over time, that iPhones are going to perform better on google services than Android phones, you're the one with the crazy suggestions.

On Oct 30 08:03 AM Jon T wrote:

> Schonfield has become a complete nutter.. Read this for the perfect
> analysis of Techcrunch's nonsense on this:-
>
> www.roughlydrafted.com.../
>
>
> And as for the crazy suggestion above by pakalis that Google can
> turn off it's API's. Why one earth would they? They depend on Search
> and putting their stuff out to as many eyes as they can.

Google Should Make Apple Beg for Maps Navigation

Whoa, fanboi frenzy... The author is correct and let me explain why.
#1. Google can turn off it's api's at any time - so it controls the apple apps (which are relatively simple to develop btw).
#2. Google is integrating streetview, which no other firm has right now. Not even the firm Apple bought. For all googles faults this is a wholly new capability.
#3. Google is multiplatform, and with Android will offer better integration over time.
#4. Google can afford to disrupt apple (and AT&T) and is doing so. It is doing so in maps. It is doing so in VOIP with google talk... It is doing so with Android, both in OS and through it's hardware partners. Apple can not disrupt google as Apple does not compete in Google's markets.