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The Future of Android — Does It Belong To Bing and Baidu?
hype7 writes "Given the recent publicity about Android and Google, the Harvard Business Review are offering another interesting perspective. They argue that Google runs a serious risk of losing control of Android, as competitors such as Bing and Baidu move in. It certainly presents an interesting possibility — that Android could win but Google wouldn't see any benefit out of it."
If you define benefit as the evil kind of benefit by which you abuse the control you have over a platform to lock the competition out and the customers in, create walled gardens, etc then Google won't benefit under this scenario. On the other hand if yu define benefit as denying your competition the evil kind of benefit, then Google will benefit immensely even if Bing and Baidu and Facebook choose android as their preferred platform.
sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
And as I predicted, utter crap.
Point 1: "Ohnoes, Bing's being used as the default search engine on a few Verizon phones!" Let's see... how important is this really? Anyone who cares will simply use Google (from the Market, or just in the browser, or if needed by sideloading)... as for revenue from search? I'm guessing much more of the revenue comes from things like Admob and the rest of the Google-infested web, not to mention priority placement of items in apps like "Places" and Maps searches.
Point 2: "Ohnoes, Baidu is rolling its own 'G-Apps' to replace Maps, Search, Nav, Market, Talk and so on!" Let's see... native Chinese stuff made by Chinese guys for the Chinese - sounds like a perfect idea to me. I'm sure the integration with Baidu and Chinese culture in general will make for a very usable operating system in China... outside of China, however... what's the point?
And if Google continues improving its proprietary apps at the current rate, it's very unlikely that Baidu will be able to keep up. That market will sort itself out... as we've seen with all other devices without G-Apps (tablets, for instance).
I had a similar reason for wanting to post (before reading a few comments and the article). Baidu and Bing are search engines (and indirectly ad platforms). Android is an operating system. Who cares if Baidu or Bing muscle out Google's search on their own mobile OS platform? How is that going to spell the end of Android or Google as a company?
Article is full of speculation and wild hyperbole. Waste of time to even read. Sad for Harvard Biz review, really.
Google's preference order for the structure of the mobile market, from most preferred to least preferred, is probably something like:
1) Android is a popular, unified platform controlled by Google.
2) Android is a popular but fragmented platform, with carriers and handset makers doing whatever they like.
3) Android is an unpopular platform. Apple dominates the market, and has the power to lock Google out of mobile advertising.
Based on Google's behavior, it's clear their primary goal with Android was simply to avoid #3. Trying to achieve #1 would have required Google to exert control over the platform that carriers and handset makers would have likely objected to, this lowering adoption rates and increasing the probability of #3 occurring. So Google was willing to give up nearly all control, and settle for #2. They'd rather have a fragmented market than one controlled by Apple.
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The bias of the Harvard Business Review is given away with the question "What's the endgame here?" The domination and ossification model we're used to - "embrace, extend, extinguish" has an endgame: the state where no more effort need be made toward progress because the domination of the market is self-reinforcing. James Plamondon called this "critical mass". This is rent-seeking behaviour, and participating in it is essentially self destructive from a customer point of view because it advances the plan toward the ossified end state. We desperately don't want an "endgame".
Google's game doesn't have an end state. Their game involves continually staying ahead of progress to catch the benefits, and continually driving progress to keep moving the goalposts so others can't achieve dominance because the market is too dynamic. It's better for us in the long run. It requires a great deal of courage and vision to come up with a plan like this, and excellent execution to keep it working. I hope it continues to work.
Help stamp out iliturcy.