Searching for the Moon

Shannon Clark's rambles and conversations on food, geeks, San Francisco and occasionally economics

2014 – the battle of platforms continues

Posted by shannonclark on September 26, 2013

My wife and I are are a mixed couple.

Sure she’s Indian and I’m Irish-Jewish but that’s not what I meant. I meant that she’s on Android and I’m on iOS. Though we both also have iPads and share an older desktop iMac. I also have a MacBook Pro that is my primary computer.

We share a family Amazon Prime account though each use Kindle via apps not physical devices. We don’t, currently, have an Android tablet in the house.

As I look forward to 2014 I think we are an example of the looming battle of core platforms that a relatively small number of companies are waging. The companies that I would argue are battling this out are:

  • Amazon.com – especially with Kindle as their physical device but also with the growing features of Prime that have expanded well beyond free shipping. They are fighting for an increasing share of not just reading but all entertainment as well as all shopping for a growing number of families. And Amazon is powering a huge number of businesses via selling on Amazon.com and Amazon Web Services. Amazon payments is not as well known but is used by popular websites like Kickstarter.
  • Apple – obviously iOS is a massive platform and Apple is a platform for thousands (millions?) of app developers and companies that offer services to the huge and growing global iOS installed base (iPhones, iPads and iPod Touches) but Apple is also battling in the living room with Apple TV and their laptops and desktops are still very popular. While Apple is directly competing for entertainment time (iTunes Radio being their latest addition) and iBooks competes directly with Kindle, they are not competing for the eccommerce platform in the same way that Amazon or Google are.
  • Google – Android is their massive platform play on mobile phones and tablets and it is a huge success (if also a challenge in how many flavors of it our out in the wild). But Google’s platform plays don’t stop there. Chrome is a cross platform and important piece of their platform. Google+ is perhaps not a slam dunk success but it is an important piece of their puzzle and they have just recently announced a public roll out of their Google Shopping Express (currently limited to San Francisco and the Peninsula but presumably they plan on a larger scale rollout in the future) showing that they are looking for transactional solutions beyond advertising. If you can get what your family needs quickly, reliably and reasonably from local stores but delivered to you via Google they presumably see a way to make a lot of money offering that service.

There are many other companies that are also competing, though to a lesser degree.

  • Microsoft – hard to entirely rule out and their XBoxOne will likely be a huge hit this holiday season and gives them a footprint into many living rooms. But Bing is not as successful as Google, Surface is faring poorly against iOS and Android and while Windows 8 is big it is no longer as relevant of a platform as it once was as the focus for many consumers (and thus many companies and developers) has shifted very rapidly to mobile platforms. There while Windows Mobile / Phone (whatever they are calling it today) has some impressive phones from companies like Nokia, what it does not have is a large installed base or significant developer interest (there are applications and developers building for the platform but far fewer than for iOS or Android.
  • Ebay/Paypal – they have made some interesting acquisitions in the past year and have rolled out services like Ebay Now (that directly competes with Amazon Prime or Google Shopping Express for rapid fulfillment of ecommerce but they have lost their early community feeling and PayPal while still large and profitable has also made many people frustrated over the years as their anti-fraud systems have had many false positives. They remain a big online sales channel and PayPal is making inroads in other payments but they don’t have the same platform reach as other companies.
  • Comcast / Verizon / AT&T or other carriers/cable networks – this varies somewhat by region and is very different in other countries. but while Comcast certainly is competing for people’s entertainment dollars (directly with Apple/Microsoft/Amazon/Netflix for streaming/on-demand videos) and they have launched apps to expend to portable devices beyond TVs they don’t, yet, offer the other platforms of the companies above. But as the pipes upon which mobile phones, tablets, computers, consoles and entertainment devices like the Apple TV connect to the Internet and receive content they are certainly positioned to benefit from the success of other platform companies.

Are there any other companies I have missed? I know there are others outside of the US that are competing (and winning) as platforms. Companies like Alibaba in China (and indeed globally). Yahoo presumably wants to have a platform for consumers and businesses – who else?

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