Ariel Seidman

Appetizer Notes

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Market Share vs. Profit Share

This entire article ignores the many ways to monetize mobile over the next ten years. What would you rather have?

  • Sell 200M devices/yr earning profits of $150 per device.*
  • Power 2 billion devices earning $60/device/year.

Apple is optimizing for the former scenario and Google for the later.  For Google’s strategy to work they need market share (eye balls) which can translate into plenty of profits.