Comments on: More Google roadkill! http://www.nokpis.com/2009/10/29/more-google-roadkill/ Your one stop shop for startups in southeast asia! Fri, 23 Jul 2010 13:59:54 -0400 http://wordpress.org/?v=2.8.5 hourly 1 By: admin http://www.nokpis.com/2009/10/29/more-google-roadkill/comment-page-1/#comment-10 admin Mon, 02 Nov 2009 02:36:53 +0000 http://www.nokpis.com/?p=16#comment-10 filip - thanks for the comment. interesting stuff. check out this link: http://www.techcrunch.com/2009/10/30/how-cloudmade-will-deal-with-google-navigation-monster/ I like these quotes: <blockquote>Earlier on this year a smart VC, who multiple times has competed successfully against Google, told me that Google is generally willing to act as an “irrational economic player”. It’s willing to destroy value just so others can’t get at it, even if it means destroying value for itself. Google just announced that it will offer navigation. Navigation has so far captured 70%+ of the $2 billion mapping market. The bad news for established navigation players like Tele Atlas and Navteq is that this will erode the value of navigation, just like the value of maps have been eroded. The good news for those players is that Google has now tipped its hand and shown that it’s willing to compete against the very ecosystem that it has been nurturing over the past couple of years. </blockquote> and... <blockquote>Meanwhile, in the process of building out end-user applications rather than sticking to being a platform player, Google is causing considerable collateral damage. Its move into the territory normally occupied by mobile operators, OEMs and small, medium and large developers is turning the marketplace against itself. The honeymoon is over and the do-no-evil days have ended. Google has declared any monetizable pocket in tech a target, including the key franchises of Apple, Microsoft, the mobile operators and now also mobile application developers. The problem with Google’s approach is, the value is not in horizontal services, but in leveraging the democratizing effect of the app stores to use the 100,000+ vertical apps as a way to divide the market into tiny segments and let them flourish and gain traction.</blockquote> filip – thanks for the comment. interesting stuff. check out this link:

http://www.techcrunch.com/2009/10/30/how-cloudmade-will-deal-with-google-navigation-monster/

I like these quotes:

Earlier on this year a smart VC, who multiple times has competed successfully against Google, told me that Google is generally willing to act as an “irrational economic player”. It’s willing to destroy value just so others can’t get at it, even if it means destroying value for itself.

Google just announced that it will offer navigation. Navigation has so far captured 70%+ of the $2 billion mapping market. The bad news for established navigation players like Tele Atlas and Navteq is that this will erode the value of navigation, just like the value of maps have been eroded. The good news for those players is that Google has now tipped its hand and shown that it’s willing to compete against the very ecosystem that it has been nurturing over the past couple of years.

and…

Meanwhile, in the process of building out end-user applications rather than sticking to being a platform player, Google is causing considerable collateral damage. Its move into the territory normally occupied by mobile operators, OEMs and small, medium and large developers is turning the marketplace against itself. The honeymoon is over and the do-no-evil days have ended. Google has declared any monetizable pocket in tech a target, including the key franchises of Apple, Microsoft, the mobile operators and now also mobile application developers. The problem with Google’s approach is, the value is not in horizontal services, but in leveraging the democratizing effect of the app stores to use the 100,000+ vertical apps as a way to divide the market into tiny segments and let them flourish and gain traction.

]]> By: filip http://www.nokpis.com/2009/10/29/more-google-roadkill/comment-page-1/#comment-9 filip Fri, 30 Oct 2009 05:15:27 +0000 http://www.nokpis.com/?p=16#comment-9 Hmmm, google is becoming pushy. They have such a strong position in search, that gives them the resources to go into (all?) The tangent areas.. Microsoft started out with the operating system and in recent years tried to make it in the internet - with (is it fair to say?) limited success. Google appears to be coming from the other side. They started with search and are going into OS/apps/phones/navigation now. In both cases microsoft and google were starting from a very strong position in one area and going into other tangeant areas. Success, however, is not so easy to replicate. Also, it's probably only a matter of time before competition authorities (at the very least in the EU) start considering google too powerful. As you say, google partners - who so far have felt unthreatened - beware! Hmmm, google is becoming pushy. They have such a strong position in search, that gives them the resources to go into (all?) The tangent areas..

Microsoft started out with the operating system and in recent years tried to make it in the internet – with (is it fair to say?) limited success.

Google appears to be coming from the other side. They started with search and are going into OS/apps/phones/navigation now.

In both cases microsoft and google were starting from a very strong position in one area and going into other tangeant areas. Success, however, is not so easy to replicate. Also, it’s probably only a matter of time before competition authorities (at the very least in the EU) start considering google too powerful.

As you say, google partners – who so far have felt unthreatened – beware!

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