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It all depends on the market they claim they're competing in. If it's search, I'd wager you're 100% correct. They've won that by all measures. If it's voice a
by caseysoftware 10y ago
It all depends on the market they claim they're competing in.
If it's search, I'd wager you're 100% correct. They've won that by all measures.
If it's voice assistants, maybe you're right. Even with Android devices everywhere, it would be hard to show how much share they have.
If the market is home automation, then the Nest thermostat is probably their biggest risk/penetration in the space, especially, if they can frame DropCams as monitoring and not automation. Odds are security companies and others we've never heard of have most of this market.
But if they can position the market as voice-based home automation, they are almost definitely safe. Amazon and Samsung probably have the majority of that market and Google is the "little guy" coming into the fight.
The big variable is that if search gives them an "unfair advantage" in the Court's eyes... which will be up to lawyers to argue.
- Animats 10y ago"But if they can position the market as voice-based home automation, they are almost definitely safe. Amazon and Samsung probably have the majority of that market and Google is the "little guy" coming into the fight." That's a good point. Defining the relevant market is the name of the game in antitrust. Google could argue that they are a minor player in home appliances. If Samsung tried a lock-in contract, they'd probably be hammered in court. Google can argue they're a minor player in online retailing. If Amazon tried this, they'd probably lose.