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All Google/Apple articles (which used to be MSFT/Apple 20 years ago) Things are easier for Apple because they control everything in their domain. This however c

All Google/Apple articles (which used to be MSFT/Apple 20 years ago) Things are easier for Apple because they control everything in their domain. This however creates powerful enemies who are locked out and threatened. This creates a real opportunity for Google. However everything is much harder for Google to do because it doesn't control the entire ecosystem like Apple. Rinse and repeat

ChuckMcM 12y ago
In fairness, a number of partners have stated that Google is the biggest threat to their business in their 10Q's :-). But what is interesting from a game theory point of view is always do Google and Apple think the other is a threat to their business? And what does interdependencies means for things like the consumer? There is an interesting rock/paper/scissors sort of relationship with search, phone OS, app stores, applications, and market sizes. Its during periods where the interdependencies are tend to favor a single player that we see fairly large scale attacks against that entity.
- jusben1369 12y ago
  10Q's are very strange docs though as they're mostly written with lawsuit mitigation in mind. So you name nearly everyone and everything as a potential competitor just in case one of them actually does become one one day. But you raise a good point. I think the insecurity starts with Google and Apple responds. (and I'm an Android user so no fanboi assumptions!) Google relies on a very open web to leverage all the data to optimize search to drive ad monetization. I think Apple was very happy with optimized Google services running on iPhones making the whole experience richer (they want to sell hardware not profit from search/ads) Once Google realized just what mobile would become and how big a chunk of that Apple would control they panicked at the thought of being locked out. Again, due to their basic premise they're always going to be more insecure.
dannyr 12y ago
You basically described what Google did with Android. Phone manufacturers were locket out of the IPhone. Google offered them Android but G doesn't really control much of the ecosystem that it caused fragmentation. I'm wondering if Google can replicate what they did with Android and apply it in payments.

ChuckMcM 12y ago

In fairness, a number of partners have stated that Google is the biggest threat to their business in their 10Q's :-). But what is interesting from a game theory point of view is always do Google and Apple think the other is a threat to their business? And what does interdependencies means for things like the consumer? There is an interesting rock/paper/scissors sort of relationship with search, phone OS, app stores, applications, and market sizes. Its during periods where the interdependencies are tend to favor a single player that we see fairly large scale attacks against that entity.

jusben1369 12y ago
10Q's are very strange docs though as they're mostly written with lawsuit mitigation in mind. So you name nearly everyone and everything as a potential competitor just in case one of them actually does become one one day. But you raise a good point. I think the insecurity starts with Google and Apple responds. (and I'm an Android user so no fanboi assumptions!) Google relies on a very open web to leverage all the data to optimize search to drive ad monetization. I think Apple was very happy with optimized Google services running on iPhones making the whole experience richer (they want to sell hardware not profit from search/ads) Once Google realized just what mobile would become and how big a chunk of that Apple would control they panicked at the thought of being locked out. Again, due to their basic premise they're always going to be more insecure.

dannyr 12y ago

You basically described what Google did with Android. Phone manufacturers were locket out of the IPhone. Google offered them Android but G doesn't really control much of the ecosystem that it caused fragmentation. I'm wondering if Google can replicate what they did with Android and apply it in payments.