[opendtv] Re: Google and Apple TV
- From: Kilroy Hughes <Kilroy.Hughes@xxxxxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Fri, 11 Jun 2010 00:13:18 +0000
Yes, E-Bay "volunteered" all the development, deployment, and marketing costs.
Apple didn't have to.
Both benefit because Apple makes most of its money selling atoms, not electrons.
Apple is relatively far behind on cloud services, other than music, so they
made a wise choice to cash in on hardware that benefits from other cloud
services (EBay, Web, Google search, 200K apps, most of which rely on cloud
data). At some point, that will be a problem when they have to monetize and
monopolize the cloud, not just their device ecosystem.
Kilroy Hughes
-----Original Message-----
From: opendtv-bounce@xxxxxxxxxxxxx [mailto:opendtv-bounce@xxxxxxxxxxxxx] On
Behalf Of Craig Birkmaier
Sent: Saturday, June 05, 2010 7:00 AM
To: opendtv@xxxxxxxxxxxxx
Subject: [opendtv] Re: Google and Apple TV
At 7:54 PM +0000 6/3/10, Kilroy Hughes wrote:
>Going head to head to head.
>
>Just rumor of course, but a $99 set top shim would probably be as real
>as a $99 cell phone, only with Apple wearing the AT&T hat and holding
>the service contract that amortizes the hardware. Apple is doing just
>fine with a closed ecosystem and veto power over the apps that
>volunteers write.
Are these guys volunteers too?
http://d8.allthingsd.com/20100604/donahoe-ipad-digital-wallet/?reflink=ATD_mktw_quotes
So E-Bay developed a free App for the iPhone and it enabled
$600,000,000 in business last year. Donahoe states in this video that they
expect $1.5 to $2 billion in the coming year. And they plan to launch several
vertical market apps for the iPhone and iPad.
Near as I can tell, these apps are delivered via Apple's "walled garden" App
store, but all of the e-commerce takes place on the E-Bay web-site. In other
words, Apple is enabling e-commerce on the iPhone and gets NO REVENUE, as the
app is free.
Maybe we need to re-examine the term "walled garden," or come up with a better
term for what Apple has done via the iOS ecosystem...
Regards
Craig
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