Today’s Apple event marks an important tipping point – it marks the point where Android starts to surge past Apple the way Windows surged past Apple in personal computers back in the 1990s. Moreover, I also believe that Jobs knows this, and doesn’t care. I think he’d rather have a small share of the market where he can exert complete control and create beautiful products that look exactly the way he wants them to look. Thus we have the new iPhone 4, which will cost a little more but will have pretty icons, pretty ads, and a cool video chat feature that only works if the person you’re talking to has the same Apple phone that you do. If you want to buy into Apple’s world, and you can deal with AT&T as your carrier, you’ll probably be very happy.
This has been my stance on Apple vs Android for a while. Google is the champion of owning a market, and collapsing it into a smaller one owned entirely by google. Apple, on the the hand, has spent the last decade building integrated experiences that Apple controls all aspects of, and gets paid at every transaction point of.
If I had to bet on who was going to make the most money in the long run, the smart bet is Google. But remember what Jobs said to John Sculley: “do you want to sell sugar water for the rest of your life, or do you want to change the world?” Apple is focused on a different end game than selling the most phones. It would much rather sell the most important phone.
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minusmanhattan said:
Lyons is just plain wrong. Apple’s market share and users are not going anywhere. They continue to grow quarter after quarter.
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