The Phone Wars
Google is the Microsoft to Apple's Apple.
As PC operating systems slowly become irrelevant,
the next battle is for portable computing. Apple is lucky enough to get to
play in both battles; and where Microsoft was their competitor last time,
people are saying Google will be this time. Google is playing
exactly the same strategy with phones that Microsoft did with PC's.
But this time it won't work.
Why?
Because Microsoft has been playing that strategy expertly for
10 years now and
has already lost.
Google's only proposed difference is an uncomfortable combination of open
source and advertising (what?). So unless the world has somehow changed in
ways nobody has yet explained to me, expertly playing the same strategy in
the same market will get Google and friends the same results as it got
Microsoft.
Here's the thing. Open source is most successful when the stuff it's
replacing is crap. For example: Linux. Embedded Linux. GCC. Emacs.
Firefox(1). It's not so successful when the thing it's replacing
is good. For example: Everyone else's power
management. VMware. Video games. PVR's. MacOS. iPod. MP3 itself.
...and iPhone.
That's the thing everybody seems to be missing. Nobody wants
something better than an iPhone. All anybody wants is a bloody phone that
makes phone calls (!) and plays music and sends email and browses the web.
And Apple was there first, and they're kicking ass.
How do you even imagine a phone that users will like
better than the iPhone? Because I simply can't. If you can't
either, then I'm sorry, but all the open source and all the third-party
developers in the world won't save you. You've already lost.
Now go read Inside
the Tornado, the sequel to Crossing the Chasm, for all the gory details
of what will happen next.
Footnote
(1) Mozilla/Firefox is actually my favourite example, because it
has such a long history. But briefly, Netscape was better for a long time,
then MSIE got better for a while and killed Netscape, which (as Mozilla) sucked
even worse for a very long time until Firefox came along and was
marginally better than IE, so a marginal number of people have switched to
it. (And it's still getting better, unlike IE, so that fraction might
increase.) None of that has anything to do with open source, and everything
to do with Microsoft throwing away their huge lead.
November 13, 2007 23:18