Google Wallet by far the biggest announcement to date this year with potential impact to create massive disruption due to:
- Android platform integration and influence on handset manufacturers–could be fairly easy for Google to make an Operating System specification require NFC on all future phones for common functionality and it’s 50% of all the world’s smartphones or 1/3+ of all sets globally running Google Wallet by end of 2013
- Trusted partners–they’re taking an ecosystem approach which will invite in more “wallet” use cases, partners, etc.–it won’t be just about giving Apple 1-click access for content, which has proven to be compelling enough for 200-million people so far. This will be about speed, content, access, etc. and will be marketed by some serious players in Telco, Payments, retail and more.
- NFC+a number of other Google innovations like Goggles, Voice Search, Voice, etc. will make the current state-of-the-art being talked into happening, QR Codes, look as dated as dial-up modem. Nostalgic but useless because they ask too much of users to really be great.
- Probably the biggest part of this announcement is how further enables the co-opetition between Google and Amazon to move from online to offline ubiquity–something I’m calling Googlezon. Keep an eye on all the way these two are exploiting the strengths of their combined platforms to win back share, utility and time with consumers from Apple. It’s really amazongle.
Here are the announcements and some related links:
Posted in apps, Digital Space, Google, Innovation, mobile, roundup, Tech, Trends
Tagged Android, Google, google wallet, mcommerce, nfc
Lots of theories buzzing around about Android’s growth, from carrier advertising to economic realities in developing countries, but the data is undeniable: mobile is a two-horse race and Android is just getting started. You can see the numbers (chart to the left) but there’s nothing as powerful as watching through time-lapsed visualization. Here’s a video Google released visualizing phone activations around the world. In fact, some of the spikes you’ll see in traffic come from Motorola’s Droid release in November of 2009 to support the first argument driving adoption.
FWIW, I have nearly all iOS (Apple) devices from ipods and ipads to laptops and desktops around our house. But I keep my mobile Android to keep a close eye on how the OS is driving parity in many areas with iOS and exceeding it in many other areas you’d imagine Google would win in, like visual/speech-to-text/barcode/text/you-name-it search & navigation. As you prioritize market entry in mobile you can’t count out Android. I’ll go as far to preduct that in 6-12 the platform will lead development conversations. What do you think?
Competition heats up with new products, features announcements and new battleground forming in Censorship
If you judged last week’s news by buzz monitoring, the share of voice would land easily in Apple’s camp as their fall event introduced a new line up of iPods, operating systems features, AppleTV and a social music service called Ping. Looking beyond Steve Job’s presentation and masterful marketing machine you can see competition heating up on a number of fronts:
Competing for talent: Google Making Extraordinary Counteroffers To Stop Flow Of Employees To Facebook
Google competing with Skype & Microsoft? Last week’s round-up included mention of Gmail’s voice calling capabilities, making it a telephony & Skype market disrupter. This week, it’s all about lowering the switching barriers on your current email services, like Microsoft’s Outlook and RIM’s mobile email client, through removing inbox-overload pain. Read more: Gmail just got a whole lot smarter with Priority Inbox – an adaptive algorithm that aids in identifying urgent priority emails, and helps to cut down on “insignificant email” reading time.
Competing for wallets: Social Gaming’s popularity continues to rise, and Facebook makes their smart entry into brick and mortar stores. Target to Sell Facebook Credits as Gift Cards in Stores
Competing for time/SocialNetworking value: Apple’s new Ping rocks out as it allows you to see what music your friends are digging, as well as connect with your favorite music artists and see what they’re tuned into. Preview: Apple’s Ping Music Social Network In Action on iOS.
Competing on form/platoform:
Censorship in the news:
Any big market news I missed from last week? Post it in comments below.
In his keynote speech at the Apple fall event Steve Jobs talked about Apple iOS adding 230,000 new installs per day–the highest of all when ignoring updates he things. Reacting to the multiplayer game demonstrated on stage, Jobs leaned forward and said “it’s on a phone,” capturing the delight of what the combination of Appstore plus hardware features– retina scan, accelerometer, gyro, mutli-touch, wireless, etc.–and iOS advances such as multiplayer gaming, genius, ping and wifi support for monitors (via AppleTV) and printing bring to the device formerly known as your phone. It’s not one but all of these innovations and features that define why they lead. So, expect the continue march of Android and also expect the continued dominance of the mac iOS. FWIW, I’m Android by phone and iPad, iPod, OS, etc. by wifi/mifi so that I can exploit both platforms. With a host of new Android/Froyo Tablets set to launch, I’ll have the choice to park my carrier with any device while still getting the strengths of each platform. Leads to an interesting question–is the OS driving your carrier selection still? IMHO, it won’t in 6-months to 1 year unless carriers can bring some value to the table.
In Philip K. Dick’s novel, “Do Androids Dream of Electric Sheep?“–better known for its 1982 Blade Runner film adaptation–the title refers to the empathetic aspect of humans for animals that Androids lack. As our devices and the algorithm gets closer to replicating our brains and appearance the novel explores deep ethical questions arise about what is human and therefore how they should be treated. I won’t take the tangent, but it’s worth giving the nod to how this line of thinking relates to current debates around equality working its way through the courts today in California. Back to the post at hand, there’s a genius and an irony to Google’s novel reference through the Android name in their development for our most personal, connected devices–the mobile platform. Unlike our PCs and web browsers where we taught/teach the search algorithm mainly through intent (search) and behaviors (clicks) billions of times a day, on mobile we begin to expose more of us to the algorithm. In our voice inflections and dialects combined with our location, calendars and real-life friends, expressed in time on the phone and in person, we’re teaching the algorithm our more intimate aspects of those people, places and things we care about most. The mobile platform is a feeder system of millions of devices serving billions of transactions/interactions into a smarter and more intuitive cloud-based algorithm. So, perhaps in time Androids will dream and awake.
In the meantime enjoy snacking on this teaser video for the new Samsung Android-based Galaxy Tab tablet debuting in Europe next month:
VP of Engineering Vic Gundotra delivered an Android demonstration during his keynote at Google I/O conference today at the SF Moscone Convention Center. There’s a fair amount of flattery to the Apple iPhone/iTouch user interface and definitely signals progress for handset makers, content providers/media and perhaps carriers. My verdict’s out on the carriers as their data plans make little sense to the consumer, add little value (not much benefit over wifi) and feel short-term–lots of dislocation potential within these technologies demonstrated today.
And a quick demo of “streets” view–check out what happens when he flips it into compass mode. Location based content gets a big boost when this becomes the expected consumer outcome.
More on the Andriod platform here: