- Apple, Microsoft - but also Flicr and Amazon will be affected by this. By the convenience factor which kicks in half a million times every day - when someone activates his new Android phone - and automatically enters the Google Cloud of integrated services. This is Blue Ocean strategy if anything. Google has the hardware access - via Android - to the two fastest growing media markets: Smartphones and Tablets.
Microsofts Office 360 is hit right in the face here.
But Amazon is too. Google books carry 3 million free titles, and a growing number of paid titles. It will be there - right in the context of your and your friends behavior - pushing books to you, that are relevant to whatever you're doing right now - and the purchase will be one click away, and be added to your phone bill. How cool is that?
The images you decided to upload to Flickr and share - will now be directed to your Google Photos account, and be readily available in every one of your online acitivities - one click away - if only you stay in the Google Cloud.
How's that for direct and unfair competition to a "silo service" like Flickr?
This is redefining the game completely. And "social" is just a very small part of it.