Sadly, Juha Christensen does not identify himself as Chairman/CEO in the post on his blog. Further, he didn’t identify that it was an e-mail sent to partners; I learned that from Mike Arrington at TechCrunch, who reprinted it at his request.
His starting point:
Google betting on one-size-fits all model
Google is betting on building a horizontal, local search franchise. I know that sounds like an oxymoron, but please read on, it gets clearer. Google is building a one-size-fits-all set of services around mapping, and will serve the masses with those. Think about Google Maps, Latitude or Earth. They are horizontal one-size-fits-all web apps with little or no segmentation. Everyone uses the same app.
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.
via @sergiigorpynich
