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Google’s path is the right one. It’s just going to hurt

Sarah Lacy

Now, a source tells us that CEO Larry Page, who seems to be hell-bent on competing with Mark Zuckerberg whether it’s the right thing for Google or not, had this to say to employees at a Friday staff event after the Search Plus Your World launch: “This is the path we’re headed down – a single unified, ‘beautiful’ product across everything. If you don’t get that, then you should probably work somewhere else.” 

Page, for better or worse, has realised the lesson that Apple has been teaching: an integrated, focused, well-designed product will always stand a better chance of success than a product which is looser, less focused, but more “open”.

What I’m fascinated about is how this new direction will impact on Android – does that “across everything” include mobile devices? 

I think it does. I fully expect the Galaxy Nexus to be the last “Google Experience” phone produced by anyone other than Motorola. I also expect Google to start having its own range of pure Google Experience phones, rather than just a single device.

In other words, Google is going to start controlling Android more tightly by stealth: it will sell the best phones, with rapid, regular updates that its erstwhile-partners can’t match. Within a few years, I fully expect Motorola to have overtaken Samsung as the number one Android vendor. And, what’s more, I wouldn’t be surprised if Samsung hadn’t forked Android and ended up producing its own Samsung-only variant, with its own App Store.

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  • david moloney

    I expect a 4-way split of 80%+ of the mobile market

    Motorola #1
    Samsung
    Sony
    Apple

    If you do a SWOT analysis of the 4 Apple are in the leadership position right now mainly due to their fully integrated content and handset strategy.

    Sony are well positioned to follow suit with their gaming, movie and music content and high quality cameras.  Expect them them to position similar to Apple over the next 2 years

    Googleola have a different business-model based on advertising but are moving towards the same vertical strategy

    Samsumg are the weakest from a content point-of-view but will be a player through sheer force of will