Google+, Social Networks, and Operating Systems
I receive @jason’s letters which he sends out fairly frequently. If you are into digital media and want @jason’s opinion on the latest topics, then I recommend subscribing.
This week’s topic is: Why Google+ Will Take Half of the Social Networking Market from Facebook (or “There Calacanis Goes Again”)
As you might know from my last post about switching from Apple to Android, I’m obviously a Google fan this week. In the past two weeks, Google launched +1 and Google+. Jason spoke at length in his letter about Google+ and covered it nicely (though not sure how bullish I am) but there is one tidbit I wanted to pull out and highlight below because I think he’s dead on:
5. Android integration
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Let’s do some deep, deep analysis shall we?a) Apple has a mobile operating system but no social network.
b) Facebook has a social network, but no mobile OS.
c) Microsoft has a mobile OS but no social network (arguably, Skype is a dormant one [ http://launch.is/blog/l018-how-microsoft-spent-7b-on-skype-and-15b-on-a-facebook-k.html ]).
d) Google has a social network and an operating system.Who’s going to have the best mobile social user experience?
If you answered D, you are correct.
I’m not sure how this nets out over time, but Jason is right about how Google has a social network and has an Operating System. Assuming Google+ can catch on, Google might be undervalued at $167bln.
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David Fausel
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dherman76