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> We've seen this story before and it hasn't ended well for the folks in Mark's position Isn't this what Android did? They seem like they're doing fine enough

veidr 3y ago
I believe OP is referring to how most Android phone vendors make no profits.
- zmmmmm 3y ago
  That's fine with him, he doesn't want to make profits from the hardware.
  - hinkley 3y ago
    Most of the software profits are on IOS as well. I think you must know this, so I’m not sure what the angle is you’re playing.
    - pzo 3y ago
      But there is even much more profits with ads and sales in those apps - that is the biggest market than selling software. On android it's even hard to track how much profits is via subscription because platform is less restrictive and apple. And paid apps are slowly going away and are less relevant - it's been many years since mobile app peaked. Top apps these days in play store and app store are free.
    - zmmmmm 3y ago
      The difference here is Zuckerberg gets to be the equivalent of both Samsung and Google in the Android analogy. That's going to unlock far more opportunities for ecosystem profit than Android did when split b/w OEMs and Google.
ctvo 3y ago
> Isn't this what Android did? They seem like they're doing fine enough I don't think Meta's aspirations are to be Android. They were first movers in this space, spent billions and billions, only to be the less profitable, less coveted platform? As outsiders, this is already how we're looking at it when Apple stepped in, which is unfortunate, and why Mark's refusal to acknowledge reality isn't a great look.
dhosek 3y ago
They may have market share, but there’s very little money being made by Android manufacturers and likely also by Google. Apple has an overwhelming percentage of the profit share from the smartphone market even if they don’t have a majority of the raw market share.

veidr 3y ago

I believe OP is referring to how most Android phone vendors make no profits.

zmmmmm 3y ago
That's fine with him, he doesn't want to make profits from the hardware.
- hinkley 3y ago
  Most of the software profits are on IOS as well. I think you must know this, so I’m not sure what the angle is you’re playing.
  - pzo 3y ago
    But there is even much more profits with ads and sales in those apps - that is the biggest market than selling software. On android it's even hard to track how much profits is via subscription because platform is less restrictive and apple. And paid apps are slowly going away and are less relevant - it's been many years since mobile app peaked. Top apps these days in play store and app store are free.
  - zmmmmm 3y ago
    The difference here is Zuckerberg gets to be the equivalent of both Samsung and Google in the Android analogy. That's going to unlock far more opportunities for ecosystem profit than Android did when split b/w OEMs and Google.

ctvo 3y ago

> Isn't this what Android did? They seem like they're doing fine enough I don't think Meta's aspirations are to be Android. They were first movers in this space, spent billions and billions, only to be the less profitable, less coveted platform? As outsiders, this is already how we're looking at it when Apple stepped in, which is unfortunate, and why Mark's refusal to acknowledge reality isn't a great look.

dhosek 3y ago

They may have market share, but there’s very little money being made by Android manufacturers and likely also by Google. Apple has an overwhelming percentage of the profit share from the smartphone market even if they don’t have a majority of the raw market share.