Useful details: "Mobile search and YouTube were the main drivers of Google’s strong performance"
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- Android has been extremely successful as the inexpensive version of iOS. Brilliant move, but also one with some controversy, as Jobs was mentoring Sergey and Larry at the time: "[Jobs] took young Larry Page and Sergey Brin under his wing and mentored them. ... Jobs was excited by the opportunity to hook up with a business whose activities were entirely complementary to Apple's — there seemed to be no competitive overlap ... In secrecy, Apple started development of the iPhone in 2004. In August 2005, Google quietly bought the Android start-up, when no one outside of Apple was supposed to know that Apple was working on the iPhone ... Apple launched the iPhone in January of 2007. Eleven months later, in November of 2007, Google showed a video that effectively juxtaposed Google-Android's original pre-iPhone before prototype which looked and operated more like a Blackberry button-driven phone, with Google-Android's post-iPhone-launch after prototype that heavily-resembled the look-and-feel of the iPhone and incorporated many of Apple's signature touch-screen inventions ... Jobs concluded that he was a victim of deceit. He felt he had been betrayed by the two young men he had been attempting to mentor."
gizmodo.com - What Really Made Steve Jobs So Angry at Google?
That being said, everyone in Silicon Valley copies everyone else; Apple clearly copied Xerox PARC a long time back for the original Mac. a very similar situation where Jobs was invited in to Xerox PARC to see what they had built. I don't mean this to sound critical of Google, and Apple did brilliantly with their high price strategy too, it's just that the history of how Google came to dominate mobile is quite interesting (and more interesting than the history of why so many others were so slow to release anything at all competitive with the iPhone).9w
- YouTube is also an interesting case, in that it's not profitable yet
fortune.com - YouTube CEO Says There's 'No Timetable' For Profitability
in part because expenses are so high. There's also a question of how much of YouTube growth is from mobile, so whether this is really a story entirely of mobile, not YouTube and mobile, just mobile.9w
- Interesting comments. Thanks. I think it is a good thing that we are allowed to copy ideas relatively freely.9w