Android has been managed essentially to make it a profitless prosperity. Right now, ifis () not careful, Android will be Samsung or Samsung will be Android.
There is nothing wrong with Android as a product except that it does not do much. It is the equivalent of having a motor scooter at the Indianapolis 500.
On Microsoft, Yahoo () and Google:
I am really frustrated when I look at Microsoft or Yahoo or even Google, remarkably enough, because it feels to me they are not trying to innovate. You hear not just Marissa Mayer, but the last couple generations of management at Yahoo have said that were going to buy our growth. At Microsoft, the same thing. Theyre still so dedicated to Windows, that even though they own Skype and Xbox, two great platforms for the mobile market which could easily get them growing again, for whatever reason they seemed afraid to abandon the past.
Apple showed that a large company can not only innovate, it can transform and really rebuild markets.
On the whether its too early to write off Microsoft:
Always. And way to early to write off Google. But I watch what they have done with Android and Im flabbergasted because their market share in units is so high but look at the profit share. Apples profit share is 75 or 80% because Android has been managed essentially to make it a profitless prosperity. Right now, if Google is not careful, Android will be() or Samsung will be Android.
The full interview can be seen .
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