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Mobile Compute

What key insights into strategic decision-making and platform building could be replicated by Solana?

Markets

Apple and Google make 30% on transactions in their app stores. The innovator's dilemma while margins are so strong and the marketplace owned.

Predictions

Mobile tech will be critical to identity and practical self-sovereign custody UX.

Android

Through strong0 strategic decision making, Google transformed Android from a small acquisition into the dominant mobile operating system, capturing over 70% of the global smartphone market share. This success demonstrates the power of strategic foresight, open ecosystems, and adaptive platform building in the technology sector.

Vision and Timing

Google demonstrated remarkable foresight in acquiring Android in 2005, well before smartphones became ubiquitous. At the time, Android was a small 22-month-old startup making software for mobile phones. Google recognized the potential of mobile technology and made a strategic move to enter the mobile industry, extending its influence beyond search engines.

Open Platform

One of Google's most crucial decisions was to develop Android as an open-source platform. This strategy had several advantages:

  1. It allowed a multitude of manufacturers to adopt Android, leading to a wide range of devices at various price points.
  2. It encouraged innovation and competition, resulting in a vibrant app market.
  3. It made Android accessible to a broad demographic, unlike closed ecosystems like iOS.

Strategic Partnerships

Google formed strategic partnerships with mobile manufacturers and carriers to ensure widespread adoption of Android. In 2007, Google unveiled the Open Handset Alliance, a consortium of 34 technology companies working together to create open mobile device standards. This collaborative approach helped Android gain traction quickly.

Flexibility and Customization

Android's flexibility and customizability appealed to users desiring a more personalized mobile experience. This feature differentiated Android from competitors and contributed to its rapid adoption.

Market Penetration

Google strategically positioned Android to penetrate emerging markets like India, Brazil, and Indonesia. The platform's flexibility and affordability made it an attractive option in these regions, significantly expanding its global reach.

Ecosystem Integration

Android was designed to integrate seamlessly with other Google services and products, such as Google Search, Maps, and Play Store. This integration enhanced the functionality of Android devices and drove traffic to Google's other services, strengthening its overall ecosystem.

Data and Advertising

Android's widespread adoption provided Google with valuable user data, which proved instrumental for targeted advertising. This data collection capability aligned with Google's core business model and revenue generation through advertising.

Continuous Innovation

Google has consistently updated and improved Android, releasing new versions with enhanced features and functionality. This commitment to innovation has helped Android maintain its market leadership.

Solana

Solana would have a significant advantage in winning mindshare if it nails creating a mobile device. With the pedigree of team they have, why would you bet against them?

Research

Questions

Data is the new oil, what is Microsoft doing with mobile blockchain tech?