Should Larry Page go "thermonuclear" on Apple and up the bet on Motorola and Android?
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- Short of regulatory intervention, it would require either incumbents to see the long term benefit to themselves or some disruptive new entrant that turns the decoupling to their advantage. I don't see either happening in the short term. Do you?Sep 29, 2012
- Nope,I don't see either happening either. I see any day now, a new Google Maps app....Sep 29, 2012
- Great post!. Very thought provoking. I really like "As Apple’s recent stumbles show, however, maps are very important to mobile users. It is an Achilles Heal in the iOS ecosystem that Google could exploit." Whether or not $GOOG releases a maps app is completely irrelevant in my opinion. $GOOG now has a clear way to differentiate the Android and iOS ecosystems. The question becomes how well $GOOG can grow that difference and build similar points. Friends that travel a lot have already said that for Google Maps they would basically write off their current investment in the iOS ecosystem and buy an Android phone. Just image how that number would grow if $GOOG made maps and map related services the focus of Android devices.Sep 30, 2012
- If you want to be discouraged look at Google in Kansas City doing a classic cable silo instead of connectivity. At least there I can see a vector for change from others' efforts at the edge. And the FCC is ... well, if I can't say anything nice ...
On the other hand Google has played a key role in giving us an alternative to Apple's claustrophobic world. Is Apple vulnerable because they have one trick -- great though it may be?
Don't have all the answers but a great discussion over coffee next time you're in Boston (or when I get back to Chicago -- not often)Sep 30, 2012
- Your Google pointers of great examples of how companies aim for closed whenever they can, and opened in order to break down competitor's moats. May be that punctuated equilibrium is the guiding principal. Yes, we are long overdue for that coffee!Sep 30, 2012
- I happened to reread what I wrote in 1989 http://rmf.vc/RushHour1997. It useful to think why it's taking so long to assume what I'm now calling http://rmf.vc/AmbientConnectivity -- owning the customer is so much more valuable than providing enabling technologies. We can talk about how to liberate some of this value into the economy when we get together.Sep 30, 2012