Why fanboys should not dismiss the latest Android versus iPhone numbers

Wait, So 20 Phones On 4 Carriers Outsold 1 Phone On 1 Carrier? Shocking.

I love MG Siegler's style of writing. A little snippy with a large dose of fanboy mixed in. Don't get me wrong, I like Apple products probably as much as he does. The only difference is that I'm looking at the numbers that were released today regarding smartphone market share not with disdain but with a general sense of dread and optimism mixed in.

Make no mistake, Android is on the rise. Though I think they make an inferior phone, they are successfully encroaching on Apple's market share. Remember what happened when a supposedly inferior product started encroaching on Apple's market share back in the early 90's? Apple can't turn a blind eye to this and I don't think they are (though I think the fanboys are). My hope is that Apple sees this as a huge threat and decides to do something about it - like say release the iPhone on other carriers. That's why I feel some optimism about the news. If it pushes Apple to make a better product or more carrier relationships then it only benefits me, the consumer.

Polish versus Raw Power - iPhone and Android

So this was announced today...

Over the weekend, I saw a bunch of ads for the Droid phone from Verizon. It seems their main selling point was how more powerful the phone was and they are correct. It will always be the case that Android phones will always have the latest and greatest hardware, just like with most Windows laptops. Apple will never make devices with the fastest processors, the most RAM, the hardware latest innovations. What Apple has made a very calculated decision on is they would rather have a more polished product than one with the best specs. They weren't the first with a front facing camera but I bet mobile video chat will explode because of their implementation and not any one else's that came first. Same thing with multi-tasking. Not the first, but a more smooth integration.

For a long time there was this pseudo arms race in the tech industry of who could cram the most transistors on a chip or the most pixels on a screen or crank up a few more Mhz from a CPU. I think we've gotten to a point where the vast majority of us have way too much horsepower in our devices. Now the question is who will use that horsepower in a way that appeals to us. Apple seems to be leading in that sense... for the time being.

Google Tablet? Eh...

TechCrunch posted an article and the video below about a concept Google Tablet OS based on Chrome. My reaction? Eh...

To be honest, I haven't been very impressed with any of the products that Google has released besides the dominating trifecta of Search, Maps, and GMail. Pretty much every other product that Google has released is pretty ho-hum. I'm not counting services that Google has bought like YouTube, Picasa, Blogger, GrandCentral (Google Voice) etc. which are great products. To name a few in no particular order:

* Orkut
* Android
* Google Shopping
* Google Checkout
* Google Finance

The telling one here is Android. I have used an Android phone (not the new Nexus One, but the Droid) and found it to be supremely disappointing versus the iPhone. Supposedly, the Nexus One is supposed to be better but from all the online demos I've seen of the Nexus One, it's incrementally better than the Droid but not by leaps and bounds. Unlike Microsoft, I don't see Apple getting complacent about their product development and Google has a lot of ground to make up.

Google Acquires Teracent - Congrats Vikas!

Google Acquires Teracent To Apply Machine Smarts To Display Ads

A long time ago, in a galaxy far far away, I had a little start-up that was doing Netflix style delivery but for video games. Vikas Jha, currently CEO and founder of Teracent, was kind enough to join our board of advisors. He had no obligation to do so and was just interested in helping out a fellow entrepreneur. Fast forward to today and I'm ecstatic to hear that Google has bought Teracent. Hope you made out well Vikas!

A little humility from Microsoft would go a long way

"Who knows what this thing is? To me, the Chrome OS thing is highly interesting," said Ballmer, choosing his words carefully and drawing more amusement from the largely pro-Microsoft crowd.

I don't think much of Google's Chrome OS and I guess Steve Ballmer shares my sentiment. Even still, he should be a little bit more humble/respectful when speaking about competition nowadays. Though I believe that behind closed doors, Microsoft takes any and all threats to its OS monopoly very seriously, it doesn't hurt to publicly show a little humility given their stumbles lately.

Another reason why Google Chrome OS is not that big

Follow up to my post yesterday about the Google Chrome OS. First off, read the excellent Fake Steve Jobs post about the new OS and we agree on most points - he just presents in a much funnier, insightful, and entertaining manner.
 
Second, the rumblings are that Eric Schmidt needs to leave Apple's board because of potential competitive issues. He currently recuses himself from board meetings that deal with the iPhone due to Google competing Android product. Will he now recuse himself when there is talk of Mac OS? So pretty much he's just there to discuss iPods? Seems like a waste of space in my opinion. However, my prediction is that Schmidt does not leave Apple's board. This leads me to believe that the Google Chrome OS is not really going to be an OS in the traditional sense of the word which means it doesn't really compete with Mac OS and for that matter, Windows. Let's remember, it's basically Linux with the Chrome browser bolted on top. The real point of the Chrome OS is to push more Chrome installations and not to beat Windows. Believe me, it takes more than just having a superior OS to take significant market share away from Microsoft. Look at Mac OS and the ahead of its time BeOS. Both were better operating systems yet couldn't even make a dent in Windows. I hardly doubt ANOTHER Linux variant is going to fair any better.

The Google OS - It's big news, but not really that big

I picked this post up from TechCrunch and though it definitely is a major step forward, let's not make it more than what it really is. Google Chrome, in its proposed incarnation, will never replace Windows (or Mac OS) as a legitimate desktop OS; just like Linux never replaced Windows as a consumer desktop OS. The web has become a major APPLICATION that we all use on a daily basis but there are many other applications that we use that don't require us to connect online. And before anyone starts talking about ZOHO or Google Apps, has anyone really tried using any of these online office applications? Frankly, they're not that useful beyond the bare basics of what a spreadsheet or word processing application should do. Can they get better, of course. Just not today or in my opinion the foreseeable future (next 1-3 years).

But lest I seem like I am in Microsoft's corner, this is a significant announcement. The real point is not for Google to overtake Microsoft in the OS world. It just needs to make a dent and I think it will. Microsoft's empire is one based on total domination. If it ceased to own more than the roughly 90% of the OS market it does today, that will be a major hit to its bottom line. Microsoft is a bloated organization with lots of people making lots of money (roughly 91K+). If Google was able to either take 5%-10% market share OR force Microsoft to significantly lower the price of a Windows license, it could make things difficult for them. In the end, that's all Google is aiming for. Make life difficult for Microsoft in its core product (desktop) so it doesn't concentrate on Google's core product (web).

Craigslist expects record revenue: $100 million

Defying its anti-commercial reputation, Craigslist is expected to rake in $100 million in revenue this year, the most ever for the classified advertising site, according to a new report.

This is crazy talk. Not because Craigslist isn't widely popular but because they generated $100 million with only 30 employees. That's $3.33 million of revenue per employee! How many companies with similar revenues are doing better?  As a contrast, Google does about $21.8 billion in revenue with roughly 20,000 employees or a little under $1.1 million per employee.

Why Google Maps is the best online map service


 
A nice follow-up to my Microsoft Bing.com post earlier. Slowly and surely, Google Maps has become the best online map service to date. When they first started out, they were no better than MapQuest, Yahoo Maps, or even Microsoft's MapPoint. But just like the turtle, they've made slow and steady progress. Their latest addition is the "pancake" feature of the Street View tool which makes navigating through Street View so much easier.
 
I don't "root" for Google. I have no vested interest in whether they do well or not. In fact, I've argued that the overall web ecosystem would benefit from them losing a little search market share and Yahoo/Microsoft gaining a little more. However, it's tough to argue when one company is churning out great products while the other two flounder or put out irrelevant commercials.