Apple Versus Google: Does Google Win?
October 1, 2014
I read “On The Future of Apple and Google.” The bulk of the write up touches bases that are familiar to those who play softball at the Palo Alto fields. However, there was one passage that caught my attention:
The beauty of the modern mobile era is that it isn’t held back by anti-innovators like the carriers or monopolists like Microsoft and Intel who gated the pace of innovation in previous platform eras. The mobile stack has decoupled these previous incumbents from control. Today, Google is snapping up robotics companies and investing in autonomous vehicles, all of which will run futuristic versions of its operating systems and have the promise to measurably improve the way humans live.
Google seems to have the edge. Will governments cooperate. Analyses of companies near the Apple and Google stratosphere may have to find ways to deal with:
- Closed markets or closing markets. Does China qualify?
- Low cost competitors approved by governments? What devices will Australia find acceptable?
- Privacy matters. Even wealthy companies want to avoid large fines. Didn’t Yahoo react when the price tag was $250,000 per day.
- Social disruptions. Is it naive to assume that daily life will just trundle along in stable areas of the world?
My view is that dominant companies may have to find ways to remain dominant beyond copying one another, buying market share, and emulating Cornelius Vanderbilt.
Stephen E Arnold, October 1, 2014
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