Service interoperability means Apple, Google and Microsoft can all win, not lose
Time’s Ben Bajarin writes: Apple Vs. Google Vs. Microsoft: One Platform Will Not Rule Them All. His idea isn’t new, but it’s something that oddly few pundits understand or at least bring themselves to write about: that Microsoft’s domination in the PC market was an anomaly and won’t necessarily be repeated in the so-called post-PC market.
The narrative we so often see—presumably in part due to the page views it results in—is that Android is winning in smartphones and Apple is winning in tablets. Also, Android will soon win in the latter market, too; Apple will eventually be snuffed out entirely—and Microsoft has already missed its shot. No-one else has a chance.
Not only does this argument ignore the fact Apple’s quite happy taking much of the PC industry’s profits, despite its relatively tiny market-share (and could therefore likely do the same in mobile), but it avoids any discussion regarding why Microsoft rose to almost complete dominance in the 1990s PC market, and why that doesn’t look likely to happen again.
Bajarin explains about the past and present, stating that the PC market was then small and dominated by corporates, but now consumer markets are the real prize, and those markets can sustain many players; indeed, they often thrive on competition. He mentions fast-food chains, car manufacturers and companies that make soft drinks. Pause for only a second and you will be able to think of technology industries with similarly strong competition: televisions, for example. We don’t talk about Sony or Samsung eventually winning the ‘television war’, so why do so many do so when it comes to smartphones and tablets?
There’s also an important point Bajarin omits that explains why one player is unlikely to win these wars: interoperability. In the early 1980s, computing was diverse and siloed, but the genius of Microsoft was to be an essential player in ushering in a ‘standard’ platform, still effectively siloed. The web obliterated that, and we now increasingly rely on interoperable services. I can use Twitter on my Mac and iPhone, but friends can use it on their PCs, Android devices, Windows Phones, BlackBerry devices, Firefox OS phones, and, if they’re feeling particularly oddball, their C64s. Of course, platforms still have unique advantages that draw people in, but ensuring you have access to something that’s a ‘standard’ isn’t really one of them.